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What Is OfficeTools?

OfficeTools Workspace provides everything you need to run your tax and accounting practice from a single solution.

Track projects from start to completion, organize client data, manage staff and tax workflow, and automate billing from one central dashboardall while integrating with the applications you use most.

Who Uses OfficeTools?

Accounting and Tax professionals

OfficeTools Software - Mobile activities
OfficeTools Software - Projects
OfficeTools Software - Calendar
OfficeTools Software - Contacts
OfficeTools Software - Esign

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Reviews of OfficeTools

Average score

Overall
4.1
Ease of Use
3.7
Customer Service
3.8
Features
3.9
Value for Money
3.7

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Lyndsey
Lyndsey
Manager in US
Verified LinkedIn User
Used the Software for: 2+ years
Reviewer Source

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

5.0 7 years ago

Comments: 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.

Cathleen
Owner in US
Accounting Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Office Tools "was" the next best thing. Honest review: I have "loves" and "hates"

4.0 4 years ago

Comments: The portals are easier for my customers to use than my old portal product.
Customer service: none unless they can sell you more product or $$. Often times unresponsive.
Billing flexibility definitely better than my old product but recurring monthly or quarterly not as automated as I would like. We found the dashboard to be very confusing and counter productive as far as tasks, appointments and to-do items, my staff was still keeping spreadsheets of their projects for clarity. Too many extra steps required to completely clear something from your view of things to do. free-flow document management took a bit to get used to over windows folder structure, but very manageable. We have actually now split into two different products as we wanted beefier document management tools. Calendar connecting with exchange was a hot mess.

Pros:

There are a lot of things I love about this software and it was a vast improvement 3 years ago over what I was using. Love: Project tracking, although not as complete as we would like - we have actually left for one that has a more Kan Ban style visual approach, with the ability to tag colored status tags on a project as it moves through the process. Love: Billing: select all time entries related to a project to mark up and bill, or bill all out marked up for a monthly subscription client. Love: ability to link charge card processing both to portal and to invoice. Love - time reports for easy payroll processing. My clients love the portals.

Cons:

Hate: document management presentation - must specifically look for emails or notes related to a project: have since moved to a product that has a chat-style interface perfect for a remote workforce. Hate: could never get project reports to print everything I needed. Matter of filters. I will give them the benefit and say perhaps I didn't learn that part well enough. Hate: tech support used to be terrible before they were bought out, has improved but still not great. I may now be really spoiled by the product I moved to - response sometimes within minutes. Hate: BEWARE: their contract has auto renewal without positive confirmation from user. I left them because I spent countless hours with their tech support, and many many $$ in tech support, and by their own admission, it was an issue they were aware of, and nothing to be done about . Now they want to charge me for the entire year and not let me out of it, unless I spend countless more time and $$ to try to resolve the issue that they already know they could not resolve. We have been receiving an error message when logging in for months. They know about it. Yes, you can just click through it and log in, but it is another annoyance that they are aware of yet still want to charge me for an entire year when I have limped through the last several like a dedicated customer. The ability to link my calendar in exchange to that in Office Tools was a deal maker/breaker for me.

dan
pres in US
Accounting Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Product has gone downhill fast - no support

1.0 2 months ago New

Comments: used for over 10 years. product is not supported by abacus (or caret). if you have a question or problem, you get foreign tech support you cannot understand. now, 90% of the time they tell you it is a training issue!

Pros:

all in one crm that linked with lacerte tax software.

Cons:

support! functions offered when purchased are no longer supported. lacerte link, crexendo (voip) link. link with microsoft exchange is only work sometimes. their merchant services are terrible. document management is terrible. portal is a joke.

CARET Response

2 months ago

Hi Dan, we're very sorry to hear that your experience with OfficeTools is not living up to your expectations. We will be sure to pass along this feedback to our team and use it to continuously improve our support services.

Janet
Bookkeeper/Office Manager in US
Accounting Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Great productivity tool but has some issues

5.0 4 years ago

Comments: 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.

Pros:

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.

Cons:

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.

Terri
Terri
Owner in US
Verified LinkedIn User
Accounting Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Long term Office Tools User!

5.0 6 years ago

Comments: 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.