OfficeTools Software

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.

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.

Pros

This tool helps me to keep my daily accounting and numbers data practice run on time with so many different features like Clients time tracking, scheduling, processing signatures, mass data sharing, and easily get control on data sharing.
In long term it helps us to show that where we are standing when seeing our tax returns at the end of year. Also have a good metrics in terms of dollars of where and how we are spending every day.

Cons

Lots of functions are not used by our company. So they should give an option to the company of what tools will be used based on that payment should be decided.
- Canon Scanners (We don't use canon scanners)
- Portal not the way we want to organize it or modify it

It is costing me time and money to dispute with them.

Pros

good across the board time billing and project managment

Cons

Abacus, software declined, they called and got new credit card and then our costs went up by four times the rate we were paying without notice. I have a dispute and they would not talk to me about it. I have a dispute into their legal department. I also put in a dispute with my credit card to stop charges as they did not let us know the charges would be more with the new company. If they don't resolve I will go somewhere else even if it cost more. I am very very upset. I would recommend you find another software.

Having a "full service" practice management system has saved us so much time. Time entry and billing is awesome, as well as tracking files. It's our daily goto system

Pros

The ease of use and the functionality it brings to our office is fantastic. Customer support is great too.

Cons

Wish the client contact page had an important notes section for critical information.

Keep in mind, I'm new to the program.....but this is an exceptional program to have if your looking for simplicity and accuracy. 10 out of 10!

Pros

Hands down I loved the Ease and simplicity of the program. It is VERY VERY USER FRIENDLY!! Very self explanatory. There really isn't anything or any single feature that you would use and not know how to use. (If that makes any sense)

Cons

I don't like the document manager and how all documents save are all single line items. I wish there were ways or accumulating statements by year/month etc. Would be nice to have less in that are to deal with. If I want to see a bill that was paid last year, I have to go through all of the items I can't go directly to a folder that has all of 2017's bills for that specific vendor. Yes, there is a category section and year section, but still, you have to go through multiple documents to get to the one you want.

Pros

Project management and assignments, tracking time.

Cons

Several different ways to perform similar functions makes training staff difficult and staying consistent with our procedures.

I'VE HAD A VERY POSITIVE EXPERIENCE WITH OFFICE TOOLS AS STATED ABOVE, I CAN DO MULTIPLE THINGS WITHIN THE SAME APPLICATION. IT MAKES FOR AN EASIER WORK DAY AND THE ENTIRE STAFF CAN ALWAYS FIND WHAT THEY ARE LOOKING FOR WITH THE LEAST AMOUNT OF FRUSTRATION.

Pros

THERE ARE MULTIPLE FEATURES: SCHEDULING, CLIENT INFORMATION, TIME SHEETS AND HOUSING SCANNED DOCUMENTS.

Cons

THERE WASN'T REALLY ANYTHING I DIDN'T LIKE ABOUT THE SOFTWARE. IT WAS MORE THE MANNER IN WHICH IS WAS BEING USED IN THE OFFICE WHERE I WORK.

Pros

The ability to capture billable time which in the past had been lost to non-chargeable admin time. The cost of the software was easily paid for with the additional billings.

Cons

I would like to be able to export lists and do more with reporting, data analysis.

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

Overall, I have been pretty happy with Office Tools. I feel it meets our daily needs well.

Pros

I like that it is fairly easy to understand. I had to start using Office Tools with no prior experience, and I was able to be comfortable using it very quickly.

Cons

There are a few features I feel are missing, and a few items that feel counterintuitive.

Overall experience has beeen great! We are learning new things every day that we can accomplish with Office Tools and it’s been very beneficial to our growing accounting firm.

Pros

It does everything from scheduling, time tracking, document organization to project management. All of our clients information is together in once place and every one in our office has access to it. I can see who has worked on which projects, for how long and when they’ve been completed. It also tracks our invoicing and will sync emails to each clients document folder which is super helpful!

Cons

Access to all of the features can be modified for each employee, however changing it to allow access isn’t very clear and doesn’t give detail on what it allows them access to. Overall great software!

Originally used Cloud9 to host all applications, AbacusNext bought Cloud9 and pushed to have users move to APC Cloud. Horrible experience - see reviews for AbacusNext. Also used OfficeTools which was purchased in 2017 by AbacusNext. AbacusNext would not let me renew my OfficeTools licenses because I no longer hosted my other apps on APC Cloud, even though I moved away from AbacusNext legally and ethically. They held me hostage as Abacus gave no prior notice that they would not renew my OfficeTools license. Ended up without a practice management software for 3 months while I searched for and implemented a new one.

Pros

It's a great practice management software for small accounting firms; workflows, reminders, time & expense all good

Cons

When AbacusNext bought out OfficeTools the culture and professionalism went down the toilet.

Pros

Ease of use and links to Lacerte software

Cons

The client portal doesn't equal the ease of use that ShareFile offers

concentration of several tasks in one program is good

Pros

Easy access to time, client base, projects.

Cons

lack to run custom reports across different areas, jobs assignments hard to follow sometimes.

We have improved our organization with customer files thanks to Office Tools. Time saving and cost effective software have resulted in better productivity numbers.

Pros

Easy tracking of customers data, project status, schedules and due dates. Helpful customer service team.

Cons

Some generated reports can not be export to Excel spreadsheets. Length of contract could result an inconvenience, specially when you are trying to explore some other software.

Overall, this is a great system, and I would recommend it to other professionals.

Pros

I love how I can store all of my client documents in one system. As well as input time sheets, billing reports and notes.

Cons

I don't like the fact that I lose my saved document from my desktop when I move it into Office Tools.

Office Tools representatives are very helpful and provide us with excellent service and support.

Pros

Office Tools is easy to use. The software is quick and easy to input data and to store documents. I learned to use the software in one day.

Cons

I don't have any complaints, their staff has assisted me and they are quick to respond.

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

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.