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.

Pricing starting from:

US$59,00/month

  • Free Version
  • Free Trial
  • Subscription

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

  • Devices

    Business size

    S M L

    Markets

    Australia, Canada, United States

    Supported Languages

    English

    Pricing starting from:

    US$59,00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    OfficeTools Software - Mobile Activities
    OfficeTools Software - Projects
    OfficeTools Software - Calendar
    OfficeTools Software - Contacts
    OfficeTools Software - E-sign
    OfficeTools Software - Invoice
    View 7 more
    OfficeTools video OfficeTools Software - Mobile Activities OfficeTools Software - Projects OfficeTools Software - Calendar OfficeTools Software - Contacts OfficeTools Software - E-sign OfficeTools Software - Invoice

    Features

    Total features of OfficeTools: 48

    • Accounting
    • Appointment Management
    • Approval Workflow
    • Audit Trail
    • Billable Items Tracking
    • Billing & Invoicing
    • Billing Portal
    • CRM
    • Calendar Management
    • Client Management
    • Client Portal
    • Collaboration Tools
    • Contact Database
    • Contingency Billing
    • Customizable Branding
    • Customizable Invoices
    • Document Management
    • Document Storage
    • Due Date Tracking
    • Email Management
    • Employee Management
    • Expense Tracking
    • Financial Management
    • For Accountants
    • For CPA Firms
    • Hourly Billing
    • Invoice Creation
    • Invoice History
    • Mobile Payments
    • Monitoring
    • Online Invoicing
    • Online Payments
    • Payment Processing
    • Project Accounting
    • Project Billing
    • Project Management
    • Project Time Tracking
    • Recurring/Subscription Billing
    • Reminders
    • Staff Management
    • Task Management
    • Task Progress Tracking
    • Tax Calculation
    • Time & Expense Tracking
    • Time Tracking
    • Timer
    • Timesheet Management
    • Workflow Management

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    Reviews

    Overall rating

    4,1 /5
    (180)
    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.

    Write a Review!
    Showing 5 reviews of 180
    Lyndsey L.
    Overall rating
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Office Tools has streamlined our office, we now only use 1 program where we used to use three.

    Reviewed on 2017/10/23

    Everything is in one place. I can track the progress of projects that co workers are doing, so...

    Everything is in one place. I can track the progress of projects that co workers are doing, so when someone calls and can tell quicker where we are on there return or other accounting service.

    Pros

    Can add To Do's in program for reminders to do several things.
    Keep track of appointments easily.
    Documents are easy to find.
    Can add notes about clients.
    Can track status of projects and set due dates.
    Can send documents out for esignatures securely and its easy for clients to sign and return.

    Cons

    Wip and A/R balances don't match from end of month to beginning of next month.
    When adding Wip to invoices, system writes off balance to zero instead of showing profit if billed amount is still over the amount of WIP on bill.
    Documents for business clients is harder to sort, employees like to have folders.

    Cathleen V.
    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 2.0 /10

    Office Tools "was" the next best thing. Honest review: I have "loves" and "hates"

    Reviewed on 2020/11/04

    The portals are easier for my customers to use than my old portal product.
    Customer service: none...

    The portals are easier for my customers to use than my old portal product.
    Customer service: none unless they can sell you more product or $$. Often times unresponsive.
    Billing flexibility definitely better than my old product but recurring monthly or quarterly not as automated as I would like. We found the dashboard to be very confusing and counter productive as far as tasks, appointments and to-do items, my staff was still keeping spreadsheets of their projects for clarity. Too many extra steps required to completely clear something from your view of things to do. free-flow document management took a bit to get used to over windows folder structure, but very manageable. We have actually now split into two different products as we wanted beefier document management tools. Calendar connecting with exchange was a hot mess.

    Pros

    There are a lot of things I love about this software and it was a vast improvement 3 years ago over what I was using. Love: Project tracking, although not as complete as we would like - we have actually left for one that has a more Kan Ban style visual approach, with the ability to tag colored status tags on a project as it moves through the process. Love: Billing: select all time entries related to a project to mark up and bill, or bill all out marked up for a monthly subscription client. Love: ability to link charge card processing both to portal and to invoice. Love - time reports for easy payroll processing. My clients love the portals.

    Cons

    Hate: document management presentation - must specifically look for emails or notes related to a project: have since moved to a product that has a chat-style interface perfect for a remote workforce. Hate: could never get project reports to print everything I needed. Matter of filters. I will give them the benefit and say perhaps I didn't learn that part well enough. Hate: tech support used to be terrible before they were bought out, has improved but still not great. I may now be really spoiled by the product I moved to - response sometimes within minutes. Hate: BEWARE: their contract has auto renewal without positive confirmation from user. I left them because I spent countless hours with their tech support, and many many $$ in tech support, and by their own admission, it was an issue they were aware of, and nothing to be done about . Now they want to charge me for the entire year and not let me out of it, unless I spend countless more time and $$ to try to resolve the issue that they already know they could not resolve. We have been receiving an error message when logging in for months. They know about it.
    Yes, you can just click through it and log in, but it is another annoyance that they are aware of yet still want to charge me for an entire year when I have limped through the last several like a dedicated customer. The ability to link my calendar in exchange to that in Office Tools was a deal maker/breaker for me.

    Russell B.
    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

    Does many things, but non of them well

    Reviewed on 2021/12/02

    Terrible

    Terrible

    Pros

    Purports to be an all in one practice management solution

    Cons

    Clunky, inefficient, outdated, not cloud based, and hogs a ton of local computing resources - impacting every other program we run.

    Lacerte integration (a key reason we choose OfficeTools) is spotty and glitchy.

    They push ridiculously long contracts - I’m stuck in a five year contract even though I stopped using OfficeTools after four months.

    Their portal is very limited and doesn’t easily offer permanent access to client files.

    They didn’t secure their SendGrid relay properly resulting in several clients getting emails from a hacker (falsely) claiming that their data had been hacked.

    Janet P.
    Overall rating
    • Industry: Accounting
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Great productivity tool but has some issues

    Reviewed on 2020/05/05

    It streamlined our business and made every step clear for each team member. The projects flow...

    It streamlined our business and made every step clear for each team member. The projects flow nicely from one person to next. Especially while we work remotely because of the Covid-19 pandemic, it allows us to work efficiently without missing a beat.

    Pros

    OfficeTools creators have thought of every aspect of the business and that's what we loved. Any questions that we had "can we do this or can we do that" the answer was yes. You can create projects, assignments, To Do and have it set-up anyway that works for your team. You can use it for marketing emails with groups, etc. Very well designed.

    Cons

    It has glitches and it takes some time to learn how to use it. For instance, I don't need to use Lacerte, but I had to have it installed so I could use OfficeTools, otherwise, I kept getting error messages. And then, you have to make sure you are logged in to Lacerte every morning or the program won't work properly and the only way you realize that is when you are looking for an assignment or a document and you don't see it - then you inquire from your team and they say "Oh, it's there, I can see it..." then you realize you need to log back in for the software to refresh and show you everything. It doesn't notify you that Lacerte has been logged off.
    Also, the training module and how it works was a bit confusing for us.

    Alternatives Considered

    CCH Tagetik

    Reasons for Choosing OfficeTools

    JetPack was a good product for a start, but it doesn't have all the capabilities that OfficeTools offers. We are a growing business and we needed something that allows us to do that.

    Switched From

    Jetpack Workflow

    Reasons for Switching to OfficeTools

    OfficeTools had more options for projects and assignments. It also works with Lacerte.
    Verified Reviewer
    Overall rating
    • Industry: Accounting
    • Company size: 10 000+ Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 6.0 /10

    OfficeTools Review

    Reviewed on 2019/08/09

    Overall, I've had a satisfactory experience with the product. Gets the job done.

    Overall, I've had a satisfactory experience with the product. Gets the job done.

    Pros

    - Office 365 integration is quite helpful

    - "Due date" reminders are life-savers

    - The to-do section helps in personal management of tasks

    Cons

    - Synchronizing with Quickbooks is only supported for the desktop platform, and not the web platform, which is kind of a pain right now

    - Integrations with other bookkeeping tools isn't great, like excel for example, which makes collaboration outside your immediate team quite difficult. Please help look into this.

    Response from AbacusNext

    Thank you for your thoughtful review. We're glad OfficeTools helps you work efficiently and that you find the to-do and reminder features useful!

    You'll be happy to know that we're currently working on an integration with QuickBooks Online, set to release this fall. We appreciate your feedback and hope that OfficeTools will continue to be a trusted part of your practice.

    Sincerely,
    The OfficeTools team

    Showing 5 reviews of 180 Read all reviews

    OfficeTools FAQs

    Below are some frequently asked questions for OfficeTools.

    OfficeTools offers the following pricing plans:

    • Starting from: US$59,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    OfficeTools Workspace starts at $59.00 per user/per month OfficeTools Cloud starts at $49.00 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+

    OfficeTools supports the following languages:

    English

    OfficeTools supports the following devices:

    OfficeTools integrates with the following applications:

    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

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