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

145 Reviews of OfficeTools

 

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Software Advice Reviews (1)
More Reviews (144)

Showing 1-1 of 1

Tim from BLR, LLP
Specialty: Accounting/Taxes
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

They held my business hostage

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

It was okay to use (only took 3 years to set-up). However the schedule Sync only worked with Outlook and only sometimes. The export to QB did not work properly.

Cons

Customer service was always slow and often not helpful at all.

Review Source
 
 
 
Showing 1-20 of 144


October 2018

October 2018

Office Tools is a great program

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support

Overall it is a good program and I would recommend it. They are always working on adding new features and also have a place for customers to make suggestions on features they would like to see or changes that would be better.

Pros

This software is a great option for tracking clients/vendors/contacts, to do's projects, deadlines, and reminders. I like the options for setting a reminder or not when I create a project. I like to be able to see not just my project /to do list but also for everyone in the office. I also like that we can store documents related to the client/contact/vendor to easily find them when we need them.

Cons

Some features and settings are not easy to figure out. It would be nice to customize the program more to our needs but customization's are limited.

Review Source: Capterra
 

Leticia from Douglass and Liebig
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

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

Office Tools is a nice data management software. It allows the user to keep track of a time card, which is crucial to a CPA firm.

Pros

I like the way it allows the user to drag source documents into the data management program. Emails are also easy to drag into. Most documents are easily dragged into the software program with ease. It also allows to keep track of projects and their progress. Nice feature.

Cons

I wish they had a better way to store the information. Yes there are the filters to bring up certain years and data. However, it would be a better software if the data were stored in folders. Where the folders were named and there reside the documents. They would be out of sight until one needs to search for certain information.

Review Source: Capterra
 


October 2018

October 2018

OfficeTools Experience

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

OfficeTools is a great way to organize all client information and communicate with other staff. Invoicing and running reports has caused issues but overall the system has been a major support to our work.

Pros

The document management on OfficeTools is great! We are able to keep all client information in one location that staff can view an edit at any time. It also allows for up-to-date information and increases our communication efficiency.

Cons

The invoicing and reporting are not compatible with an upfront/fixed pricing model. If OfficeTools' system were to treat real retainers as liabilities, we would be able to have more accurate reporting. Right now we are having to do many workarounds to get decent reports.

Review Source: Capterra
 

Jonathan from CPA Solutions, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Great Program

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

We love the contact's feature, Notes, and the project management. The Client portal has also been a huge hit with our clients as it is very easy for them to use and understand.

Cons

It does take a bit to set up. I can't attest to their support in terms of helping as we originally started using the software before Abacus Purchased them.

Review Source: Capterra
 

Terri from Svihla & Associates CPAs, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Long term Office Tools User!

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

We have been using Office Tools for 12 years now. I cannot imagine how we functioned without it before and would not want to go back to those days. It is a very affordable and very comprehensive product. Also, it is very easy to implement and use. Our need to get support has been rare. Without hesitation, I recommend Office Tools!

Pros

Everything in one place! We have our scheduling, project and deadline management, phone call tracking, time-keeping and billing, and document management all in one place.

Cons

There really is nothing that I don't like about Office Tools. We did try out their client portal a few years ago, and we went to Sharefile to get some added features. But, we are going to go back to try the Office Tools client portal again before the end of the year. I am hopeful it will be a great change for us.

Review Source: Capterra
 

Ashley from Douglass & Liebig
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Good project management

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

This is much better project management than the old-school way of passing along a paper from preparer to reviewer, etc.

Pros

This software is great for managing and tracking projects. It helps the firm stay organized and on-track. There are lots of great features to maximize efficiency.

Cons

My bosses say that accounting for retainers in the invoicing process can be improved.

Review Source: Capterra
 

Marlene from Douglass + Liebig, Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Office Tools Pros and Cons

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support

Being introduced to a new software always feels intimidating, but it is fairly easy to use and get the hang of. If I ever have questions, someone at Office Tools will answer my question(s) and explain to me what the best/easiest option would be.

Pros

I appreciate that everything is in one spot. Office Tools allows us has client information/documents, billing, calendar, project management and more all in one area which makes it easier than going back and forth between different software.

Cons

I wish that it would be a little bit easier to run reports. It would be nice if Office Tools had had more options to filter our data while running these reports, but it is still a nice feature that they provide.

Review Source: Capterra
 

Alfred from Alfred J. Hackney, II, P.A., CPA
Number of employees: 1 employee Employees number: 1 employee

October 2018

October 2018

Comprehensive Practice Management Solution

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

Overall, I've been very satisfied with Office Tools. In the past, I was a member of the firm that developed its own computer-based time and billing system. Office Tools offers all the recording and analysis tools we strove to provide in our package and integrates nicely with document management and contact management.

Pros

Office Tools provides all the elements required to manage my small accounting practice. Contact management, document management, time, billing & collection are seamlessly interfaced. The Office Tools modules that I do not use do not interfere with the use of the elements that I do use.

Cons

it is difficult to find something to dislike about Office Tools. It is sometimes difficult to find where, in the program, adjustments to certain settings should be made. Also, occasionally, it seems that updates are promulgated, of which I do not received notice.

Review Source: Capterra
 

Julie from CBH Business Services
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Still Learning All Possible Uses

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

This program has helped me organize my week and prevented missing deadlines.

Pros

I like the monthly schedule because I can take a look at one page and see what I have coming up for the week. The only complaint is, I am now entering as appointments and in the past I was able to enter as "to do's" Also, am impressed with the customer service when I had problems with resetting my password.

Cons

It will take some time to learn all of the possible uses, but like what I have used to date. Do wish there were more training options. We have the assignments set up and I like being able to see what needs to be done but can be overwhelming if you get behind.

Review Source: Capterra
 

Susan from Northwest Tax Associates
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

VERY INCLUSIVE PRODUCT

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

This product can meet multiple needs and give access where and when necessary to all peoples. The intention really is to not allow things to fall thru the cracks.

Cons

May be necessary to have training to enable you to use it successfully.

Review Source: Capterra
 

Autumn from Crippen & Co.
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Great customer service!

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

Issues are always solved quickly. Customer service agents are always helpful and friendly.

Pros

Incredibly user friendly and easy to navigate.

Cons

The occasional crashing or locking up but it's typically taken care of quickly with easy fixes.

Review Source: Capterra
 

Amber from Hunter & Company
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Office Tools Review

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

Wonderful!

Pros

Everything! There is not just one thing I like about Office Tools. There are so many great and wonderful features of Office Tools.

Cons

No complaints. Being honest there is nothing I can say I least like.

Review Source: Capterra
 

Andy from DePauw Johnson Tax & Financial Services
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Great program

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

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

Review Source: Capterra
 

akore from ab cpa inc
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Saves me thousands of dollars and hours every year!

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

I used to track projects by emails in my inbox and files on the shelf, constantly putting out fires and dealing with what ever client was "on top of the stack".spending HOURS every day figuring out what I had to get done.....now the minute a project comes in (Via email,mail, or phone) I create a new Project in OfficeTools and I have an easily accessible, up to date task list of EVERYTHING I need to do. And I can assign tasks to staff, so my staff knows what to work on WITHOUT having to ask me. I cannot begin to quantify the dollars and hours this software has saved me.

Pros

The ability to quickly create and add items to a "ToDo list" and assign tasks to staff w/ documents attached (dragged straight from Outlook).

Cons

There is a learning curve - but that is to be expected with such robust software and customer support was great helping me learn features I couldn't figure out myself (since I refused to do the training and like to figure things out myself). Plus, the online tutorials were really great.

Review Source: Capterra
 

Karen from Jessica L. Christensen Ltd
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Review of Office Tools

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

It has been very helpful in making sure everything get done on time, which in this business is extremely important.

Pros

It is easy to follow a project from start to finish. Always know where you are at in the process and who is doing what.

Cons

I'm sure it's a setting thing, but not every assignment shows up in someone activity list.

Review Source: Capterra
 

Charmayne from Taylor Accountancy Corporation
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

One top ap for all your office needs

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support

We use OT the most for billing clients. It does a great job tracking employee hours and allowing the flexibility to change bills.

Pros

The favorite thing about Office Tools is the to-do list. It helps keep me on task and remembers the important tasks that I need to be sure to remember.

Cons

The letter writing function is difficult and time consuming. What you see in the letter screen is not always the same format that is printed. It takes a lot of time to save any changes that you make.

Review Source: Capterra
 

Mari from Johnson & Company
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

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

For the most part we are pleased with the functionality of Office Tools. The help sections needs to have a few more topics that it will help with.

Pros

It makes organizing files very easy. There are money sort options to choose from when searching for documents.
The time tracker is really useful when working on large accounts.

Cons

It does not require an account to have a designated number. It stores information by the name on the account. If there is ever a name change, (such as with a marriage or divorce) all documents assigned to the original name disappear.

Also in the billing feature, there is no report that you can run that will let you search by a specific invoice number.

Review Source: Capterra
 

Stacey from Huddleston Mckenzie & Associates
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Been working with Office Tools for nearly 14 years now

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

We use Office Tools for our companies billing, tracking time, tracking our projects for our clients and for our scheduling appointments with clients. We have used this product for nearly 14 years and it helps our office run smoothly. We have access to each others schedules and daily tasks. Everything is right at our fingertips.

Pros

I really love that it is user friendly. It really helps keep me on track with my tasks with all the projects that have been assigned to me and when it was assigned. It really helps me not forget about projects. I love all the available reports that you can print. There are reports to help track or Work in process and reconcile our billing and many many more.

Cons

There is not any thing really in particular right now that I would say I least like about the software. I find that if I have an issue with the software I can call technical support and they are always very helpful.

Review Source: Capterra
 

Leibish from Leibish Leser & Co
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Great Product!!!

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

Since I started using Office Tools My workflow is more efficient and I everything in organized!

Pros

The projects and the time tracking. I have a schedule of what I need to do and I can easily time my work.

Cons

I can't delete the my contacts easily and I can't have one contact for business and individual.

Review Source: Capterra
 

Andrea from Christopher V Haro, CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Office Tools Streamlined Our Office

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

During tax time, we no longer have to hunt for files or track down who has it or what's been worked on. Any questions for the client can be easily noted.

Pros

The software gives all of our employees an easy place to go to find out where files are, client status, etc. They can see what projects are assigned to them and move them on easily.

Cons

Customer service is good, but wait times are sometimes long.

Review Source: Capterra
 
 
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