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2014 Review of Practice Management Workspace by Office Tools Professional

Practice Management Workspace by Office Tools Professional is an integrated application for document storage, workflow tracking, practice management, and client appointment management. The product’s user interface has been redesigned for 2013, and now offers e-mail synchronization with Microsoft Outlook 2007, 2010 and 2013. Documents can be added to the application by dragging and dropping the file into the application or by printing the document using the product’s new PDF printer. PDF files can also be marked up with the product’s built in annotation tools. It also comes with a built in client portal for document transfers.

Brian Tankersley, CPA.CITP, CGMA

2013 Review of Office Tools Professional Practice Management 2013

Office Tools Professional Practice Management 2013661-794-2220www.officetoolspro.com From the July 2013 Review of Document Storage systems. Best Firm Fit: Firms with 100 or fewer users who want to combine practice management, document management, workflow management, and CRM capabilities into a single, integrated application. This application is particularly useful for sharing client data within client service teams […]

Brian Tankersley, CPA.CITP, CGMA

2013 Review of Office Tools Professional — Practice Management 2013

Office Tools Professional — Practice Management 2013661-794-2220www.officetoolspro.com From the June 2013 review of practice management systems. Best Firm Fit: Accounting firms of up to 100 who are seeking a more streamlined workflow for practice management tasks. Strengths Simple, single-screen interface Integrated document management capabilities A la cart integration point options allow firms to customize solution […]