OfficeTools

Run your tax and accounting practice from a single solution

About OfficeTools

OfficeTools is a practice management solution for accounting and tax firms which provides users with tools for managing clients, projects, tasks, documents, time, billing, and more. Deploy the solution that fits your firm needs, on-premise or in the cloud.

OfficeTools Workspace provides everything you need to run your tax and accounting practice from a single solution. Track projects from start to completion, organize client data, manage staff and tax workflow, and automate billing from one central dashboard—all while integrating with the applications you use most. OfficeTools Workspace helps your firm streamline day-to-day operations and work as a unified team.

OfficeTools Cloud is an all-in-one practice management solution that allows growing firms to automate their practice from a single, secure web-based application. Track client work, collaborate with your team, and gain instant access to your firm’s clients, projects, phone calls, time entries, and notes — anytime, anywhere, from any browser. Manage your accounting firm from the cloud with OfficeTools Cloud.


Key benefits of OfficeTools

  • Gain a 360 view of your firm and keep everyone on track with due date monitoring, reminders, activity lists, and detailed reporting.

  • Automate busywork using recurring workflow templates.

  • Send invoices and collect payments online using Abacus Payment Exchange (APX.)

  • Enable your clients to accept, view, upload, sign, and pay no matter where they are through the client portal; all within a cohesive branded experience.

  • Upload unlimited contacts and work templates

  • Images

    OfficeTools Software - Mobile Activities
    OfficeTools Software - Projects
    OfficeTools Software - Calendar
    OfficeTools Software - Contacts
    OfficeTools Software - E-sign
    OfficeTools Software - Invoice
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    OfficeTools video
    OfficeTools Software - Mobile Activities
    OfficeTools Software - Projects
    OfficeTools Software - Calendar
    OfficeTools Software - Contacts
    OfficeTools Software - E-sign
    OfficeTools Software - Invoice

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    4,1 (196)
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    Starting Price

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    US$14,00
    month

    Pricing Options

    Free version
    Free trial
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    Features

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    159

    Integrations

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    Ease of Use

    3,7 (196)
    4,4 (2 142)

    Value for Money

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    Customer Service

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    4,3 (2 142)
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    Reviews

    Overall rating

    4,1 /5
    (196)
    Value for Money
    3,7/5
    Features
    4,0/5
    Ease of Use
    3,7/5
    Customer Support
    3,8/5

    Already have OfficeTools?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 196
    Verified Reviewer
    Overall rating
    • Industry: Accounting
    • Company size: 5 001–10 000 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 9.0 /10

    Fantastic Software

    Reviewed on 2021/04/12

    I think the interactivity of this program makes it a winner and puts it at the forefront of...

    I think the interactivity of this program makes it a winner and puts it at the forefront of innovating in its industry.

    Pros

    All client information is available to each member of the team, and viewing the progress of the tasks being completed is very easy. In a virtual environment it has become more important to be able to monitor one another on a team without “micromanaging” and constantly having status meetings, so this is fabulous.

    Cons

    Sometimes the video tutorials are a bit confusing, so I prefer speaking to someone through the phone support. Reading the articles isn’t as self explanatory as it is made out to be, but this can be different based on who is using this software.

    Peter
    Overall rating
    • Industry: Accounting
    • Company size: 11–50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Great all-in-one tax office tool!

    Reviewed on 2017/10/17

    Having everything needed to help/work on a client at your fingertips in one piece of software. We...

    Having everything needed to help/work on a client at your fingertips in one piece of software. We consolidated 4 programs into one when we moved to OfficeTools. We could FULLY consolidate 2 more if they were reliable and user friendly enough for staff and clients (AIME and the portal). But as it stands we have to have backups for both to function properly.

    Pros

    The best thing about OfficeTools is the integration of contact manager, schedule, time/billing tracking project management, billing, and documents. There are lots of other features that are included as well but those are the big ones. It's great going to one client and having access to everything you need.

    Cons

    There are some quirks that you just have to live with, but overall it is a solid piece of software. There are times when support just cannot figure out a solution to a glitch we are having and we just have to wait to see if it will be resolved in a new release. Another thing that is quirky is having to go to another client and then back into the one you are working on the get the system to update.

    Mostly small little things that aren't that bad and they do seem to attempt to address issues as they go so it is by no means a dead software.

    Kyle
    Overall rating
    • Industry: Accounting
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    Horrible. Unreliable. Blindfolded company culture.

    Reviewed on 2017/10/17

    It taught me not to believe the features you read on websites.

    It taught me not to believe the features you read on websites.

    Pros

    The days it works without data loss or speed issues. More often than not, it is extremely slow and non-responsive. We have an amazing cloud environment with more than adequate resources for this basic application. Office Tools is the only program that is slow or non-responsive on a daily basis.

    Cons

    There are many many little glitches that we have not brought to supports attention because we were told by your support team: "glitches must have been previously identified to exist". Your engineers told my IT consultant that we were not using the software properly, which resulted in the DATA LOSS we were experiencing. This is complete crap, as I witnessed the issue with my own eyes and know that Office Tools has a critical engineering issue that can result in lost data. I have also experienced the data loss issue across two separate companies (and IT environments) and have experienced this issue as far back as 2014. But that's not important, right?

    The ABOVE MENTIONED ISSUE IS PROJECT ASSIGNMENTS CAN REVERT TO PREVIOUSLY ASSIGNED ASSIGNMENT WITHOUT ANY PROOF THE NEW ASSIGNMENT WAS EVER CREATED.

    THE PROFILE SYNC DOESN'T WORK. THE CEO ACKNOWLEDGED THIS AS A KNOWN ISSUE YET THE COMPANY IS STILL SELLING IT AS IF IT WORKS.

    ACCOUNTS WITH THE SAME PRIMARY CONTACT MAY HAVE THEIR FILE NAME CHANGED BY OFFICE TOOLS WITHOUT THE ABILITY TO CHANGE IT BACK TO THE PROPER NAME.

    THE SIN (CANADA) NUMBER DOESNT SHOW PERIODICALLY UNLESS YOU HIT THE EDIT BUTTON, THEN IT MAGICALLY APPEARS.

    Overall the software is not reliable and the company culture is disappointing. I brought the data integrity issue to the CEO and he brushed it off as a non issue, despite it being mission critical for his customers. Never will we recommend this software to anyone. It sounds better than it is.

    Christine
    Overall rating
    • Industry: Accounting
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Office Tools has been great. We can't imagine running things without it.

    Reviewed on 2017/10/23

    Office Tools replaced separate document management software, a time keeping/billing software, and a...

    Office Tools replaced separate document management software, a time keeping/billing software, and a project tracking software. It's streamlined our process and allowed us to save tons of time for billable work.

    Pros

    The integration of difference functions has been the best part. Having contact info, project tracking, document management and time tracking/billing in one package has made things so much easier and streamlined our process.

    Cons

    The reporting in general is limited. The inability to combine information types (Contact, Billing, Project, Staff) into a single report is difficult. Currently, we create 2 different reports, export to excel and use formulas to combine the information. Skipping these extra steps would save so much time.
    Also, allowing a custom recurrence pattern for projects (i.e. every 2 years) would be great.
    Finally, many clients want to be able to specify a "Billing Only" e-mail address. Right now, I have to make that change manually for those clients each billing run.

    akore
    Overall rating
    • Industry: Accounting
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Saves me thousands of dollars and hours every year!

    Reviewed on 2018/10/16

    I used to track projects by emails in my inbox and files on the shelf, constantly putting out fires...

    I used to track projects by emails in my inbox and files on the shelf, constantly putting out fires and dealing with what ever client was "on top of the stack".spending HOURS every day figuring out what I had to get done.....now the minute a project comes in (Via email,mail, or phone) I create a new Project in OfficeTools and I have an easily accessible, up to date task list of EVERYTHING I need to do. And I can assign tasks to staff, so my staff knows what to work on WITHOUT having to ask me. I cannot begin to quantify the dollars and hours this software has saved me.

    Pros

    The ability to quickly create and add items to a "ToDo list" and assign tasks to staff w/ documents attached (dragged straight from Outlook).

    Cons

    There is a learning curve - but that is to be expected with such robust software and customer support was great helping me learn features I couldn't figure out myself (since I refused to do the training and like to figure things out myself). Plus, the online tutorials were really great.

    Showing 5 reviews of 196 Read all reviews

    OfficeTools FAQs

    Below are some frequently asked questions for OfficeTools.

    OfficeTools offers the following pricing plans:

    • Free Trial: Available

    OfficeTools Workspace starts at $59.00 per user/per month

    OfficeTools has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

    OfficeTools supports the following languages:

    English

    OfficeTools supports the following devices:

    OfficeTools integrates with the following applications:

    APX e-Invoicing, Lacerte Tax, Microsoft Excel, Microsoft Outlook, Microsoft Word, QuickBooks Online Advanced

    OfficeTools offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep)

    Related categories

    See all software categories found for OfficeTools.