OfficeTools vs HandiSoft

Xero

Sage Timeslips

Karbon

Ignition

CCH ProSystem fx

Jetpack Workflow

Compare OfficeTools and HandiSoft based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

QuickBooks Online

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PayPal

PayPal provides an end-to-end suite of tools that can integrate with a business's existing systems and service providers. Its network of shoppers and businesses provides AI-driven data insights to help businesses reach new customers and drive results.

Abby

Abby helps businesses ensure that customer documents are legal and comply with the rules. Customers can pay online and receive reminders for late payments.


OfficeTools provides everything you need to run your tax and accounting practice from a single solution.

Accounting

Appointment Management

Approval Workflow

Audit Trail

Billable Items Tracking

Billing & Invoicing

Billing Portal

Calendar Management

Client Management

Client Portal

Collaboration Tools

Communication Management

Contact Database

Contingency Billing

Customizable Branding

Customizable Invoices

Document Management

Document Storage

Due Date Tracking

Email Management

Employee Management

Expense Tracking

Financial Management

For Accountants

For CPA Firms

For Tax Practices

Hourly Billing

Invoice Creation

Invoice History

Mobile Payments

Monitoring

Online Invoicing

Online Payments

Payment Processing

Project Accounting

Project Billing

Project Time Tracking

Project Tracking

Recurring/Subscription Billing

Reminders

Staff Management

Task Management

Task Progress Tracking

Tax Calculation

Timer

Timesheet Management

Time Tracking

Workflow Management

OfficeTools

Windows

Linux

OfficeTools WorkSpace

Academic Computing Specialist

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

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

pres

functions offered when purchased are no longer supported.  

Software Architect

What I love about this suite is that it includes a bunch of software that you would typically need for billing, invoicing, tax, etc., and provides them in a nice one-stop-shop package.

now, 90% of the time they tell you it is a training issue!

Partner

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.

Love that this product marries time tracking, project management, document management, and billing in one software.

Principal

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

OfficeTools Workspace is almost a hit if they could get the back end programing right.

Accountant

OfficeTools can be accessed anywhere, has a client portal with a document management feature and customer service is responsive

Very easy to customize, apply markup, and set up for an ad-hoc or a reoccurring subscription.

All offerings are well integrated with each other and handle simple to complex scenarios.

OfficeTools can be easily accessed and has a client portal with a document management feature which eases work hence highly recommandable

Accounting Specialist

This software is constantly freezing and giving error messages.

They said I needed to send them notice via certified mail 60 days before my renewal date and they went ahead and renewed us at our higher seat count for another year.  

manager

it is pretty useful for billing customers

Engineering

Ease of dealing with the program and also the speed of response

Owner

Love:  Project tracking, although not as complete as we would like - we have actually left for one that has a more Kan Ban style visual approach, with the ability to tag colored status tags on a project as it moves through the process.  

Lacerte integration (a key reason we choose OfficeTools) is spotty and glitchy.  

Hate:  document management presentation - must specifically look for emails or notes related to a project: have since moved to a product that has a chat-style interface perfect for a remote workforce.  

Love: Billing:  select all time entries related to a project to mark up and bill, or bill all out marked up for a monthly subscription client.  

Bookkeeper/Office Manager

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..."

These people are stealing!   And they think they are clever by writing such a bad contract.  

Sales Admin Manager

This software is very useful, reliable and not expensive.

It is a constant challenge to get employees to record the movement of a project but constant vigilance and discussion gets the point across to new staff quickly.  

Too many extra steps required to completely clear something from your view of things to do.  free-flow document management took a bit to get used to over windows folder structure, but very manageable.  

Office Manager

Sorting reports in multiple ways should also be a breeze, and it is . . . after we remove all the formatting. Since the acquisition of Office Tools by Abacus, tech support quality has declined significantly.  

CPA President

In the midst of a busy time we do not have the time to keep the database up to date so every few months I have to give a chunk of time to getting it back to rights.  

Payroll Specialist

We like that we can record almost any interaction with the client so that we always have something to reference or refer back to.

It includes billing, and time and project tracking.  

The ability to have the information all in one place documents projects contact information is perfect

Billing flexibility definitely better than my old product but recurring monthly or quarterly not as automated as I would like.  

You can use it for marketing emails with groups, etc.  Very well designed.

I tried calling and emailing to no avail - buyer beware!

Sales clerk 

Makee time and billing,project tracking and invoices much easier to do.

President

We love the integrated credit card processing and the connection with Lacerte.  

Our firm likes that all of our client information can be kept in one program.

Most features functionality is great, but we feel the documents area is lacking as far as ease of use and functionality go.

Client Services Coordinator

We then had to convert back to QB desktop version as it was our only option.  

Our billings went up 20 % immediately because we were keeping track of our time better.   

Shortly after, [SENSITIVE CONTENT HIDDEN] had to inform me that I was no longer allowed to email her directly and I had to go through the ticket system.  

It streamlined our business and made every step clear for each team member.  

OfficeTools has solved many of the problems that we had prior to the program.

As with every database it take constant and I mean constant updating.  

Either appointments will be moved or deleted completely.

We have been receiving an error message when logging in for months.  

Customer service:  none unless they can sell you more product or $$.  

Also, the training module and how it works was a bit confusing for us.

Billing and Project Management

Customer Support

Bugs and Issues

Contact Management

Email and Contact Management

Training and Learning Curve

Contract Renewal

User Interface

Frequent bugs and glitches

90% of reviewers feel negative about OfficeTools’ bugs and technical issues. Users say the software often experiences glitches, slow performance, and freezing, which disrupts daily operations. Reviewers report that updates sometimes introduce new problems, and fixes can take months to arrive. They feel that the program’s responsiveness is inconsistent, especially in multi-user environments, and that recurring technical issues hinder productivity. Some users indicate that support is often unable to resolve these bugs promptly, leading to ongoing frustration and a lack of confidence in the software’s reliability.

Unresponsive customer service

60% of reviewers feel negative about OfficeTools’ customer support. Users report frequent difficulties reaching support staff, with long wait times for responses and callbacks. Reviewers indicate that issues often remain unresolved for extended periods, and some feel that support staff lack understanding of real-world use cases. They say communication about updates and fixes is poor, and escalation of problems rarely leads to timely solutions. Some users mention frustration with support hours not aligning with their business needs and express dissatisfaction with the overall quality and helpfulness of the support team.

Centralized client data access

92% of reviewers feel positive about OfficeTools’ client information management. Users say they value having all client data, documents, and communications organized in one central location, making it easy for any team member to access necessary information. Reviewers indicate this setup streamlines their workflow, reduces time spent searching for files, and improves collaboration among staff. They find the ability to link related clients, track activities, and manage notes especially helpful for keeping client histories complete and accessible. Some users report that this centralization minimizes the need for multiple software tools and simplifies client onboarding.

Integrated billing and projects

92% of reviewers feel positive about OfficeTools’ billing and project management features. Reviewers appreciate having time tracking, billing, project management, and document handling combined in a single platform, which they say eliminates the hassle of switching between different software. Users think this integration makes tracking billable hours, managing deadlines, and generating invoices much easier and more efficient. They report that the intuitive interface and consolidated reporting help their offices run smoothly. Some users say that this all-in-one approach has improved their billing accuracy and allowed them to better allocate resources.

Small Business

Mid-size Business

Large Enterprises

Freelancers

CARET

TaxDome

TaxDome is a leading practice management platform for tax, bookkeeping and accounting firms, as well as CPAs and EAs. TaxDome allows firms of all sizes to streamline and maintain oversight of their practice by using one platform for both internal practice management and client-facing tools.

Canopy

Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a CRM with a secure client portal.

IRS Solutions Software

IRS Solutions Software is tax resolution and IRS monitoring alert software designed by tax pros for tax pros. We help CPAs, bankruptcy attorneys, and Enrolled Agents earn more in less time with automated processes, calculation recommendations, and pre-filled forms to quickly end a tax controversy. 

Sage HandiTax Cloud provides fast and powerful tax preparation and lodgement in the cloud. Designed with the needs of small and medium firms in mind, Sage HandiTax Cloud is intuitive, easy to learn and comes with a simple user interface that is easy to navigate.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Alerts/Notifications

Approval Process Control

Compliance Management

Customizable Reports

Data Import/Export

Document Templates

Email Reminders

Financial Analysis

Invoice Management

Invoice Processing

Messaging

Mobile Access

Progress Tracking

Project Management

Real-Time Data

Receipt Management

Reporting/Analytics

Reporting & Statistics

Sales Tax Management

Search/Filter

Secure Data Storage

Status Tracking

Tax Filing

Tax Forms

Third-Party Integrations

Time & Expense Tracking

HandiSoft

Web-based

Android

iPhone

iPad

Basic

Director

Lack of ability to modify settings and layout and user controls.

Release of 2025 software was an embarrassing failure.

I still have a subscription to HandiLedger, I had it for 14 years already, I use GovReports for Tax lodgements, as it is way more advance and easier to use.

Sole Practitioner tax practice

Least like the PDF document saving function that does not remember where the last document is saved, continually points to the HSOFT folder when you have just saved a document in your client folder and you want the next document, when creating a series of client docs (finance application), to go to the same client folder

OfficeTools vs HandiSoft Comparison (2026)

OfficeTools

HandiSoft

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives