The Evolving State of Accounting Firm Workflow
Change comes in waves that sometimes are less astounding when looking at them in the present, but can be dramatic when their cumulative effects are viewed after several years.
Office Tools Professional
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 […]
2013 Who’s Who Among Technology and Service Providers for the Tax & Accounting Profession
Whether you built your firm from scratch, partnered with other professionals from the start or started with a single client and a dream, your practice is your future. However, even sole practitioners are never alone.
Thought Leaders Get a Peek at the Future of Accounting Technology
Some of the biggest vendors in the tax and accounting profession presented exclusively to the 2012 Thought Leaders at this year's Thought Leader Symposium.
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 […]
How Practice Management Works for Small Firms
Mike Giardina from Office Tools Professional explains why Practice Management isn't just for large firms.
4 Key Value Points for Best-of-Breed Practice Management Applications
Practice Management … So Much More Than Time & Billing For years, the profession has thought of practice management as simply time and billing. This is no longer a sufficient definition. True practice management encompasses the flow of all data in a firm—including contact information, scheduling, project due dates, document management, phone messages, and, yes, […]