OfficeTools provides everything you need to run your tax and accounting practice from a single solution, either on-premise or in the cloud.
With On-Premise option, OfficeTools Workspace, you can 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.