OfficeTools

OfficeTools

Practice management, time & billing software

4.1/5 (156 avis)

OfficeTools - Présentation

OfficeTools is a practice management solution for accounting and tax firms which provides users with tools for managing clients, projects, tasks, documents, time, billing, and more.

OfficeTools WorkSpace acts as a centralized repository for client information, and syncs bidirectionally with tax and accounting softwares to ensure that changes to data are updated across systems. Projects, appointments, and assignments can be tracked in personal and team calendars, and tasks can be delegated to team members with lower workloads. The activity list gives users a view of all open items requiring completion, and allows users to click through to the relevant contact and section for each task. Users can capture the time worked for each project or client using the built-in timers, and sync this data with billing and payroll.

OfficeTools WorkSpace Portal allows clients to request appointments, sign documents, and make payments online. Email and SMS confirmations and reminders ensure that clients are aware of the time and date of upcoming appointments, and when they arrive in the office, the Client Intake/Check-in system can be used to capture updates to clients’ personal details and contact information. Integrated eSignature functionality allows clients to electronically sign documents, and supports multi-party and sequential signing. All signed documents are stored automatically, and users can communicate directly with clients through the portal about any concerns, queries, or missing documents or information.

Prix

À partir de
60,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Australie, Canada, États-Unis

Langues

anglais

OfficeTools - Avis

Note globale
4.1/5
78% d'avis positifs
68
Excellent
54
Très bien
20
Moyen
10
Médiocre
4
Horrible
Peter S.
Traduire avec Google Translate

Great all-in-one tax office tool!

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 17/10/2017
Provenance de l'avis : Capterra

Having everything needed to help/work on a client at your fingertips in one piece of software. We consolidated 4 programs into one when we moved to OfficeTools. We could FULLY consolidate 2 more if they were reliable and user friendly enough for staff and clients (AIME and the portal). But as it stands we have to have backups for both to function properly.

Avantages

The best thing about OfficeTools is the integration of contact manager, schedule, time/billing tracking project management, billing, and documents. There are lots of other features that are included as well but those are the big ones. It's great going to one client and having access to everything you need.

Inconvénients

There are some quirks that you just have to live with, but overall it is a solid piece of software. There are times when support just cannot figure out a solution to a glitch we are having and we just have to wait to see if it will be resolved in a new release. Another thing that is quirky is having to go to another client and then back into the one you are working on the get the system to update.

Mostly small little things that aren't that bad and they do seem to attempt to address issues as they go so it is by no means a dead software.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Christine M.
Traduire avec Google Translate

Office Tools has been great. We can't imagine running things without it.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 23/10/2017
Provenance de l'avis : Capterra

Office Tools replaced separate document management software, a time keeping/billing software, and a project tracking software. It's streamlined our process and allowed us to save tons of time for billable work.

Avantages

The integration of difference functions has been the best part. Having contact info, project tracking, document management and time tracking/billing in one package has made things so much easier and streamlined our process.

Inconvénients

The reporting in general is limited. The inability to combine information types (Contact, Billing, Project, Staff) into a single report is difficult. Currently, we create 2 different reports, export to excel and use formulas to combine the information. Skipping these extra steps would save so much time.
Also, allowing a custom recurrence pattern for projects (i.e. every 2 years) would be great.
Finally, many clients want to be able to specify a "Billing Only" e-mail address. Right now, I have to make that change manually for those clients each billing run.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Akore B.
Traduire avec Google Translate

Saves me thousands of dollars and hours every year!

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 16/10/2018
Provenance de l'avis : Capterra

I used to track projects by emails in my inbox and files on the shelf, constantly putting out fires and dealing with what ever client was "on top of the stack".spending HOURS every day figuring out what I had to get done.....now the minute a project comes in (Via email,mail, or phone) I create a new Project in OfficeTools and I have an easily accessible, up to date task list of EVERYTHING I need to do. And I can assign tasks to staff, so my staff knows what to work on WITHOUT having to ask me. I cannot begin to quantify the dollars and hours this software has saved me.

Avantages

The ability to quickly create and add items to a "ToDo list" and assign tasks to staff w/ documents attached (dragged straight from Outlook).

Inconvénients

There is a learning curve - but that is to be expected with such robust software and customer support was great helping me learn features I couldn't figure out myself (since I refused to do the training and like to figure things out myself). Plus, the online tutorials were really great.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Stacey W.
Traduire avec Google Translate

Been working with Office Tools for nearly 14 years now

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 10/10/2018
Provenance de l'avis : Capterra

We use Office Tools for our companies billing, tracking time, tracking our projects for our clients and for our scheduling appointments with clients. We have used this product for nearly 14 years and it helps our office run smoothly. We have access to each others schedules and daily tasks. Everything is right at our fingertips.

Avantages

I really love that it is user friendly. It really helps keep me on track with my tasks with all the projects that have been assigned to me and when it was assigned. It really helps me not forget about projects. I love all the available reports that you can print. There are reports to help track or Work in process and reconcile our billing and many many more.

Inconvénients

There is not any thing really in particular right now that I would say I least like about the software. I find that if I have an issue with the software I can call technical support and they are always very helpful.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Andrea H.
Traduire avec Google Translate

The program has been great at keeping client and billing details accessible.

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 20/10/2017
Provenance de l'avis : Capterra

Ease of reports for billing, client records, staff utilization, accounts receivable which make our office run smoother and more efficiently.

Avantages

The numerous reports and ways in which to cater a report to our specific needs. For example, I can create a WIP which shows work by date, or work by employeee, or work by code. These options have all been useful for different needs.
The contact lists are also versatile which helps with birthdays, phone lists, contact type lists.
Form letters is useful and we have created several this past year catered to contact type.

Inconvénients

There have been issues with the document signature feature; months went by with giant red lettering appearing on the documents, so we could not use that feature; when the feature was fixed with a new upgrade, we were not informed of the upgrade.

The email link from Outlook is not reliable and keeps stopping on two of our computers. This feature would save time and keep records straight with our clients, however, we cannot keep it connected.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10

OfficeTools - Prix

À partir de
60,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Starting at $60 per user per month. Contact OfficeTools team for more information.

OfficeTools - Fonctionnalités

  • Rappels automatiques
  • Stockage de documents
  • Suivi des tâches

  • API
  • Assemblage de documents
  • Champs personnalisables
  • Facturation
  • Fonctionnalité de recherche
  • Gestion des calendriers
  • Gestion des cas
  • Gestion des documents
  • Gestion des factures
  • Gestion des flux de travail
  • Importation et exportation de données
  • Intégration de tiers
  • Modèles de documents
  • Notifications automatiques
  • Rapports et statistiques
  • Sécurité SSL
  • Tableau de bord d'activités

Plus d'informations sur OfficeTools

OfficeTools - Principales fonctionnalités

  • Account tracking
  • Accounts receivable
  • Audit trail
  • Automated reminders
  • Availability management
  • Check-in system
  • Client messaging
  • Client statements
  • Collections
  • Contingency billing
  • Custom branding
  • Customer portal
  • Customizable invoices
  • Customizable tax questionnaires
  • Document storage
  • Electronic signature capture
  • Email & SMS integration
  • Email marketing
  • Email templates
  • Hourly billing
  • Invoice histories
  • Multi-party & sequential signing
  • Online appointment requests
  • Online invoicing
  • Online payments
  • Online timesheets
  • Payment processing
  • Project billing
  • Project management
  • Recurring/subscription billing
  • Retainer billing
  • Task tracking
  • Tax calculator
  • Tax management

Avantages

  • Clients can request appointments with specific staff members online through the client portal, with appointment confirmations and reminders sent to clients by email and SMS.

  • Integrated IRS-compliant eSignature functionality allows users to send and receive sequential and multi-party signing documents, with automatic storage of signed documents.

  • The Client Intake/Check-in system enables clients to update their contact details when checking in for appointments, and users can add customized tax questionnaires to collect information from clients.

  • Time can be tracked using the built-in timers, and online timesheets allow users remote access to enter their hours for billing or payroll.

  • Clients can send messages from within the portal for any concerns or questions they may have, and to deal with any missing documents or information.

  • OfficeTools - FAQ

    Voici quelques-unes des questions fréquentes sur OfficeTools.

    Q. Quels sont les types de licence disponibles pour OfficeTools ?

    Types de licences disponibles pour OfficeTools :

    À partir de: 60,00 $US/mois

    Type de licence: Abonnement

    version d'essai gratuite: Non disponible

    Starting at $60 per user per month. Contact OfficeTools team for more information.

    Q. Quelles sont les principales fonctionnalités du logiciel OfficeTools ?

    Fonctionnalités du logiciel OfficeTools :

    • Account tracking
    • Accounts receivable
    • Audit trail
    • Automated reminders
    • Availability management
    • Check-in system
    • Client messaging
    • Client statements
    • Collections
    • Contingency billing
    • Custom branding
    • Customer portal
    • Customizable invoices
    • Customizable tax questionnaires
    • Document storage
    • Electronic signature capture
    • Email & SMS integration
    • Email marketing
    • Email templates
    • Hourly billing
    • Invoice histories
    • Multi-party & sequential signing
    • Online appointment requests
    • Online invoicing
    • Online payments
    • Online timesheets
    • Payment processing
    • Project billing
    • Project management
    • Recurring/subscription billing
    • Retainer billing
    • Task tracking
    • Tax calculator
    • Tax management

    Q. Qui utilise OfficeTools ?

    Utilisateurs habituels du logiciel OfficeTools :

    Grandes entreprises, Entreprises de taille moyenne, PME

    Q. Dans quelles langues OfficeTools est-il disponible ?

    Langues dans lesquelles OfficeTools est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour OfficeTools ?

    Types de licences disponibles pour OfficeTools:

    Abonnement

    Q. OfficeTools prend-il en charge les appareils mobiles ?

    Nous n'avons pas d'informations sur les appareils pris en charge par OfficeTools.

    Q. Avec quelles applications OfficeTools peut-il s'intégrer ?

    Applications s'intégrant à OfficeTools :

    Facebook, Google Maps, Microsoft Excel, Microsoft Outlook, Microsoft Word, QuickBooks, Twitter

    Q. Quelles sont les ressources d'aide disponibles pour OfficeTools ?

    Ressources d'aide disponibles pour OfficeTools :

    FAQ, Base de connaissances, Support en ligne, Support téléphonique