OfficeTools

Firms using OfficeTools, Zola Suite, AbacusLaw, and Amicus Attorney can now manage the entire billing, payments and collections process within their practice management platform where they also manage clients, projects and communications.

In our culture it’s all about resources. We recognize that to really serve our industry we need to provide the necessary resources to our users. These resources are not limited to our Workspace software. By providing articles on current topics specifically targeted to small business owners, who feel isolated and lack the resources bigger firms […]

Now you can extend the power of  Workspace to your customers. You can transfer documents to and from your clients securely, reliably, and quickly. No more emailing “Confidential Information” through the internet.

In our culture it’s all about resources. We recognize that to really serve our industry we need to provide the necessary resources to our users. These resources are not limited to our Practice Management software. By providing articles on current topics specifically targeted to small business owners, who feel isolated and lack the resources bigger […]

When tasks overrun your firm, take control with the only tool focused on providing you powerful workflow. The next generation of accounting deserves a better class of business tools. In uncertain times, in an industry of maintaining the status quo, mediocrity has met its demise. Finally you can rise and take control of your business and […]

We've taken the best of a traditional office work area and digitized the most familiar and used aspects. By combining dashboards and data entry into one Single Screen, users find a unique experience where everything they need is only one click away.

661-951-9200 www.officetoolspro.com   2011 Overall Rating 4.5   Best Firm Fit Small to mid-sized firms not currently using a completely integrated suite of tax and accounting products. Strengths Integration with Lacerte, QuickBooks & Outlook Interface is easy to navigate & is focused on the client Strong contact management capabilities, including social media The only practice […]

9208 Accountants are a special breed of people with above average intelligence, a genuine interest in helping people, and often a lot going on in their lives both professionally and personally. No, I’m not trying to butter you up; it’s simply an observation that we are busy people who can learn to use tools fairly […]

Redesigned Office Tools Pro Offers New Interface and Features 888-667-8440 www.officetoolspro.com Office Tools Pro has been a popular choice for professional service firms for many years, including tax and accounting practices and legal professionals. The system includes integration with QuickBooks for AR and invoicing functions and syncing with Microsoft Outlook for full contact management capabilities. […]

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.

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.

Practice Management 2014 by Office Tools Professional is a time and billing application which offers a comprehensive suite for managing a small firm including workflow management, client portal, document management, and light customer relationship management (CRM).

The next generation of accounting deserves a better class of business tools. At Office Tools Professional we continue to solve problems of business owners in the public accounting industry through software, secure web portals, publications, and an annual conferences.

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 […]

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 […]