OfficeTools Pricing, Features, Reviews & Comparison of Alternatives

OfficeTools

Practice management, time & billing software

4.11/5 (155 reviews)

OfficeTools overview

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.
www.officetools.com

Pricing

Starting from
$60/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada

Supported languages

English
OfficeTools screenshot: OfficeTools allows users to manage clients, tasks, projects, documents, time tracking, billing, and moreOfficeTools Workspace - Work as OneOfficeTools screenshot: The built-in eSignature functionality can be used for multi-party and sequential signingsOfficeTools screenshot: Client details, communications, and tasks can be trackedOfficeTools screenshot: Multiple timers can be run for different clients and projects

OfficeTools reviews

Value for money
Features
Ease of use
Customer support
  3.8
  4.0
  3.7
  3.9
Peter Schultz

Great all-in-one tax office tool!

Used daily for 1-2 years
Reviewed 2017-10-17
Review Source: Capterra

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.

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Christine Macedo

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

Used daily for 2+ years
Reviewed 2017-10-23
Review Source: Capterra

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.

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akore berliner

Saves me thousands of dollars and hours every year!

Used daily for 2+ years
Reviewed 2018-10-16
Review Source: Capterra

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.

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Stacey Wanke

Been working with Office Tools for nearly 14 years now

Used daily for 2+ years
Reviewed 2018-10-10
Review Source: Capterra

We use Office Tools for our companies billing, tracking time, tracking our projects for our clients and for our scheduling appointments with clients. We have used this product for nearly 14 years and it helps our office run smoothly. We have access to each others schedules and daily tasks. Everything is right at our fingertips.

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Andrea Hadik

The program has been great at keeping client and billing details accessible.

Used daily for 1-2 years
Reviewed 2017-10-20
Review Source: Capterra

Ease of reports for billing, client records, staff utilization, accounts receivable which make our office run smoother and more efficiently.

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OfficeTools pricing

Starting from
$60/month
Pricing options
Subscription
View Pricing Plans

Starting at $60 per user per month. Contact OfficeTools team for more information.

OfficeTools features

Automatic Reminders
Document Storage
Task Tracking
Time Tracking by Client

API (28 other apps)
Activity Dashboard (39 other apps)
Automatic Notifications (23 other apps)
Billing & Invoicing (28 other apps)
Calendar Management (28 other apps)
Case Management (41 other apps)
Custom Fields (22 other apps)
Data Import/Export (21 other apps)
Document Management (26 other apps)
Document Templates (24 other apps)
Invoice Management (23 other apps)
Reporting & Statistics (23 other apps)
SSL Security (23 other apps)
Search Functionality (32 other apps)
Third Party Integration (23 other apps)
Workflow Management (22 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Additional information for OfficeTools

Key features of OfficeTools

  • Accounts receivable
  • Collections
  • Customizable invoices
  • Invoice histories
  • Tax calculator
  • Tax management
  • Account tracking
  • Client statements
  • Online payments
  • Recurring/subscription billing
  • Customer portal
  • Project billing
  • Payment processing
  • Online invoicing
  • Contingency billing
  • Hourly billing
  • Retainer billing
  • Multi-party & sequential signing
  • Online appointment requests
  • Check-in system
  • Audit trail
  • Automated reminders
  • Customizable tax questionnaires
  • Custom branding
  • Document storage
  • Email & SMS integration
  • Client messaging
  • Task tracking
  • Online timesheets
  • Availability management
  • Email templates
  • Electronic signature capture
  • Project management
  • Email marketing
View All Features

Benefits

Clients can request appointments with specific staff members online through the client portal, with appointment confirmations and reminders sent to clients by email and SMS.

Integrated IRS-compliant eSignature functionality allows users to send and receive sequential and multi-party signing documents, with automatic storage of signed documents.

The Client Intake/Check-in system enables clients to update their contact details when checking in for appointments, and users can add customized tax questionnaires to collect information from clients.

Time can be tracked using the built-in timers, and online timesheets allow users remote access to enter their hours for billing or payroll.

Clients can send messages from within the portal for any concerns or questions they may have, and to deal with any missing documents or information.