# OfficeTools Software Reviews, Demo & Pricing - 2026 > Review of OfficeTools Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/accounting/office-tools-profile --- [Home](https://www.softwareadvice.com/) / [Billing and Invoicing Software](https://www.softwareadvice.com/accounting/billing-invoicing-software-comparison/) / OfficeTools Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/accounting/office-tools-profile/reviews/)[Alternatives](https://www.softwareadvice.com/accounting/office-tools-profile/alternatives/) # OfficeTools 2026: Benefits, Features & Pricing Wondering if OfficeTools is right for your organization? Our Billing and Invoicing Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pros and Cons - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview OfficeTools 4.1 [(196)](https://www.softwareadvice.com/accounting/office-tools-profile/reviews/) 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. Wondering if OfficeTools is right for your organization? Our Billing and Invoicing Software selection experts can help you in 15 minutes or less. ## OfficeTools User Interface ## Popular OfficeTools Alternatives Main Product OfficeTools 4.1 [(196)](https://www.softwareadvice.com/accounting/office-tools-profile/reviews/) Ratings Breakdown - 3.71Ease of use - 3.67Value for money - 3.79Customer support - 3.94Functionality Pricing Available upon request Get Price Alternative Product [PayPal](https://www.softwareadvice.com/retail/paypal-profile/) 4.6 [(26440)](https://www.softwareadvice.com/retail/paypal-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.52Value for money - 4.25Customer support - 4.56Functionality Pricing Available upon request Get Price Alternative Product [QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/) 4.3 [(8460)](https://www.softwareadvice.com/product/393202-QuickBooks-Online/reviews/) Ratings Breakdown - 4.24Ease of use - 4.16Value for money - 4.00Customer support - 4.27Functionality Pricing Starting at $38.00 per month Get Price Alternative Product [Abby](https://www.softwareadvice.com/cpq/abby-profile/) 4.7 [(604)](https://www.softwareadvice.com/cpq/abby-profile/reviews/) Ratings Breakdown - 4.73Ease of use - 4.69Value for money - 4.72Customer support - 4.58Functionality Pricing Starting at €0.01 per month Get Price Alternative Product [Bookipi](https://www.softwareadvice.com/accounting/bookipi-profile/) 4.8 [(176)](https://www.softwareadvice.com/accounting/bookipi-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.75Value for money - 4.57Customer support - 4.64Functionality Pricing Available upon request Get Price Alternative Product [Jobber](https://www.softwareadvice.com/field-service/jobber-profile/) 4.6 [(1457)](https://www.softwareadvice.com/field-service/jobber-profile/reviews/) Ratings Breakdown - 4.62Ease of use - 4.40Value for money - 4.59Customer support - 4.35Functionality Pricing Starting at $39.00 per month Get Price ## OfficeTools Pros and Cons We analyzed 196 verified reviews for OfficeTools to find out what actual users really think. Select to learn more Organized Client Data Access With OfficeTools, all client information, documents, and communication histories are stored in a single system. Teams can easily access client files, track activities, and view progress on tasks. The centralized database improves organization and makes it simple for staff to collaborate and manage client relationships. Centralized Billing And Workflow Tools OfficeTools brings billing, project management, time tracking, and document handling together in one platform. Users appreciate how it streamlines daily tasks, reduces the need for multiple software products, and makes tracking projects and invoices easier. The integrated approach helps firms manage schedules, payments, and reporting efficiently. Slow And Inconsistent Support Response Users often struggle to reach customer support, facing long wait times and difficulty getting issues resolved. Many report poor communication, lack of helpful responses, and inconsistent follow-up. These challenges make troubleshooting and setup frustrating, impacting overall satisfaction with the product. ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review Microsoft Word Integration rated undefined from -1 review Microsoft Excel Integration rated undefined from -1 review QuickBooks Online Advanced Integration rated undefined from -1 review Lacerte Tax Integration rated undefined from -1 review ## OfficeTools User Reviews Overall Rating 4.1 Ratings Breakdown 5 43% 4 34% 3 12% 2 8% 1 4% 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 5 Ratings Breakdown 5 Ease of use 4 Value for money Previously 5 5 Customer support 5 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 Read More CF 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 5 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 5 Ease of use 3 Value for money 4 Customer support 4 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 Read More DM Debby M. Accounting 11-50 employees Used daily for less than 2 years Review source Reviewed September 2018 Smooth operation 5 Previously 4 Ratings Breakdown 5 Ease of use Previously 3 4 Value for money 5 Customer support 4 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 Read More CV 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" 4 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 3 Ease of use 4 Value for money 1 Customer support 4 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. Read More JP 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 5 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 4 Ease of use 5 Value for money 4 Customer support 5 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. Read More ms 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 1 HORRIBLE software! Ratings Breakdown 1 Ease of use 1 Value for money 1 Customer support 1 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. Read More JR 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. 2 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 2 Ease of use 2 Value for money 1 Customer support 2 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. Read More 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 2 Terrible Ratings Breakdown 1 Ease of use 1 Value for money 3 Customer support 2 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 Read More BT 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 2 Terrible all around - would not recommend to anyone. Ratings Breakdown 1 Ease of use 2 Value for money 1 Customer support 2 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. Read More Lyndsey L. Verified reviewer Used daily for more than 2 years Review source Reviewed October 2017 Office Tools has streamlined our office, we now only use 1 program where we used to use three. 5 Everything is in one place. I can track the progress of projects that co workers are doing, so when someone calls and can tell quicker where we are on there return or other accounting service. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: Can add To Do's in program for reminders to do several things. Keep track of appointments easily. Documents are easy to find. Can add notes about clients. Can track status of projects and set due dates. Can send documents out for esignatures securely and its easy for clients to sign and return. Cons: Wip and A/R balances don't match from end of month to beginning of next month. When adding Wip to invoices, system writes off balance to zero instead of showing profit if billed amount is still over the amount of WIP on bill. Documents for business clients is harder to sort, employees like to have folders. Read More Showing 1 - 10 of 196 Reviews [See All Reviews](https://www.softwareadvice.com/accounting/office-tools-profile/reviews/) ## OfficeTools Popular Comparisons [PayPal vs OfficeTools](https://www.softwareadvice.com/accounting/office-tools-profile/vs/paypal/)[QuickBooks Online vs OfficeTools](https://www.softwareadvice.com/compare/38491-office-tools/vs/393202-QuickBooks-Online/)[Abby vs OfficeTools](https://www.softwareadvice.com/cpq/abby-profile/vs/office-tools/)[Bookipi vs OfficeTools](https://www.softwareadvice.com/accounting/bookipi-profile/vs/office-tools/)[Jobber vs OfficeTools](https://www.softwareadvice.com/field-service/jobber-profile/vs/office-tools/)[QuickBooks Enterprise vs OfficeTools](https://www.softwareadvice.com/accounting/office-tools-profile/vs/qb-desktop-enterprise/)[Canopy vs OfficeTools](https://www.softwareadvice.com/compare/38491-office-tools/vs/127735-Canopy-Tax/) [Compare All Alternatives](https://www.softwareadvice.com/accounting/office-tools-profile/alternatives/) ## Other Top Recommended Billing and Invoicing Software [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** (687) Recently recommended **546** times [Sage 50 Accounting](https://www.softwareadvice.com/accounting/sage-50cloud-profile/) **3.9** (465) Recently recommended **259** times [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) **4.2** (2043) Recently recommended **203** times [Rippling](https://www.softwareadvice.com/hr/rippling-profile/) **4.9** (4793) Recently recommended **172** times Stuck Between Options? Our experts can help you compare OfficeTools with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice