Completely revamped in 2013, the product offers a newly designed user interface designed to make system navigation easier. The product also syncs with Microsoft Office 2007, 2010, and 2013, making it easy to manage email documents as well.
Office Tools Pro (OTP) is not just a CRM system; it is also a practice management, workflow and client portal solution. The nature of the OTP offering makes it a real good fit for firms ranging from sole practitioners to 50 user sites. OTP offers a ...
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 […]
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. […]