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.
Advanced user of OfficeTools
Really good project/time management software
Review source: G2.com
What do you like best?
I like it's ability to integrate project time/management and billing. I like all the information that is able to be kept in Office Tools for a client. The support team is great also.
What do you dislike?
Sometimes it took longer than expected to run certain reports (i.e. YTD Staff Utilization).
I wish there was more automatic/improved integration with Quickbooks and other payment processing programs. And then if something that has already been synched needs to be corrected, I feel there are a lot of issues and hurdles to resolve something like that. For example, exporting invoices to Quickbooks is fine and invoice numbers are the same. Somehow it can't be done the other way around because Office Tools will then assign a NEW invoice number that is different from the invoice IF it is created in Quickbooks.
I wish notes can be move obvious with regard to a client. I also wish that more than one contact (like a CC for an email can be kept for a client).
The write up/down part of the WIP is also very sensitive and also affects the invoice when you don't mean for it to do so. I also wish it could tellus if
Recommendations to others considering the product:
I think consistency is key. Therefore, set processes up prior to using office tools to be able to utilize all functions availalbe.
What problems are you solving with the product? What benefits have you realized?
Staff efficiency using staff utilization - finding the good and bad. We definitely haven't used it to its full potential but I know it is a good time management software if we do get to that point.