Office Tools

Office Tools

Company Details:
514 Commerce Ave
Suite D
Palmdale, CA 93534 USA

Phone: 661-794-2220
Toll Free: 888-667-8440
Fax: 661-794-2165
http://www.officetools.com

$700/first user; $300/additional users and $1600/5 user package

Office Tools is the leading provider of practice management software and resources for firms in the accounting profession. Its primary products, Workspace™ and Workspace™ Online, combine a suite of core accountant/tax firm applications that handle contact management, tasks, due dates, document management, time tracking, billing, and workflow management into an integrated solution that is operated from a single interface.

Office Tools also provides the Annual Practice Management and Tech Conference for members of the accounting industry and My Office Today, a print/online publication that offers resources from industry experts in three main sections: practice management, technology, and marketing.

Software feature include:

 

• Contact Management
• Time Billing, Invoicing & A/R
• Workflow and Due Date Monitoring
• Document Management, Scanning, and Storage
• Seamless Client Portal Integration
• Staff and Office Scheduling
• To-Do and Call Management
• Integrates with Adobe, ProFile Canada, QuickBooks US and Canada
• Integrates with MS Office, Outlook, Lacerte and imports from all tax software

Workspace Online

Workspace Online

From Office Tools

My Office Today

From Office Tools
My Office Today

My Office Today

From Office Tools
2011 Review of Practice Management Systems for Tax & Accounting Firms

2011 Review of Practice Management Systems for Tax & Accounting Firms

2011 Review of Office Tools Professional — Practice Management Software

2011 Review of Office Tools Professional — Practice Management Software

Office Tools Professional — Practice Management 2011

Office Tools Professional — Practice Management 2011

Building for Success by Finding the Right Partners

Building for Success by Finding the Right Partners

How Technology Pays

How Technology Pays

12 Time-Saving Tech Tools That Please

Office Tools Professional — Office Tools Professional 2010

2014 Review of Practice Management Workspace by Office Tools Professional

2014 Review of Practice Management Workspace by Office Tools Professional

Practice Management Workspace

Practice Management Workspace

From Office Tools
Free CPE Webcast: 7 Key Benefits When Using Practice Management Solutions

Free CPE Webcast: 7 Key Benefits When Using Practice Management Solutions

Date: 05/20/14
From Office Tools
Free CPE Webcast: 7 Ways Accounting Firms Benefit from Practice Management Systems

Free CPE Webcast: 7 Ways Accounting Firms Benefit from Practice Management Systems

From Office Tools

1 HOUR FREE CPE - Tuesday, May 20, 2014 - 2:00 PM ET - 11:00 AM PT

Learn how a firm's value is increased when practice management solutions are employed. Discover how your team can provide exceptional client service. Explore methods that improve efficiencies and increase billable time.

This class will cover the benefits firms experience when using Practice Management Solutions. We will discuss the latest technologies used to become a digital firm. We will explore methods that improve efficiencies and increase billable time and learn how a firm's value is increased when practice management solutions are part of your firm. You will discover how to conquer implementation concerns, how to create new policies and get staff buy in. In addition you will discover how your team can provide exceptional client service when fully utilizing practice management solutions.

2014 Review of Practice Management Systems for Accounting Firms

2014 Review of Practice Management Systems for Accounting Firms

2014 Review of Practice Management 2014 – Office Tools Professional

2014 Review of Practice Management 2014 – Office Tools Professional

Office Tools Professional - Practice Management 2014

Office Tools Professional - Practice Management 2014

From Office Tools
 

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