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OfficeTools software

110 reviews(4.0/5)
110 reviews(4.0/5)

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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8

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110 Reviews of OfficeTools

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  • Andrew from Andrew Terry, CPA

    July 2018

    I just wanted to drop a quick note to let you all know about exceptional customer service.

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

     I'm a long time Office Tools user who was MAD when I got my renewal quote. The quote included 2 more users than our small firm has, and I misunderstood it to mean that you only offered the program with a minimum of 5 users.  The initial quote represented a 162% increase over the prior year and I was informed that the Office Tools user agreement, we would lose access to our data once the subscription expired.

    I immediately went shopping for alternatives.  Long story short, he was willing to work with me despite my very vocal displeasure. He was very professional and took the time to answer all my questions thoroughly, as result he helped you retain a long time customer.

    FYI, I'm very happy to learn that under Abacus's user agreement, we'll retain read-only access after the expiration of our subscription.

    Cons

    I do not feel there are any cons worth mentioning at this time, or things I like the least about the software

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • eve from Cox & Associates CPAs

    Number of employees: 2-10 employees

    July 2018

    We are are a work in progress. The best thing about OT is having many products all within one.

    Ease-of-use
    Functionality
    Quality
    Support

    time tracking and billing

    Pros

    Time tracking! The time tracking component and billing feature is easy to use, once you get used to it and a real time-saver for our firm. I like the ability to keep track of client contact info. and notes all in one location.

    Cons

    The portal - it isn't as flexible as I would like esp. compared to our past portal (Sharefile). I would like to have multiple client emails set up to access the portal and more space. The Esignature feature could be expanded to include more signers as well as add more information from the signer, such as title boxes, email or contact information.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • PATRICIA from HY APPELBAUM, CPA

    Number of employees: 2-10 employees

    July 2018

    The support was very helpful and allowed me to complete my project.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Knowledge is power -- it's always good to keep learning new things.

    Pros

    The fact that the technical support was very helpful in a short amount of time. I really don't have anything else to add.

    Cons

    I never worked with Office Tools before so I always have to remember it's not OUTLOOK. I really don't have anything else to add.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Heather from Ocheltree CPA

    Number of employees: 2-10 employees

    July 2018

    When I spoke to Nathan, he was very helpful and defiantly knowledgeable about Office Tools

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    This software allows me to do my job proficiently and with ease

    Pros

    I use this software every day and the ease of use is amazing. Very simple to learn. When we have a new employee, it is up to me to fully train this person on this software so they can be successful in their role in our company.

    Cons

    I honestly can't say anything bad about this software. I know my boss has mentioned the price going up, that's not good news!

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Cheryl from Burgmaier & Associates, Inc.

    Number of employees: 11-50 employees

    July 2018

    Leaving Office Tools immediately.

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

    We had used this software for many years so it was familiar to us and we know how to use it. That is about all I really liked about it....its familiarity.

    Cons

    Not Cloud based which in this day and age was a pain. Now that they are part of Abacus it seems like prices have skyrocketed. Went month to month on one product and after 5 months, the price increased again by 50% on that software. Not a fan at all.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Janette from Carter Group Tax

    July 2018

    It is very efficient for us bookkeepers to ease our job.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Makes our job easier to track.

    Pros

    I like how there is a lot of features to help us make the job easier. And helps record our process .

    Cons

    Because there is a lot of features it can be very confusing to control and modify. Finding ways to work with it can be confusing.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Mikee from CGT

    July 2018

    Amazing very useful.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Helps my my job more efficient.

    Pros

    I like how it can do so many things and very helpful for organizing clients. It is very beneficial people like us bookkeepers.

    Cons

    It is very confusing for the individual that does not have any experience with these types of softwares.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Aubrey from Barsa & company

    Number of employees: 11-50 employees

    July 2018

    I use it daily to track time and customer information and billing.

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

    I love the information storage with notes. I keep everything including procedures in OT. I am able to leave notes for junior accountants for future tasks. Now I use reports to keep a watch on juniors time on projects.

    Cons

    I don't find it easily usable for editing projects and tracking projects. I work quickly and have to slow down to update projects.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Jo from Barsa & Company

    Number of employees: 11-50 employees

    July 2018

    Great tool for practice management

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

    Integration with Lacerte
    Integration with Quickbooks (desktop only)
    Easier tracking and managing projects
    Ability to have everything in one place

    Cons

    No integration with QBO
    Reporting engine doesn't have drill down capability
    Portal can be confusing to clients if not set up properly

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Jill from Grass CPA & Associates, ps

    July 2018

    Wonderful product makes managing our clients and their projects easy

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

    Robust and comprehensive management of our firm can maintain client database manages all projects and invoices from this software too

    Cons

    The acquisition by abacus was rough customer service dipped and help was slow to come this was at the height of prep for tax season very inopportune

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Patrick from DuVal Fields CPA Group, PA

    June 2018

    Was a good value, not anymore.

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

    The software has most of the workflow functions centralized. Time & Billing, Client Database, a watered down document management, and calendar.

    Cons

    We have used it for 4 years now. The basic functions work well, unless they push an update and it breaks something. (2018.059)

    Lots of functions in the software are of zero use to us -
    Integration with Lacerte (We use Proseries)
    Integration with QB for billing/collections (We are cash basis in QB)
    Canon Scanners (We use large multifunction Ricohs)
    Portal (No better than our website portal)
    Cost - Abacus took over, gave us no communication, and a month before busy season help us hostage and doubled our cost. Here we are a year later and have doubled our cost again. ZERO improvement in the software since they took over and increased cost.
    The latest update Abacus pushed out literally broke the software. Printing reports and collecting payments now take extra steps.
    Doubling the cost twice with zero improvement to the product is how you lose business.
    We are actively looking for a replacement. Even if it costs the same as Office Tools, having communication, customer service, and trust is worth more. They completely fumbled this merger.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Matt from Westin

    Number of employees: 5,001-10,000 employees

    May 2018

    Great for the small businesses!!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    The peace of mind that entries can not be entered more than once!

    Pros

    Works fantastic for small companies. The software intergrates well, which I love. It's pretty simple to use. Duplicate entries was a big stressed for me but this program will not allow for duplicates.

    Cons

    What I do not like if the fact that is does not accommodate for larger business. Only downfall for me.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Mike from SMTD

    April 2018

    Basic software for Billing

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

    The scheduling and database management features are what attracting us to try this software out. There are more features to this software but we did not use them as they did not apply to what we were doing.

    Cons

    Training and customer support could improve. The price point is not in line with other software that does more and excels at it.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Michelle from FF Tax Preparation

    March 2018

    Customer Support is bad, and training is needed.

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

    It helps a lot with client management, time tracking, scheduling and reporting, and billing and invoicing. I like that it shows me my tasks and the status of them. The calendar is also linked with all the users to make scheduling very effective.

    Cons

    The system is not user friendly and requires quite a bit of training. However, training costs even more money. The customer support is almost impossible to get in touch with making the system very difficult to use.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Tim from BLR, LLP

    Specialty: Accounting/Taxes

    Number of employees: 11-50 employees

    March 2018

    They held my business hostage

    Ease-of-use
    Functionality
    Quality
    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Verified Reviewer

    Number of employees: 5,001-10,000 employees

    March 2018

    Can be great with the right support

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    This is a business management and professional services solution for accounting firms and other practices. It can help with client management, project management, time tracking, billing and invoicing, scheduling and reporting. It helps seeing what tasks I have on and what the status is of them. The calendar is very useful as all users can keep track.

    Cons

    You will need training for the system and there is a cost for this. I struggle to get in touch with the support team and so it make's using the system difficult at times.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Verified Reviewer

    February 2018

    Better value than ProFX but customer support is terrible

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

    I like the recurring invoice feature and that I can find documents easily. It doesn't alter your files the way eFileCabinet does and so if you want to change software, no exporting is necessary. I also like that it syncs with Lacerte, QuickBooks and Outlook.

    Cons

    It is very difficult to figure out on your own. You have to pay for training and there are not enough online resources to figure out how to change settings yourself. Since the middle of 2017 support does a terrible job of returning your call or email. You will have a very long hold time. I left a message to schedule training (which I will have to pay for) and they never returned my call. Though most of their clients are CPAs they took presidents day as a holiday, even though it is tax season. I have an immediate need but will have to wait until tomorrow to even get an appointment to get on the schedule.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Rebekka from Pine and Company CPAs

    February 2018

    Used to like it but not happy anymore

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

    Easy to use and pleasant interface - enjoy having billing, projects, time, and calendar tracking in the same place

    Cons

    Cannot use on hosted environment other than cloud9 (which is awful)
    Price increases over 50% after purchased by Abacus
    Several limitations in more complex functions

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Nickisha from Scotiabank

    January 2018

    Easy to use

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

    It has time keeping, customer data and billing most of what one would require using a management software.

    Cons

    Technical support is most times hard to reach which can be a bit frustrating but that's the only issue I've had so far.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Erin from Steven L. Steward & Associates

    January 2018

    Easy to use once initially figured out

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

    I like that there are so many different features and functions available within Office Tools. It is very user friendly once you figure out what you need to do and how it needs to be done.

    Cons

    The numerous features are hard to figure out and not readily apparent unless you're told about them in a tutorial or by a coworker, etc. It's not very easy to just play around with and figure things out.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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