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 […]
661-951-9200 www.officetoolspro.com 2011 Overall Rating 4.75 Best Firm Fit Practice Management 2011 is best suited for firms with five to 10 users. Office Tools Professional also serves more than 100 offices with 15 to 60 users. Strengths Integrated suite of office productivity tools (document storage, contact management, time & billing, project management, scheduling) Reporting […]
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.
As the space for practice management applications has changed over the last year, we have changed the applications which we cover as part of this review to reflect the desire of many mid-sized and large firms to implement staff scheduling tools.
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).