OfficeTools Software


 

WorkSpace is a business management and professional services solution for accounting firms and other practices. Key features include client management, project management, time tracking, billing and invoicing, scheduling and reporting.

WorkSpace offers a central repository of client information and can two-way sync with other accounting and tax software. All client information is connected to open tasks and assigned team members. The solution’s calendar and project management system enables users to see project status and employee schedules and allows users to delegate tasks to team members.

WorkSpace includes functionality for time tracking in the system and on mobile devices, and the information is synced back to the office for payroll, billing or both. It also offers due date monitoring to keep employees on-task and on-time with reminders, activity list and detailed reporting.

 

OfficeTools - Screen layout
 
  • OfficeTools - Screen layout
    Screen layout
  • OfficeTools - Contacts
    Contacts
  • OfficeTools - Scheduling
    Scheduling
  • OfficeTools - Projects tab
    Projects tab
  • OfficeTools - Time tracking
    Time tracking
  • OfficeTools - Billing
    Billing
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

7 Reviews of OfficeTools

Showing 1-7 of 7

 

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Ayushi from Arizona State University

August 2017

August 2017

Amazing software to bill clients

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Office Totals is an extremely efficient software. It has made billing the clients easy. You can easily track the time spent on a client project and bill accordingly.

Cons

There are some features and functionalities that could be improved. Also, bugs need to be fixed. Other than these minor issues, works perfectly fine.

Source: Capterra
 

Steven from Steven Meyerson CPA LLC
Number of employees: 1 employee Employees number: 1 employee

August 2017

August 2017

Lots of Value - Great Price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I'm a sole practitioner. I've used the product for over 8 years. I mainly use the billing, due date monitoring and portal. Office Tools makes my billing process easy. I have set up standard paragraphs and just insert to complete the invoices. Due date monitoring keeps me aware of due dates and will roll forward projects when completed. I have Thomson Reuters Practice included in a subscription package for essentially no cost, but choose to continue using Office Tools as it is a straight forward robust product.

Cons

I really don't have any "Cons" per se. On rare occasions, the software will freeze and I'll have to restart.

Source: Capterra
 

Sandy from Sandra G Johnson, CPA, PC
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Great program! Really helped us move our practice to the next level.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Increased revenues. Increased productivity. Increased accuracy.

Pros

Improved project tracking and time management increased our revenues more than enough to pay for the entire cost of the program. Employees are more productive. Projects and files are easier to find and track. Clients love the portal.

Cons

Not an overnight learn. Took three months to fully implement. Four years later, we're still learning but definitely worth it.

Source: Capterra
 

Angel from David Tucker CPA PC
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

The program is very Versatile, whether its for a small company or a big one

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Detailed organization of all of our clients.

Pros

Client reports, Scheduling and time sheets. It is really helpful being able to pull billing reports and other fully customizable reports.

Cons

The only down side is that sometimes the integrations need to pushed manually. This applies to demand force and the Office tools portal.

Source: Capterra
 

Jeffrey from KSDT & Co.
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

Very user friendly software, very customizable, excellent customer support, very reasonably priced.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Keeps my firm organized through project workflow, keeps track our time and billing, hold all of our client information.

Pros

The software is very user friendly software, very customizable, very reasonably priced. The customer support is amazing and they are open to feature enhancements. The features I enjoy most are the syncing with QuickBooks, the excel import feature, timers and entering time with ease, activity list keep you organized, project workflow is amazing. Very excited about the web based version coming out at the end of 2017.

Cons

Needs to link to other tax software other than just Lacerte.
Number of reports could be improved but not bad.

Source: Capterra
 

Leslie from Leslie A. Cesario, Ltd.
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Long time user. Couldn't imagine a day without Office Tools

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Great Practice Management resource. Everything in one place and syncs with my other software programs.

Pros

Connects your business all in one place. Great Customer Support. Great yearly conference. Great value for your $.

Cons

No negatives. When I first signed on years ago and they went to a new platform, there was some growing pains, but none since.

Source: Capterra
 

Andy from DePauw Johnson Inc
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

love the software. It is the First program all staff opens in the morning and last to close

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

total organization running our office

Pros

We have been using the software since 2007. It runs our office. All client information is under one hood. We use it to track projects as they move thru the office,capturing time , archiving documents and processing our billing as we move thru the month. We schedule our appointments, track phone calls. We use the client portal as a secure way to deliver and receive documents. I highly recommend this software to all accounting firms. You will no longer miss project deadlines. You will capture more billable time and become more efficient in your daily operations.
Feel free to contact me for more user perspective

Cons

i do not have any real cons regarding the software but had to write something to complete the review

Source: Capterra