OfficeTools Software

4.08 / 5 (160)

Our advisors have recommended this product 3 times in the last 30 days

About OfficeTools

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, billin...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8

160 Reviews of OfficeTools

Average User Ratings

Overall

4.08 / 5 stars

Ease-of-use

3.5

Value for money

3.5

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(70)

70

4 stars

(54)

54

3 stars

(20)

20

2 stars

(11)

11

1 stars

(5)

5

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 160 results

October 2017

Lyndsey from Foudy CPA Group, P.C.

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2017

Office Tools has streamlined our office, we now only use 1 program where we used to use three.

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.

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.

October 2018

Terri from Svihla & Associates CPAs, LLC

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2018

Long term Office Tools User!

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.

August 2019

Anonymous

Verified Reviewer

Company Size: 10,000+ employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Functionality

4.0

August 2019

OfficeTools Review

Overall, I've had a satisfactory experience with the product. Gets the job done.

Pros

- Office 365 integration is quite helpful - "Due date" reminders are life-savers - The to-do section helps in personal management of tasks

Cons

- Synchronizing with Quickbooks is only supported for the desktop platform, and not the web platform, which is kind of a pain right now - Integrations with other bookkeeping tools isn't great, like excel for example, which makes collaboration outside your immediate team quite difficult. Please help look into this.

Response from AbacusNext

Replied August 2019

Thank you for your thoughtful review. We're glad OfficeTools helps you work efficiently and that you find the to-do and reminder features useful! You'll be happy to know that we're currently working on an integration with QuickBooks Online, set to release this fall. We appreciate your feedback and hope that OfficeTools will continue to be a trusted part of your practice. Sincerely, The OfficeTools team

October 2017

Kyle from Birrer Sangret LLP

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

1.0

October 2017

Horrible. Unreliable. Blindfolded company culture.

It taught me not to believe the features you read on websites.

Pros

The days it works without data loss or speed issues. More often than not, it is extremely slow and non-responsive. We have an amazing cloud environment with more than adequate resources for this basic application. Office Tools is the only program that is slow or non-responsive on a daily basis.

Cons

There are many many little glitches that we have not brought to supports attention because we were told by your support team: "glitches must have been previously identified to exist". Your engineers told my IT consultant that we were not using the software properly, which resulted in the DATA LOSS we were experiencing. This is complete crap, as I witnessed the issue with my own eyes and know that Office Tools has a critical engineering issue that can result in lost data. I have also experienced the data loss issue across two separate companies (and IT environments) and have experienced this issue as far back as 2014. But that's not important, right? The ABOVE MENTIONED ISSUE IS PROJECT ASSIGNMENTS CAN REVERT TO PREVIOUSLY ASSIGNED ASSIGNMENT WITHOUT ANY PROOF THE NEW ASSIGNMENT WAS EVER CREATED. THE PROFILE SYNC DOESN'T WORK. THE CEO ACKNOWLEDGED THIS AS A KNOWN ISSUE YET THE COMPANY IS STILL SELLING IT AS IF IT WORKS. ACCOUNTS WITH THE SAME PRIMARY CONTACT MAY HAVE THEIR FILE NAME CHANGED BY OFFICE TOOLS WITHOUT THE ABILITY TO CHANGE IT BACK TO THE PROPER NAME. THE SIN (CANADA) NUMBER DOESNT SHOW PERIODICALLY UNLESS YOU HIT THE EDIT BUTTON, THEN IT MAGICALLY APPEARS. Overall the software is not reliable and the company culture is disappointing. I brought the data integrity issue to the CEO and he brushed it off as a non issue, despite it being mission critical for his customers. Never will we recommend this software to anyone. It sounds better than it is.

October 2017

LaFonda from Hurst Merrick Tax & Accounting Services LLC

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

October 2017

Really helps keep our office organized and know exactly where, when, what and why!

We are much more organized and spend much less time trying to be organized. It has saved us time which in turn saves us money.

Pros

We love that it integrates with our Office365, that we can easily upload docs to a secure portal, get esignatures for a very low price and that it keeps track of who last touched the "file". Very impressed with being able to send email templates to clients with information we are constantly repeating, which saves an enormous amount of time.

Cons

For an excellent program, you have to put a TON of time in getting it set up. Garbage in Garbage out means you need to have a plan. It would be nice if there was a planning tool to help guide you throught the set up process. The one hour video isn't terribly helpful. An excel spreadsheet would be wonderful, if you do this, you need to do thus kind of thing.