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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: August 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
Client Portal
User Interface
Customer Support
Bugs and Issues
Document Management
OfficeTools’s user interface
OfficeTools review summaries overview
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?
Users say OfficeTools streamlines billing, project management, client information, and workflow into a single platform, making it easier to manage daily operations and reduce reliance on multiple tools. They appreciate having all client data, documents, and project tracking in one place, which helps keep teams organized and improves office efficiency. They find the software offers useful reporting and scheduling features, and many describe it as user friendly once familiar with its functions.
Reviewers report frequent bugs, glitches, and performance issues, particularly with updates and integrations. They express frustration with customer support, citing slow response times, limited support hours, and unresolved technical problems. Some mention a steep learning curve and extra costs for training.
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
Starting from
No pricing info
Jobber
Starting from
39
Per month
PayPal
Starting from
0.09
QuickBooks Enterprise
Starting from
2210
Per year
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)
“QuickBooks Desktop is gradually becoming less central as more teams migrate to cloud‑based accounting tools. Expensify’s strongest automation features work best with modern, online platforms, making Desktop integration far less critical.”
christopher f.
Brand Strategy Lead
Integration rating: 4.0 (1)
“It's easy to convert to microsoft as well as convert from microsoft to docs, especially if you are file sharing with someone who isn't using docs or you received a document that is in word! Very easy to adapt.”
Samara P.
Administrator
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 few users find OfficeTools support staff professional, helpful, and responsive when resolving issues.
Broad user base report long wait times, difficulty reaching support, and slow response to issues.
A significant portion of users feel support quality declined after ownership changes and often lacks effective solutions.
Widespread user sentiment highlights limited support hours, poor communication, and inconsistent follow-up on unresolved problems.
Support options
Training options
To see what individual users say about OfficeTools's customer support, check out the review snippets below.
“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
“We have been receiving an error message when logging in for months. ”
Cathleen V.
Owner
OfficeTools FAQs
Q. What level of support does OfficeTools offer?
OfficeTools offers the following support options:
FAQs/Forum, 24/7 (Live rep), Knowledge Base, Email/Help Desk, Phone Support
