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Office Tools Professional

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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

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Office Tools Professional — Client Portal

888-667-8440 www.OfficeToolsPro.com   2012 Overall Rating 4.75 Best Fit Firms using or considering the Office Tools Professional Practice Management 2011 system, who want to provide user-friendly portals to clients. Strengths Tight integration with Practice Management 2011 system Project management and file sharing Built-in client communication tools Customizable firm branding Good integration with outside programs Potential […]

Isaac M. O'Bannon