OTP 2010 Who's Who

Company Overview

Serving the accounting profession for over 10 years, Office Tools Professional is a proud developer of the best practice management software. Receiving many accolades as the best solution for the small to mid-size firm, Practice Management Software has become the Accountant’s choice.

In our culture it’s all about resources. We recognize that to really serve our profession, we need to provide the necessary resources to our users. These resources are not limited to our software but include an annual Practice Management conference and publication.

The Practice Management Conference and User Training is a great opportunity to learn how to use all Practice Management Software features. Every attendee will receive training and a chance to network with other professionals, sharing common problems and exploring new solutions in a round table format and panel discussions.

My Office Today is a publication that specifically targets small business owners, who feel isolated and lack the resources bigger firms have. My Office Today focuses on relevant topics that are released on our website in blog, video and print format.


As a leader in small office software, we focus on developing software with tools that solve specific problems for the small firm. Our unique “Workflow Methodology” uses a single interface that provides access to nearly every office task and function, thus solving client, staffing and workflow problems while providing the following benefits:

  • simplified management

  • improved delegation

  • increased productivity

 Added last year, was our client document portal, DropFolder.net. This portal allows Practice Management users to send confidential documents to clients via a secure portal.

Office Tools Professional has always realized the importance to synchronize data between other software that is used in the office.

QuickBooks® Integration Tool - The sharing of critical data like customers, employees, vendors and item codes, enables users to save time and resources by reducing the chance of data-entry errors and eliminating duplicate entries between these programs. The export time cards option allows you to create payroll for your staff and bill your clients. Utilize all the workflow benefits including billing and tracking A/R in Practice Management Software, taking advantage of incredible reporting and metrics, and then export invoices and payments to QuickBooks.

Microsoft® Outlook Integration Tool - Integrate Microsoft Outlook calendars, contacts and tasks from Practice Management Software schedules, contacts and tasks. Sync in real time all information. Bring in Outlook Email for review, reading and storing in the document management system. This feature works with Outlook and Exchange.

Lacerte® Integration Tool - Import your data from Lacerte or sync it with your existing contacts. Enter new contacts in Lacerte and import them with any changed contacts into Practice Management Software. Any changes to a contacts’ information can be sent from Practice Management Software to Lacerte. Choose which method works best. You can also transfer over spouse, dependents, partners and other related records. No more double entry! Enter data only once.

Additional integrations available:

  • Microsoft® Excel Data Import Tool

  • Adobe Acrobat® Toolbar Add-on

  • Microsoft® Office Toolbar Add-on

  • Laser App®

  • Dymo® Label Printer Integration

  • Google Maps® Integration

 Markets Served

With over 7,500 users, Practice Management for the Accountant is easily integrated into any accounting firm with special features for CPAs, Eas, and tax and bookkeeping offices. Other service professionals such as consultants, architects and attorneys can easily adapt Practice Management to their specific needs, as well.

Customer Support

Office Tools Professional’s success and growth is built upon exceptional client care. Professional support personnel are available during regular business hours at no charge to end users. We pride ourselves on having a courteous representative answer your questions directly, without having to wait for a call back. Superior customer support has allowed us to achieve a 95 percent customer retention year after year. We offer our software free of charge for 30 days because we believe in our “Try before you buy” policy. We are confident you will agree.


Office Tools Professional

1051 West Columbia Way,

Suite 201, Lancaster, CA 93534

PHONE: (888) 667-8440

FAX: (661) 951-3875



Year Founded: 1997

PRICE: $500/First User, $275/additional users