OfficeTools 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

OfficeTools

4.0

(196)

Pricing

Pricing available upon request

About OfficeTools

OfficeTools is a practice management solution for tax and accounting firms. Key features include client management, project management, time tracking, billing and invoicing, scheduling and reporting.

OfficeTools offers a central repository of client information and has a bi-directional sync with other accounting and tax applications. All client information is connected to open tasks and assigned team members. The calendar and project management feature enables users to see project status and employee schedules and allows users to delegate tasks to team members and efficiently move work through the firm eliminating the need for manual workflows.

OfficeTools includes functionality for time tracking and a companion mobile app, 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.

Support is available by phone, email online knowledge base and video tutorials.

OfficeTools Screenshots

OfficeTools Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

OfficeTools WorkSpace

Pricing available upon request

Plan includes:

Client Billing Rate
Client Types
Customizable Fields
Import Clients From Excel
Predefined Invoice Templates
Set Appointment Availability and Custom Invoice Template
Unlimited Contacts

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OfficeTools Features

Popular features found in Billing and Invoicing
Billing Portal
Contact Database
Customizable Invoices
Invoice Processing
Mobile Payments
Multi-Currency
Payment Processing
Quotes/Estimates
Reporting & Statistics
Tax Calculation
Time & Expense Tracking
More features of OfficeTools
Accounting
Appointment Management
Approval Workflow
Audit Trail
Billable Items Tracking
Billing & Invoicing
Calendar Management
Client Management
Client Portal
Collaboration Tools
Communication Management
Contingency Billing
CRM
Customizable Branding
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
Monitoring
Online Invoicing
Online Payments
Project Accounting
Project Billing
Project Time Tracking
Project Tracking
Recurring/Subscription Billing
Reminders
Staff Management
Task Management
Task Progress Tracking
Timer
Timesheet Management
Time Tracking
Workflow Management

OfficeTools Integrations

Microsoft Outlook

Microsoft Word

Microsoft Excel

QuickBooks Online Advanced

Lacerte Tax

OfficeTools User Reviews

Overall Rating

4.0

Ratings Breakdown

42%

35%

12%

Secondary Ratings

Ease of Use

3.7

Value for money

3.7

Customer support

3.8

Functionality

3.9

Andy D.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed October 2018

Great program

Ratings Breakdown

Ease of use

Value for money

Previously 5

Customer support

Functionality

Pros:

this is the first piece of software that every staff member opens in the morning & last to close at night. Everything you need to track your accounting office in one place

Cons:

now that they got bought out, price is going up

Carlos F.

Verified reviewer

Information Technology and Services

1001-5000 employees

Used weekly for less than 6 months

Review source

Reviewed October 2024

Built in OfficeTools

Overall this product has been great for our company. OfficeTools integrates with popular tax software, improving data flow and reducing manual entry, which helps mitigate errors.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

OfficeTools software offers a range of benefits tailored to accounting and tax professionals, making it a comprehensive practice management solution. It consolidates client information, documents, billing, and workflow into a single platform, reducing the need for multiple software tools.

Cons:

The only con about this product is the cost. The cost of implementation, training, and ongoing subscription fees may add up, especially for businesses that don't need all of the features.

Reasons for switching to OfficeTools

Karbon is a great product but far more expensive than OfficeTools. For the features and processes that are needed in our department, it made more sense to go with OfficeTools

Vendor Response

Carlos, thank you for sharing your experience working with OfficeTools. We love to hear from happy customers like you.

Replied October 2024

Debby M.

Accounting

11-50 employees

Used daily for less than 2 years

Review source

Reviewed September 2018

Smooth operation

Previously 4

Ratings Breakdown

Ease of use

Previously 3

Value for money

Customer support

Functionality

Pros:

This software is very easy to use. I like that there are a variety of reports

Cons:

I do not like the recurring billing function. Or at least I have not been successful in getting it to work properly. It would be great if it did so I wouldnt have to do my billing through Qbooks

Cathleen V.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed November 2020

Office Tools "was" the next best thing. Honest review: I have "loves" and "hates"

The portals are easier for my customers to use than my old portal product. Customer service: none unless they can sell you more product or $$. Often times unresponsive. Billing flexibility definitely better than my old product but recurring monthly or quarterly not as automated as I would like. We found the dashboard to be very confusing and counter productive as far as tasks, appointments and to-do items, my staff was still keeping spreadsheets of their projects for clarity. 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. We have actually now split into two different products as we wanted beefier document management tools. Calendar connecting with exchange was a hot mess.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There are a lot of things I love about this software and it was a vast improvement 3 years ago over what I was using. 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. 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. Love: ability to link charge card processing both to portal and to invoice. Love - time reports for easy payroll processing. My clients love the portals.

Cons:

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. Hate: could never get project reports to print everything I needed. Matter of filters. I will give them the benefit and say perhaps I didn't learn that part well enough. Hate: tech support used to be terrible before they were bought out, has improved but still not great. I may now be really spoiled by the product I moved to - response sometimes within minutes. Hate: BEWARE: their contract has auto renewal without positive confirmation from user. I left them because I spent countless hours with their tech support, and many many $$ in tech support, and by their own admission, it was an issue they were aware of, and nothing to be done about . Now they want to charge me for the entire year and not let me out of it, unless I spend countless more time and $$ to try to resolve the issue that they already know they could not resolve. We have been receiving an error message when logging in for months. They know about it. Yes, you can just click through it and log in, but it is another annoyance that they are aware of yet still want to charge me for an entire year when I have limped through the last several like a dedicated customer. The ability to link my calendar in exchange to that in Office Tools was a deal maker/breaker for me.

Reasons for choosing OfficeTools

I looked at so many I honestly don't remember which ones three years ago. But it solved several pain points for me at that time.

Reasons for switching to OfficeTools

better portals, ability to replace three products with one, DMS being windows folder structure rather than some proprietary structure. But at the end of the day, the DMS didn't have the oomph we desired.

Janet P.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Review source

Reviewed May 2020

Great productivity tool but has some issues

It streamlined our business and made every step clear for each team member. The projects flow nicely from one person to next. Especially while we work remotely because of the Covid-19 pandemic, it allows us to work efficiently without missing a beat.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

OfficeTools creators have thought of every aspect of the business and that's what we loved. Any questions that we had "can we do this or can we do that" the answer was yes. You can create projects, assignments, To Do and have it set-up anyway that works for your team. You can use it for marketing emails with groups, etc. Very well designed.

Cons:

It has glitches and it takes some time to learn how to use it. 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..." then you realize you need to log back in for the software to refresh and show you everything. It doesn't notify you that Lacerte has been logged off. Also, the training module and how it works was a bit confusing for us.

Reasons for choosing OfficeTools

OfficeTools had more options for projects and assignments. It also works with Lacerte.

Reasons for switching to OfficeTools

JetPack was a good product for a start, but it doesn't have all the capabilities that OfficeTools offers. We are a growing business and we needed something that allows us to do that.

myles s.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed June 2022

From HORRIBLE OfficeTools moved to TaxDome

HORRIBLE software!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

ABSOLUTELY ZERO. At the time OfficeTools seemed like the only practice management software that could consolidate some of our management software. Was interested in the Lacerte sync function, but it's basically useless. Every year you have to wait for the developers to fix the sync, usually this is done after tax season haha. So adding new clients to Lacerte and expecting them to sync to OfficeTools is a joke.

Cons:

Too many to list. Stone age program that needs to be taken out to pasture. STAY AWAY!

Reasons for choosing OfficeTools

Worst business decision of my career.

Reasons for switching to OfficeTools

Hoped for software consolidation, oops. Ended in a nightmare.

Judy R.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed March 2020

Could be a good product but no customer service to help you realize its potential.

Trying to get answers to specific questions is futile. There is no attempt to identify a problem. They are dismissive if they have never seen it before . As you show them, on your screen, what the problem is and ask for a solution you get - "you need the newest update, that will get rid of the problem" or "it is your fault" or my personal favourite - "that doesn't happen" as they watch it happening on the screen.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Love the time feature. It is easy to record the time you spend on a file. You can have multiple timers going to track clients that you have stopped working on while you answer the phone, or wait for info from them. Our billings went up 20 % immediately because we were keeping track of our time better. The project management is great as long as everyone is vigilant about tracking their files. 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.

Cons:

There is no follow up on queries, compliments or complaints. They only call if they want to sell you more. It could be a great product if the customer service was there. Someone that will look at the problems and discuss possible solutions or a work around. But that doesn't happen so thank you Capterra for giving us alternatives to look into.

Reasons for choosing OfficeTools

Because it was a smaller company and in our time zone. Easy to contact and you could request the people you worked the best with. Unfortunately it was sold to a much larger company and I think that added to the customer service problem.

Reasons for switching to OfficeTools

Maximizer was becoming more and more a sales persons database and wasn't working for us any longer.

Russell B.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed December 2021

Does many things, but non of them well

Terrible

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Purports to be an all in one practice management solution

Cons:

Clunky, inefficient, outdated, not cloud based, and hogs a ton of local computing resources - impacting every other program we run. Lacerte integration (a key reason we choose OfficeTools) is spotty and glitchy. They push ridiculously long contracts - I’m stuck in a five year contract even though I stopped using OfficeTools after four months. Their portal is very limited and doesn’t easily offer permanent access to client files. They didn’t secure their SendGrid relay properly resulting in several clients getting emails from a hacker (falsely) claiming that their data had been hacked.

Reasons for choosing OfficeTools

It seemed to be the best choice. I was very, very, VERY wrong.

Reasons for switching to OfficeTools

I was looking for a more comprehensive option for our client portal

Bernie T.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed July 2021

Office Tools - a CRM with time tracking and billing

Terrible all around - would not recommend to anyone.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Office Tools was very good at client tracking, recording activities and histories.

Cons:

There is no project management and their customer service is by far the worst I've ever been in contact with. Our renewal was up in 45 days and I sent them an email to let them know that we had fewer employees now and needed fewer licenses. 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. I tried calling and emailing to no avail - buyer beware!

Reasons for switching to OfficeTools

We thought using an accounting specific CRM would be an upgrade - it wasn't.

Matthew L.

Verified reviewer

Used daily for more than 2 years

Review source

Reviewed October 2017

Hard to find any other option that's as simple and powerful.

Great office hub.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

70-80% of the features provided are very easy to use and very intuitive. The navigation getting from task to documents to calendar etc is super easy. You feel like a power user almost right away. Documents and the portal system are easy to use and very intuitive. Same with ToDo's, Calls, and schedules. Instant success. Billing is easy at it's basic level but as you get into options and features it can take some time. A fair trade off for the feature set. Time tracking is available for evey screen in the software so that's great.

Cons:

They have an amazing base product. They need to stop shooting them selves in the foot on updates, new feature roll out and customer relations. Examples are: 1. Pacific time support hours only. If your on the east coast and you have a problem in the morning, you get to deal with it until 11am. That's a problem. 2. No user community. Facebook and linked in are not user communities. They need to have a place for users to gather, ask and answer questions, and post information about services and updates so users can be informed. 3. Being proactive when there is a system wide issues. Like every software company, things happen from time to time. I have no problem with that. But when it does there should be an e-mail alert to all users and it should be posted in the user community. I should not have to check face book on the off chance something is posted. 4. Loosen control of system variables. The report function, which is very good, hits strong limits when you can only access certain variables from the system depending on the report type. There is no reason to limit access to variables. Multiple reps from inside the company agree with this and have for years, yet no change. 5. Online helps and training. Office tools has some excellent online videos and resources for using their software. But they tend to not be updated regularly and are hit and miss on what they cover and what they don't. There is little consistency in online help. 6. Out of room!!!

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