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.
OfficeTools WorkSpace acts as a centralized repository for client information, and syncs bidirectionally with tax and accounting softwares to ensure that changes to data are updated across systems. Projects, appointments, and assignments can be tracked in personal and team calendars, and tasks can be delegated to team members with lower workloads. The activity list gives users a view of all open items requiring completion, and allows users to click through to the relevant contact and section for each task. Users can capture the time worked for each project or client using the built-in timers, and sync this data with billing and payroll.
OfficeTools WorkSpace Portal allows clients to request appointments, sign documents, and make payments online. Email and SMS confirmations and reminders ensure that clients are aware of the time and date of upcoming appointments, and when they arrive in the office, the Client Intake/Check-in system can be used to capture updates to clients’ personal details and contact information. Integrated eSignature functionality allows clients to electronically sign documents, and supports multi-party and sequential signing. All signed documents are stored automatically, and users can communicate directly with clients through the portal about any concerns, queries, or missing documents or information.
Software by OfficeToolswww.officetools.com