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

87 Reviews of OfficeTools

Showing 1-20 of 87

 

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Daniel from Platform Tax and Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Overwhelming but the only software that handles our 3 of our major needs all in one place.

Ease-of-use

Functionality

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Value for Money

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Client info, notes and documents are all in one place.

Pros

It keeps Client info, notes and documents all in one place. It will keep permanent notes on clients plus

Cons

The dashboard is visually overwhelming. It is really hard to see what you need to do at a glance. Way to many places to enter dates for a project. Overall it is cumbersome to use. Plus you charge us to have people help us understand the overly complicated program.

Review Source: Capterra
 

Gina from Stranger, Tallman & Lautz Accounting

October 2017

October 2017

Great software, could use some improvements

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Having all my firms client info in one place. Being able to track projects through the office.

Pros

I like having everything tied together, having all a single client's info in one place, being able to link related clients, have all notes in one place, etc.

Cons

There are some bugs, it's also a very hefty program so it sometimes runs slow on our aging server. Also it's pretty complex to learn and some features are counterintuitive.

Review Source: Capterra
 

Karen from Eberhart Accounting Services, P.C.
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Great way to keep track of what projects my staff and I need are working on.

Ease-of-use

Functionality

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track my staff, track my workload

Pros

Staff time linked spent linked to the projects they are working on. This way I can analysis the best use of my staff time. This tracks their hours, which I use to pay them.

Cons

it seems expensive for a small accounting firm like mine, however, other programs have way too many options that I would not use and a much larger price tag.

Review Source: Capterra
 

Kevin from Foothill Business Services Grand Junction

October 2017

October 2017

Great program for keeping track of ALL things

Ease-of-use

Functionality

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The ability to keep track of clients and where their files are and how the projects are progressing.

Pros

This is the best program that I have seen to keep track of billing, projects, client calls, to do lists, and much more. Everything is easily found and gotten to.

Review Source: Capterra
 

Abraham from Abraham Fasten & Associates
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Great product. It was a real turning point for my firm.

Ease-of-use

Functionality

Product Quality

Customer Support

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Pros

The office tools software package has a great document folder system and an excellent time billing program.

Cons

The project and workflow is a bit overwhelming. I went to two seminars and used a few hours of support and still cannot implement the use of programs. It might be due to the high volume of small projects that my firm has.

Review Source: Capterra
 


October 2017

October 2017

Still learning the system but so far I can see the benefits

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

The organization is what I like the best about the software . It makes things simple and you know as long as you use it nothing will be forgotten .

Cons

the learning curve . Navigating the system and learning what it can and cannot do is sometimes frustrating but with time this will be quelled .

Review Source: Capterra
 

Richard from BDS Accounting Services Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Generally good - but concerned about the future.

Ease-of-use

Functionality

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Document/contact management

Pros

Good Product. OTP good service - but only on West Coast Time - need to expand hours . Staff, particuliary Mike G and Jarred F, are great to work with.

Cons

Company bought by Abacus 5/31/17. Sales now handled by Abacus. They want a 3 yr contract!! No upgrades of any kind since Abacus - but price increase and they want a 3 yr contract. Seem to be pricing themselves out of market for small firms. First comments were that I should just pay the increase because of the buyout. I think they should improve my value before raising prices! Three year contract is not competitive!
Like the new weekly training classes, hope they will keep these archieved so we can use them for staff training

Review Source: Capterra
 

Kim from Myers, Patsy & Associates (JPMyers & Associates)

October 2017

October 2017

OT has been difficult to implement and use. We have had several technical difficulties as well.

Ease-of-use

Functionality

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Pros

We bought the Program because it interfaces with QuickBooks and had a scheduling program. I gave customer support the best rating bc they are lovely and patient when you talk to them. The employees really are your best asset.

Cons

The software has had several technical problems. It doesn't seem to easily showed budgeted time for scheduling purposes like we thought. It doesn't sync with QuickBooks easily (invoices show up skewed). There are so many boxes to click and items to fill out that it makes entering information time intensive. And some of those items really don't do anything (click the Extension box on a project, but there is no Extension report to show who you have on extension as an example). Crystal reports are clunky to work with. I gave training a higher score because they are lovely, patient and informative, but an issue we have with training is sometimes the trainer will tell us to do "x" but doesn't explain how that will effect "xy&z" down the road. I really wanted the software to work well for us but it really has been difficult.

Review Source: Capterra
 

Jana from Ivan Breger, CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

This program is a good addition to a small office.

Ease-of-use

Functionality

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Value for Money

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The scheduling and the to do list is great.

Pros

The "scheduling" and the "to do" functions are great. Customer service is helpful in assisting with questions.

Cons

The software is not easy to figure out on your own and although I am sure there are a number of things within the software that are ideal to use, it is not user-friendly.

Review Source: Capterra
 

Arturo from VARGAS CPA PC

October 2017

October 2017

Not user friendly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Pros

Time allocation by customer very detailed easy to purchase. Support was good and efficient with menu options

Cons

You need someone on a full time basis just to manage this software. It defeats the cost. saving and any kind of efficiency

Review Source: Capterra
 

Lisa from Listwak, Finke & Associates

October 2017

October 2017

Overall satisfied.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

OTP is very easy to use. There are a variety of reports available and the customer service is exceptional.

Cons

If you are itemizing a bill, there is no way to line it up. You have to export to word and do it that way.

Review Source: Capterra
 

Jordan from JGN
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

very frustrating to transition to the system. many technical conflicts.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

billing and time tracking, easily tracking phone calls

Pros

the billing and tracking features are very useful. logging phone calls is a very useful feature. support team is very nice. support legitimately wanted to help and resolve issues.

Cons

implementing the software, working out bugs, still are bugs in the program which slow down use and entering info

Review Source: Capterra
 

Jeffery from DaleTax
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Software was Valuable to our firm first. But then it became cost prohibitive.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Support

Practice management in one platform.

Pros

I like the document management service. The scheduling software. And I like the notes. We also used the to dos quite a bit.

Cons

The cost. And the fact they update the software year during tax season. Because of the cost, this will be the last year that we will be using Office Tools Pro. Also, the cloud-based features are severely lacking. In order to be able to view your schedule online, you have to have Outlook and an outlook sync subscription with Office tools pro. And even that feature is very clunky and works very rarely. We had many preparers in our office miss Appointments because they did not show up on the outlook schedule on their phones. The only effective way to see appointments was to remote in to the computer to see the scheduling within the program directly.

Review Source: Capterra
 

Jeffrey from Winer CPA PC
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Without proper training we have used only portion sof the 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

Time capture and billing.

Pros

Capturing time and the billing process. Software works every well with staff input and partner review. Billing process is fairly simple at a basic level.

Cons

Training was inadequate. Videos don't address many issues. Updates are not advsied until problems occur.

Review Source: Capterra
 


October 2017

October 2017

Not a very responsive company to practitioner issues. I decided not to continue.

Ease-of-use

Functionality

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Learned what to look for in purchasing this type of software. I need web based software where the vendor does not charge me for training on how to use his software. One that is more simple and flexible for small business.

Pros

Appears to be very detailed and has all the information. Does capture all information. But it can be overwhelming.

Cons

Tied to one computer. Not web based.
Training cost was very high. I found a competitor that did not charge for training on how to use their product.
Too much information and detail for a small firm.

Review Source: Capterra
 


October 2017

October 2017

I don't feel any upgrade or difference from my previous software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Value for Money
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Support

None that i can feel right now

Pros

The features are useful if only they would have been made easier to use and not soo complicated. I also prefer the vast options it gives me.

Cons

It has a lot of complications and round about features. The customer support went drastically down after they shifted ownership. This does not feel worth my money.

Review Source: Capterra
 

Dan from The Mumford Group

October 2017

October 2017

Office Tools has been a very practice management tool for our firm

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Value for Money
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Pros

The product has a lot of features that made the implementation in the first year wonderful. The support staff was great and easy to access. Ease of use, reporting, billing features

Cons

40% + cost increase for the new year. The Lacerte software integration did not work very well. There are issues that could not be resolved with the multi-firm features of the product

Review Source: Capterra
 


October 2017

October 2017

Good experience so far.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
Value for Money
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Support

It¿s a one stop shop. We can do everything we need to through Office Tools.

Pros

I love the billing on this program. I have just taken over billing for our company and it has been user friendly and easy to learn.

Cons

We are still learning how to use the program. Integration with Quickbooks hasn't been as good as we hoped for.

Review Source: Capterra
 


October 2017

October 2017

Adequate

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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We try to use it for everything.

Pros

The software works well but somethings are hard to set up. Overall the system does what it is suppose to.

Cons

Instructions are weak. I still have not been able to use so people could schedule online. New features are sometime weak.

Review Source: Capterra
 

Dean from Holland & Co. CPAs

October 2017

October 2017

Very good customer support. They need to add features to improve the usability of the program.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Task management and CRM functions. Customized reporting is also easy to use. I like being able to email invoicing but the program need a default AP email feature.

Cons

Billing process could be improved. System needs some minor features to make it easier to use. Like adding an AP default email address, etc.

Review Source: Capterra
 
 
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