Software Connect
Speak to an Independent Software Expert Now
(800) 827-1151 8am-5pm (ET)

Office Tools

A multi-module management system designed by Office Tools Pro.
Questions about Office Tools? Call (800) 827-1151 and talk to a software expert now.

Office Tools 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.

Easy to Use

Highly intuitive easy-to-use interface and operation. With Office Tools , you can locate client information in seconds, so you can begin billing time, scheduling appointments or locating documents immediately. Office Tools is designed around the client data which helps you run your office more efficient and better customer relationships.

Replaces Multiple Software Programs

Office Tools has consolidated many programs into one robust, easy-to-use program. Office Tools has made managing multiple tasks effortless by combining contact management, time and billing, scheduling, call tracking, document management, project tracking, due date reporting and records management into one central program.

Built for Small Business

Large firm software usually involves high costs and lacks the affinity for the small business office workflow dynamic. Office Tools makes software that is built for small business. We provide users with a flexible program that allows users to change from one task to another with the click of a button.

Simple Installation & Maintenance

With Office Tools , the task of integrating a new program in your office becomes an easy one. The utility program in Office Tools adds automatic back up and maintenance capabilities, reducing administration time and keeping the system running smoothly. Network updating provides for fast and easy deployment of program enhancements, which can be received automatically via Internet. Whether you need to import existing client information, train your staff, or just need a question answered, Office Tools is just a click or phone call away.

Flexible Integration

The flexible, modular design of Office Tools practice management software enable users to painlessly retrieve contact information between other programs and allow for endless integrations - a necessity for today’s office management environments. Office Tool has data integration with Intuit’s QuickBooks® 2004 products. The sharing of critical data, such as invoices and receivables, enables users to save time, money and staff resources by reducing the chance of data entry errors and eliminating duplicate entries between these programs.

Exceptional Customer Service

Focused on customer satisfaction, we strive to provide personalized, responsive service and support at all stages - from your first contact with Office Tools Pro to pre-purchase follow-up. Our personalized service and support capabilities include product customization, contact management and time and billing system integration, installation, training, and remote and on-site maintenance. With this broad range of capabilities, Office Tools is able to approach each user with flexibility, listening carefully to customer needs and responding with individualized solutions. You can rely on Office Tools.

Office Tools is a fast growing solution provider in the practice management and time and billing industry with over 500 users in five years of business. Our growth has been, and will continue to be directly related to our focus on what matters: providing our customers with the best practice management software and time and billing solutions to meet their needs at a cost that provides significantly more value for the dollar. Our mission is to provide the best practice management software and robust solutions and service available, and ensure we exceed expectations in each and every implementation.

Appointment Confirmations

The Office Tools Pro Contact Management System enhances productivity in a whole new way. Important information about your contact is always visible at the top of the screen. Access your client list from any other part of the program. View and edit client, prospect, vendor or private records. Adding, deleting, searching or filtering contacts is as easy as pressing a button.

Features:

  • Quick access to client information
  • Effective database searching, sorting and filtering
  • Track & route phone calls & to-do’s
  • Associates individual/business affiliates
  • Compose letters, print envelopes and labels
  • Full feature reporting
  • Custom fields

Billing & Invoicing

Office Tools Pro has made billing, invoicing and receivables management flexible and easy. Designed to maintain privacy and security, the billing system is accessible by authorized users only.

Features:

  • Bill anytime, as often as you want
  • Sorting and filtering features for speed & accuracy
  • Batch processing available for billing and invoicing
  • 14 invoice styles to select from
  • Export invoices to Microsoft™ Word
  • Custom fonts, graphics, and format options
  • Include client paragraphs & staff notes
  • Invoice options customized for each client
  • Reprint invoices at anytime
  • 88 billing reports to choose from
  • A complete receivables program included

Case/Matter Management

Our program is specifically designed for the small business. This means we built it around a simple, one-step contact management system that is always visible at the top of the screen. Office Tools Pro provides users with one-click access to almost every function of the software with very few screen changes. We make practice management simple.

Features:

  • Control the workflow in your office with one click case/matter management
  • Assign case/matters and tasks to any staff member
  • Track where case/matter materials are by location
  • Choose from many report types to review case status

Contact Management

The Office Tools Pro Contact Management System enhances productivity in a whole new way. Important information about your contact is always visible at the top of the screen. Access your client list from any other part of the program. View and edit client, prospect, vendor or private records. Adding, deleting, searching or filtering contacts is as easy as pressing a button.

Features:

  • Quick access to client information
  • Effective database searching, sorting and filtering
  • Track & route phone calls & to-do’s
  • Associates individual/business affiliates
  • Compose letters, print envelopes and labels
  • Full feature reporting
  • Custom fields

Document Management

Our comprehensive and easy-to-use document management system allows you to create, capture, store, track and access electronic files. 4 STAR rating - CPA Tech Advisor 2006.

Features:

  • Save any file in its native format to Office Tools Pro
  • Track, store and access any file type
  • Create new files, documents or images
  • Program does not use a proprietary data format
  • All documents and electronic file are also accessible using Microsoft Windows Explorer®
  • Find documents and files by filtering by client, year, project, category, staff, file type or delivery

Due Date Reporting

Office Tools Pro due date reporting and project management features control the workflow of important tax and other office deadlines. Create due dates, reminders, notes and post project status all with Office Tools Pro.

Features:

  • Create multiple due dates for projects
  • Assign a step in the process or the entire project to any staff member
  • Automatic notification when a project is overdue
  • Choose from many report types to review project status
  • Estimated project delivery & due

Project Tracking

Office Tools Pro’s easy-to-use project management feature allows you to create and track projects with the click of a button. Manage an unlimited number of projects within your office. Automatically receive a notification when a project is overdue. Choose from one of our many report types to review project status. We offer a highly flexible program to manage when managing users, projects & due dates.

Features:

  • Assign a step in the process or the entire project to any staff member
  • Track where project files are by location
  • Automatic notification when a project is overdue
  • Choose from many report types to review project status

Records Management

The bar code records management system provides users with the capability to handle all case matter paper files. Use Office Tools Pro to box, file and prepare boxes for storage in one step, using only one screen.

Features:

  • Track your paper files from creation to destruction
  • Track files by case/matter and location
  • Print file and box labels with content details
  • One step boxing and sending of files to storage
  • Support for bar codes and bar code readers

Scheduling

With Office Tools Pro, managing and scheduling appointments is as easy as clicking a button. Set-up staff, client and office events for your office. Create a time card with one click from any completed appointment eliminating duplicate data entry. Create other events, like staff to-do’s or reminder calls, from the original appointment. All appointments appear on your personal activity list as a reminder and the details are just a click away.

Features:

  • Daily, weekly and monthly views
  • Edit appointments from any view
  • Bill and track time directly from your calendar
  • Create & manage multiple staff appointments
  • Search or filter scheduled appointments
  • Copy appointments to a call or to-do
  • Print your calendar from any view for use out of the office
  • All appointments appear on your activity list as a reminder

Time Tracking

With powerful tools like hours recap, staff time sheets and WIP reports, tracking time has never been simpler.

Features:

  • Choose from two different views to key time
  • Set user preferences
  • Manage multiple timers
  • Track time directly from Calls, To-do’s, Appointments & Projects
  • Track expenses and mileage
  • On-screen time recap tracks billable and total hours
  • Print time sheets by day, week, month, or pay period
  • Time card audit report guarantees time is keyed accurately
  • Lock down time once the billing process has begun

Reviews of Office Tools

No reviews have been submitted. Do you use Office Tools? , and help other organizations like yours make smarter, more informed software selection decisions!