514 Commerce Ave
Palmdale, CA 93534 USA
Toll Free: 888-667-8440
$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