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OfficeTools
5
84
4
67
3
23
2
15
1
7
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Run your tax and accounting practice from a single solution
Table of Contents
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OfficeTools - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: March 2026
OfficeTools overview
What is 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.
Starting price
Alternatives
with better value for money
Pros & Cons
Billing and Project Management
Contact Management
Client Portal
Customer Support
Document Management
Bugs and Issues
OfficeTools’s user interface
OfficeTools pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
3.7
Features
3.9
Ease of use
3.7
Customer support
3.8
Reviews sentiment
What do users say about OfficeTools?
It consolidates client information, documents, billing, and workflow into a single platform, reducing the need for multiple software tools.
Select to learn more
Who uses OfficeTools?
Based on 196 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
OfficeTools's key features
Most critical features, based on insights from OfficeTools users:
All OfficeTools features
Features rating:
OfficeTools alternatives
OfficeTools
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OfficeTools pricing
Value for money rating:
Starting from
No pricing info
User opinions about OfficeTools price and value
Value for money rating:
To see what individual users think of OfficeTools's price and value, check out the review snippets below.
Carlos F.
Academic Computing Specialist
Carlos F.
Academic Computing Specialist
OfficeTools integrations (5)
Integrations rated by users
We looked at 196 user reviews to identify which products are mentioned as OfficeTools integrations and how users feel about them.
Integration rating: 2.5 (5)
“DocuSign’s integration with Lacerte Tax makes collecting e-signatures fast and seamless. It eliminates the need for printing or follow-up calls during tax season. It greatly improves turnaround time and client experience.”
Giselle A.
Accounting Operations Specialist
Integration rating: 1.0 (1)
Integration rating: 4.0 (1)
Integration rating: 4.0 (1)
Integration rating: 4.0 (1)
Other top integrations
OfficeTools customer support
What do users say about OfficeTools customer support?
Customer support rating:
We analyzed verified user reviews to identify positive and negative aspects of OfficeTools customer support.
A small group of reviewers say OfficeTools support staff are friendly, professional, and quick to resolve major issues.
Widely noted by reviewers, customer support is often slow to respond and difficult to reach, causing workflow delays.
A significant portion of users report unresolved issues, poor follow-up, and lack of effective communication from support.
Common user feedback highlights limited support hours and inconsistent help, especially after company ownership changes.
Support options
Training options
To see what individual users say about OfficeTools's customer support, check out the review snippets below.
“OfficeTools has solved many of the problems that we had prior to the program.”
Breanna B.
Payroll Specialist
“Customer service: none unless they can sell you more product or $$. ”
Cathleen V.
Owner
“functions offered when purchased are no longer supported. ”
dan l.
pres
“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..."”
Janet P.
Bookkeeper/Office Manager
