Accounting Practice Management Software for Future-Focused Firms

About OfficeTools

OfficeTools provides an easy-to-use, comprehensive practice management package for accounting, CPA, Legal and Tax professionals, including contact management, time and billing, scheduling, due date reporting, project tracking and document management.

OfficeTools helps consolidate databases, tracks all necessary data, and streamlines workflows. This helps put an end to redundant data entry from separate programs, gives you a clear view of your firm, and helps complete tasks and track projects more effectively.

OfficeTools is available in two versions:

  • OfficeTools WorkSpace: Accounting practice management with a Lacerte tax integration.
  • OfficeTools Cloud: The new cloud-based practice management solution.

Both solutions integrate with the applications you use, such as Crexendo, Exchange, Lacerte, Lucion, QuickBooks, and Canon.

Video Overview

OfficeTools Features

  • Dashboard
  • Contact Management
  • Billing
  • Calendar
  • Portal
  • Integrations

OfficeTools Pricing

The cost of OfficeTools Cloud starts at $49/user/month billed annually. Monthly pricing is available for an added charge. OfficeTools WorkSpace requires a custom quote. There is no free trial available. There is no free version available.

Product Overview

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