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OfficeTools

Run your tax and accounting practice from a single solution

Table of Contents

Is this product right for your business?

Find out with a

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

Free

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

Ease of use rating:

4.1

(196)

OfficeTools reviews

Overall rating

4.1

196

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend0.59/10

Rating distribution

Pros

“It consolidates client information, documents, billing, and workflow into a single platform, reducing the need for multiple software tools.”

Carlos F.

Academic Computing Specialist

“OfficeTools integrates with popular tax software, improving data flow and reducing manual entry, which helps mitigate errors.”

Carlos F.

Academic Computing Specialist

“You can only cancel during certain renewal periods and it automatically renews, even at higher prices.”

Jeff P.

Principal

Cons

“functions offered when purchased are no longer supported. ”

dan l.

pres

“Desktop program is built on an old 32 bit sql server which makes the program really slow if you have more than 2 people using it at the same time.”

Joshua S.

Partner

“document management is terrible.”

dan l.

pres

Who uses OfficeTools?

Based on 196 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Accounting

Computer Software

Information Technology and Services

Arts and Crafts

Others

Use cases

Accounting Practice Management

Billing and Invoicing

Tax Practice Management

OfficeTools's key features

Most critical features, based on insights from OfficeTools users:

Payment processing

1.0

(2)

Customizable invoices

1.0

(1)

Tax calculation

(0)

Mobile payments

(0)

All OfficeTools features

Features rating:

3.9

(196)

Accounting

(0)

Appointment management

1.0

(1)

Approval workflow

1.0

(1)

Audit trail

(0)

Billable items tracking

(0)

Billing & invoicing

4.6

(7)

Billing portal

(0)

Calendar management

(0)

Client management

4.0

(8)

Client portal

3.4

(7)

Collaboration tools

(0)

Communication management

(0)

Contact database

(0)

Contingency billing

(0)

CRM

(0)

Customizable branding

(0)

Customizable invoices

1.0

(1)

Document management

3.6

(9)

Document storage

2.5

(2)

Due date tracking

4.0

(6)

Email management

(0)

Employee management

(0)

Expense tracking

4.5

(4)

Financial management

(0)

For accountants

3.7

(7)

For cpa firms

(0)

For tax practices

(0)

Hourly billing

(0)

Invoice creation

1.0

(1)

Invoice history

1.0

(1)

Mobile payments

(0)

Monitoring

(0)

Online invoicing

2.0

(2)

Online payments

3.0

(2)

Payment processing

1.0

(2)

Project accounting

4.5

(4)

Project billing

(0)

Project time tracking

(0)

Project tracking

(0)

Recurring/Subscription billing

(0)

Reminders

(0)

Staff management

1.0

(1)

Task management

3.8

(8)

Task progress tracking

(0)

Tax calculation

(0)

Timer

(0)

Timesheet management

(0)

Time tracking

(0)

Workflow management

3.7

(9)

OfficeTools alternatives

OfficeTools

4.1

(196)

Starting from

No pricing info

Free trial

Free version

Ease of Use

3.7

Features

3.9

Value for Money

3.7

Customer Support

3.8

Jobber

4.6

(1.4K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.4

Value for Money

4.4

Customer Support

4.6

Xero

4.4

(3.3K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.3

Value for Money

4.2

Customer Support

4.0

NetSuite

4.2

(2K)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.0

Features

4.2

Value for Money

3.9

Customer Support

3.8

OfficeTools pricing

Value for money rating:

3.7

(196)

Starting from

No pricing info

Pricing details

Subscription

Free trial

Free plan

Pricing range

User opinions about OfficeTools price and value

Value for money rating:

3.7

(196)

To see what individual users think of OfficeTools's price and value, check out the review snippets below.

“It consolidates client information, documents, billing, and workflow into a single platform, reducing the need for multiple software tools.”

Carlos F.

Academic Computing Specialist

“OfficeTools integrates with popular tax software, improving data flow and reducing manual entry, which helps mitigate errors.”

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.

Lacerte Tax

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.”