OfficeTools

Logiciel de gestion de cabinet, de gestion du temps et de facturation

4,1 /5 (176 avis) Donnez votre avis !

OfficeTools - Présentation

Description du logiciel OfficeTools

OfficeTools est une solution de gestion de cabinet comptable et fiscal qui fournit aux utilisateurs des outils de gestion des clients, des projets, des tâches, des documents, du temps, de la facturation, etc.

OfficeTools WorkSpace agit comme un référentiel centralisé de toutes les informations client et se synchronise de manière bidirectionnelle avec les logiciels fiscaux et comptables pour s'assurer que les modifications apportées aux données sont mises à jour sur tous les systèmes. Les projets, les rendez-vous et les affectations peuvent être suivis dans des calendriers personnels et collectifs, tandis que les tâches peuvent être déléguées aux membres de l'équipe qui ont une charge de travail moins importante. La liste d'activités offre aux utilisateurs une vue de tous les éléments ouverts en attente de finalisation et permet aux utilisateurs de consulter le contact et la section pertinents pour chaque tâche. Les utilisateurs peuvent enregistrer le temps de travail engagé avec chaque projet ou client à l'aide de minuteurs intégrés et synchroniser ces données avec le système de facturation et de paie.

OfficeTools WorkSpace Portal permet aux clients de demander des rendez-vous, de signer des documents et d'effectuer des paiements en ligne. Les confirmations et rappels par e-mail et SMS permettent aux clients de connaître l'heure et la date des rendez-vous à venir. Le jour de l'entretien, le système d'accueil/d'enregistrement des clients peut être utilisé pour collecter les mises à jour des informations personnelles et des coordonnées des clients. La fonctionnalité de signature électronique intégrée permet aux clients de signer électroniquement des documents tout en prenant en charge les signatures multipartites et séquentielles. Tous les documents signés sont stockés automatiquement et les utilisateurs peuvent communiquer directement avec les clients via le portail pour répondre à leurs préoccupations, requêtes ou demandes de documents et d'informations.

OfficeTools - Présentation

Prix

À partir de
59,00 $US/mois

Types de licence

Essai gratuit
Abonnement
Rapport qualité-prix

OfficeTools - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
États-Unis, Canada, Australie
Langues
anglais

Médias

Mobile Activities
Projects
Calendar
Contacts
E-sign
Invoice
Capture d'écran pour OfficeTools : Mobile Activities Capture d'écran pour OfficeTools : Projects Capture d'écran pour OfficeTools : Calendar Capture d'écran pour OfficeTools : Contacts Capture d'écran pour OfficeTools : E-sign Capture d'écran pour OfficeTools : Invoice

OfficeTools - Avis

OfficeTools - Avis

Note globale
4,1
/
5
Excellent
74

Très bien
62

Moyen
22

Médiocre
13

Mauvais
5

Rapport qualité-prix
3,7
Fonctionnalités
3,9
Simplicité d'utilisation
3,7
Support client
3,8
77% des utilisateurs recommandent cette application
Lyndsey L.

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.


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Janet P.

Great productivity tool but has some issues

It streamlined our business and made every step clear for each team member. The projects flow nicely from one person to next. Especially while we work remotely because of the Covid-19 pandemic, it allows us to work efficiently without missing a beat.


Traduire avec Google Translate
Breanna B.

OfficeTools Review

OfficeTools has solved many of the problems that we had prior to the program. Client information can be kept in one program. From the client's contact information to their documents it is all easy to access. We like being able to record their calls, take notes, and create reminders for a specific client. The activity list is a great way for each staff member to keep track of their tasks. We like that we can record almost any interaction with the client so that we always have something to reference or refer back to.


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Sandy S.

Disappointed

Support - was a joke in year 1 of our contract. It took at least 3-5 days or more for someone to get back to us. One day I got lucky and [SENSITIVE CONTENT HIDDEN] called me. She is the best asset your company has. She knows how to provide support. I even tracked down someone at the Abacus Next Conference to make sure they knew how valuable she was. Shortly after, [SENSITIVE CONTENT HIDDEN] had to inform me that I was no longer allowed to email her directly and I had to go through the ticket system. I complied with her request and now I'm back to hating your support. I know we are just a little guy in your eyes. I am the type of person when I love something I tell everyone about it. I also tell everyone when something is not right. I could never refer your product. We will be switching to another product as soon as we can.


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Marion T.

Fine for us, for now

I can't easily get reports I feel I should be able to get. Such as all clients who came to us in 2020. If that is possible I don't know how. I find the training to be less than helpful. I've watched videos, but they frequently don't look like the product I'm using and never seem to be to the point. If I could easily switch to another product I would likely do so. But my information is captured in Office Tools and I can't get it out and don't want to lose it. So I'm stuck.


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Lyndsey L.
Traduire en français
Traduire en français

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

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

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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 8.0/10

Janet P.
Secteur d'activité: Comptabilité
Taille de l'entreprise: 2-10 employés
Traduire en français
Traduire en français

Great productivity tool but has some issues

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 05/05/2020
Provenance de l'avis : Capterra

It streamlined our business and made every step clear for each team member. The projects flow nicely from one person to next. Especially while we work remotely because of the Covid-19 pandemic, it allows us to work efficiently without missing a beat.

Avantages

OfficeTools creators have thought of every aspect of the business and that's what we loved. Any questions that we had "can we do this or can we do that" the answer was yes. You can create projects, assignments, To Do and have it set-up anyway that works for your team. You can use it for marketing emails with groups, etc. Very well designed.

Inconvénients

It has glitches and it takes some time to learn how to use it. For instance, I don't need to use Lacerte, but I had to have it installed so I could use OfficeTools, otherwise, I kept getting error messages. And then, you have to make sure you are logged in to Lacerte every morning or the program won't work properly and the only way you realize that is when you are looking for an assignment or a document and you don't see it - then you inquire from your team and they say "Oh, it's there, I can see it..." then you realize you need to log back in for the software to refresh and show you everything. It doesn't notify you that Lacerte has been logged off.
Also, the training module and how it works was a bit confusing for us.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 8.0/10

Breanna B.
Secteur d'activité: Comptabilité
Taille de l'entreprise: 2-10 employés
Traduire en français
Traduire en français

OfficeTools Review

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 04/05/2020
Provenance de l'avis : Capterra

OfficeTools has solved many of the problems that we had prior to the program. Client information can be kept in one program. From the client's contact information to their documents it is all easy to access. We like being able to record their calls, take notes, and create reminders for a specific client. The activity list is a great way for each staff member to keep track of their tasks. We like that we can record almost any interaction with the client so that we always have something to reference or refer back to.

Avantages

OfficeTools can be great. Our firm likes that all of our client information can be kept in one program. From the client's contact information to their documents it is all easy to access. We like being able to record their calls, take notes, and create reminders for a specific client. The activity list is a great way for each staff member to keep track of their tasks. We like that we can record almost any interaction with the client so that we always have something to reference or refer back to.

Inconvénients

This software has a lot of bugs and glitches. We have contacted customer service several times due to a bug or glitch and we have had to wait months to get an answer because they weren't sure why the problem was happening. Most features functionality is great, but we feel the documents area is lacking as far as ease of use and functionality go. We also have completely stopped using certain features due to them continuously not working properly such as the eSigntures feature. We also have trouble with our schedule's. Each individual staff member's schedule will occasionally change on its own. Either appointments will be moved or deleted completely.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 6.0/10

Sandy S.
Secteur d'activité: Comptabilité
Taille de l'entreprise: 2-10 employés
Traduire en français
Traduire en français

Disappointed

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 11/05/2020
Provenance de l'avis : Capterra

Support - was a joke in year 1 of our contract. It took at least 3-5 days or more for someone to get back to us. One day I got lucky and [SENSITIVE CONTENT HIDDEN] called me. She is the best asset your company has. She knows how to provide support. I even tracked down someone at the Abacus Next Conference to make sure they knew how valuable she was. Shortly after, [SENSITIVE CONTENT HIDDEN] had to inform me that I was no longer allowed to email her directly and I had to go through the ticket system. I complied with her request and now I'm back to hating your support. I know we are just a little guy in your eyes. I am the type of person when I love something I tell everyone about it. I also tell everyone when something is not right. I could never refer your product. We will be switching to another product as soon as we can.

Avantages

Firm has been using for 4-5 years. It has served us well and we use most of the functionality.

Inconvénients

Lack of technology development. When it was announced there was a QB online integration we were very excited and converted. Our 150 clients are on QBO, however we remain on the desktop version due to Office Tools. We then learned it does not integrate with QBO Accountant. We then had to convert back to QB desktop version as it was our only option. We patiently stuck with Office Tools on the belief that the software would continue to be developed and evolve. At this point we wished we had not signed our last 3 year contract. With the signing of the 3 year contract we were given/comped 3 hours for training. When we went to use them we were told those hours had to be used in the first year - WHICH WAS NOT TOLD TO US. I had our sales rep check into it and the "board" advised the hours were expired. WOW was I shocked. I had never been given something from a company that was complimentary to then not advise me that the hours had to be used in the first year. Who ever made this decision just made our final decision for us. We will NOT be renewing our software when the contract ends. Too many disappointments.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 0.0/10

Marion T.
Secteur d'activité: Comptabilité
Taille de l'entreprise: 2-10 employés
Traduire en français
Traduire en français

Fine for us, for now

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 14/05/2020
Provenance de l'avis : Capterra

I can't easily get reports I feel I should be able to get. Such as all clients who came to us in 2020. If that is possible I don't know how. I find the training to be less than helpful. I've watched videos, but they frequently don't look like the product I'm using and never seem to be to the point. If I could easily switch to another product I would likely do so. But my information is captured in Office Tools and I can't get it out and don't want to lose it. So I'm stuck.

Avantages

The software does a good job of keeping our database of clients and their personal data. We use the Contacts features, Notes, ToDos, Calls and Schedule features. We do not use the other features such as Projects.

Inconvénients

I think it's expensive for the features we use. I think it is better suited to a larger organization who want communication among users who are not in the same office together. I have difficulty getting out letters and distinct lists of information. If you don't do those tasks very frequently you forget the process and it takes too long. As with every database it take constant and I mean constant updating. In the midst of a busy time we do not have the time to keep the database up to date so every few months I have to give a chunk of time to getting it back to rights.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 7.0/10

Recommandation utilisateur
8/10
Basé sur 176 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

OfficeTools - Prix

OfficeTools - Prix

À partir de
59,00 $US/mois
Essai gratuit
Abonnement
Rapport qualité-prix
Rapport qualité-prix
3,7/5
Basé sur 176 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

OfficeTools - Fonctionnalités

OfficeTools - Fonctionnalités

API
Facturation
Fonctionnalité de recherche
Gestion des calendriers
Gestion des cas
Gestion des clients
Gestion des contacts
Gestion des documents
Gestion des factures
Gestion des flux de travail
Gestion des tâches
Intégration de tiers
Notifications automatiques
Outils de collaboration
Portail client
Rappels
Rapports et statistiques
Stockage de documents
Suivi des frais
Tableau de bord d'activités
Fonctionnalités
3,9/5
Basé sur 176 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

OfficeTools - FAQ

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: 59,00 $US/mois

Type de licence: Abonnement

Essai gratuit: Non disponible

Q. Quelles sont les principales fonctionnalités du logiciel OfficeTools ?

Nous n'avons pas d'informations sur les fonctionnalités de OfficeTools.

Q. Qui utilise OfficeTools ?

Utilisateurs habituels du logiciel OfficeTools :

PME, Grandes entreprises, Entreprises de taille moyenne

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 Online Advanced, Twitter

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

Ressources d'aide disponibles pour OfficeTools :

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