OfficeTools

Software de gestão de prática, tempo e cobrança.

Classificação geral

4,1 /5
(194)
Relação qualidade/preço
3,7/5
Recursos
3,9/5
Praticidade
3,7/5
Suporte ao cliente
3,8/5

77%
dos usuários recomendam este app
Classificar por

194 avaliações

Avaliador Verificado
Classificação geral
  • Setor: Contabilidade
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

Good product, but not always cost-effective for smaller firms

Avaliado em 17/10/2017

Vantagens

easy integration with various programs, easy to use portal and effective DMS system. Add to the easy of setting up the annual engagements and you have a great system.

Desvantagens

Least is the cost and required training. further, the program is not yet Cloud-ready. also, the server-based DMS does not provide for security of the data files

Peter
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

Great all-in-one tax office tool!

Avaliado em 17/10/2017

Having everything needed to help/work on a client at your fingertips in one piece of software. We...

Having everything needed to help/work on a client at your fingertips in one piece of software. We consolidated 4 programs into one when we moved to OfficeTools. We could FULLY consolidate 2 more if they were reliable and user friendly enough for staff and clients (AIME and the portal). But as it stands we have to have backups for both to function properly.

Vantagens

The best thing about OfficeTools is the integration of contact manager, schedule, time/billing tracking project management, billing, and documents. There are lots of other features that are included as well but those are the big ones. It's great going to one client and having access to everything you need.

Desvantagens

There are some quirks that you just have to live with, but overall it is a solid piece of software. There are times when support just cannot figure out a solution to a glitch we are having and we just have to wait to see if it will be resolved in a new release. Another thing that is quirky is having to go to another client and then back into the one you are working on the get the system to update.

Mostly small little things that aren't that bad and they do seem to attempt to address issues as they go so it is by no means a dead software.

Kyle
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 0.0 /10

Horrible. Unreliable. Blindfolded company culture.

Avaliado em 17/10/2017

It taught me not to believe the features you read on websites.

It taught me not to believe the features you read on websites.

Vantagens

The days it works without data loss or speed issues. More often than not, it is extremely slow and non-responsive. We have an amazing cloud environment with more than adequate resources for this basic application. Office Tools is the only program that is slow or non-responsive on a daily basis.

Desvantagens

There are many many little glitches that we have not brought to supports attention because we were told by your support team: "glitches must have been previously identified to exist". Your engineers told my IT consultant that we were not using the software properly, which resulted in the DATA LOSS we were experiencing. This is complete crap, as I witnessed the issue with my own eyes and know that Office Tools has a critical engineering issue that can result in lost data. I have also experienced the data loss issue across two separate companies (and IT environments) and have experienced this issue as far back as 2014. But that's not important, right?

The ABOVE MENTIONED ISSUE IS PROJECT ASSIGNMENTS CAN REVERT TO PREVIOUSLY ASSIGNED ASSIGNMENT WITHOUT ANY PROOF THE NEW ASSIGNMENT WAS EVER CREATED.

THE PROFILE SYNC DOESN'T WORK. THE CEO ACKNOWLEDGED THIS AS A KNOWN ISSUE YET THE COMPANY IS STILL SELLING IT AS IF IT WORKS.

ACCOUNTS WITH THE SAME PRIMARY CONTACT MAY HAVE THEIR FILE NAME CHANGED BY OFFICE TOOLS WITHOUT THE ABILITY TO CHANGE IT BACK TO THE PROPER NAME.

THE SIN (CANADA) NUMBER DOESNT SHOW PERIODICALLY UNLESS YOU HIT THE EDIT BUTTON, THEN IT MAGICALLY APPEARS.

Overall the software is not reliable and the company culture is disappointing. I brought the data integrity issue to the CEO and he brushed it off as a non issue, despite it being mission critical for his customers. Never will we recommend this software to anyone. It sounds better than it is.

Christine
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Office Tools has been great. We can't imagine running things without it.

Avaliado em 23/10/2017

Office Tools replaced separate document management software, a time keeping/billing software, and a...

Office Tools replaced separate document management software, a time keeping/billing software, and a project tracking software. It's streamlined our process and allowed us to save tons of time for billable work.

Vantagens

The integration of difference functions has been the best part. Having contact info, project tracking, document management and time tracking/billing in one package has made things so much easier and streamlined our process.

Desvantagens

The reporting in general is limited. The inability to combine information types (Contact, Billing, Project, Staff) into a single report is difficult. Currently, we create 2 different reports, export to excel and use formulas to combine the information. Skipping these extra steps would save so much time.
Also, allowing a custom recurrence pattern for projects (i.e. every 2 years) would be great.
Finally, many clients want to be able to specify a "Billing Only" e-mail address. Right now, I have to make that change manually for those clients each billing run.

akore
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Saves me thousands of dollars and hours every year!

Avaliado em 16/10/2018

I used to track projects by emails in my inbox and files on the shelf, constantly putting out fires...

I used to track projects by emails in my inbox and files on the shelf, constantly putting out fires and dealing with what ever client was "on top of the stack".spending HOURS every day figuring out what I had to get done.....now the minute a project comes in (Via email,mail, or phone) I create a new Project in OfficeTools and I have an easily accessible, up to date task list of EVERYTHING I need to do. And I can assign tasks to staff, so my staff knows what to work on WITHOUT having to ask me. I cannot begin to quantify the dollars and hours this software has saved me.

Vantagens

The ability to quickly create and add items to a "ToDo list" and assign tasks to staff w/ documents attached (dragged straight from Outlook).

Desvantagens

There is a learning curve - but that is to be expected with such robust software and customer support was great helping me learn features I couldn't figure out myself (since I refused to do the training and like to figure things out myself). Plus, the online tutorials were really great.

Stacey
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

Been working with Office Tools for nearly 14 years now

Avaliado em 10/10/2018

We use Office Tools for our companies billing, tracking time, tracking our projects for our clients...

We use Office Tools for our companies billing, tracking time, tracking our projects for our clients and for our scheduling appointments with clients. We have used this product for nearly 14 years and it helps our office run smoothly. We have access to each others schedules and daily tasks. Everything is right at our fingertips.

Vantagens

I really love that it is user friendly. It really helps keep me on track with my tasks with all the projects that have been assigned to me and when it was assigned. It really helps me not forget about projects. I love all the available reports that you can print. There are reports to help track or Work in process and reconcile our billing and many many more.

Desvantagens

There is not any thing really in particular right now that I would say I least like about the software. I find that if I have an issue with the software I can call technical support and they are always very helpful.

Avaliador Verificado
Classificação geral
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

Office Tools has been a value add to our accounting and tax group. Great product for the...

Avaliado em 17/10/2017

Office Tools helps our accounting and tax team stay organized and able to prioritize work without...

Office Tools helps our accounting and tax team stay organized and able to prioritize work without missing deadlines. We use the system to allocate resources to streamline the busy season workload and the workflow to make sure we know the status of every project along the way.

Vantagens

It is a great way to track project progress and make sure deadlines aren't missed. It is also a simple solution to time tracking, although our firm doesn't use the system for billing purposes, it is helpful in budgeting resources.

Desvantagens

My biggest complaint is that reports can't be exported to Excel, and not every pre-built report has all the data required. Without having a custom report prepared by the developers at Office Tools, you are somewhat limited on reporting flexibility.

Andy
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

love the software. It is the First program all staff opens in the morning and last to close

Avaliado em 01/08/2017

total organization running our office

total organization running our office

Vantagens

We have been using the software since 2007. It runs our office. All client information is under one hood. We use it to track projects as they move thru the office,capturing time , archiving documents and processing our billing as we move thru the month. We schedule our appointments, track phone calls. We use the client portal as a secure way to deliver and receive documents. I highly recommend this software to all accounting firms. You will no longer miss project deadlines. You will capture more billable time and become more efficient in your daily operations.
Feel free to contact me for more user perspective

Bessy
Classificação geral
  • Setor: Defesa e aeroespacial
  • Porte da empresa: 1 001 - 5 000 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 0.0 /10

Do Yourself a Favor and Avoid this Software

Avaliado em 20/01/2019

I don't recommend them. Poor customer service, no resolution to issues.

I don't recommend them. Poor customer service, no resolution to issues.

Vantagens

In the beginning, this software was great. Great user-friendly product, had some shortcomings with projects and tasks, but it was workable.

Desvantagens

It has some major glitches they take no responsibility for.
We lost like a hundred clients' information. All documents. Office Tools blamed it on us. They said that we had used all caps for the names of the clients, (which they never advised us on) and that had caused the software to malfunction. Customer service and management made no effort to correct the situation. They just wiped their hands clean by saying it was out mistake.

Avaliador Verificado
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 6.0 /10

Office Tools is a great program

Avaliado em 26/10/2018

Overall it is a good program and I would recommend it. They are always working on adding new...

Overall it is a good program and I would recommend it. They are always working on adding new features and also have a place for customers to make suggestions on features they would like to see or changes that would be better.

Vantagens

This software is a great option for tracking clients/vendors/contacts, to do's projects, deadlines, and reminders. I like the options for setting a reminder or not when I create a project. I like to be able to see not just my project /to do list but also for everyone in the office. I also like that we can store documents related to the client/contact/vendor to easily find them when we need them.

Desvantagens

Some features and settings are not easy to figure out. It would be nice to customize the program more to our needs but customization's are limited.

Marion
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 7.0 /10

Fine for us, for now

Avaliado em 14/05/2020

I can't easily get reports I feel I should be able to get. Such as all clients who came to us in...

I can't easily get reports I feel I should be able to get. Such as all clients who came to us in 2020. If that is possible I don't know how. I find the training to be less than helpful. I've watched videos, but they frequently don't look like the product I'm using and never seem to be to the point. If I could easily switch to another product I would likely do so. But my information is captured in Office Tools and I can't get it out and don't want to lose it. So I'm stuck.

Vantagens

The software does a good job of keeping our database of clients and their personal data. We use the Contacts features, Notes, ToDos, Calls and Schedule features. We do not use the other features such as Projects.

Desvantagens

I think it's expensive for the features we use. I think it is better suited to a larger organization who want communication among users who are not in the same office together. I have difficulty getting out letters and distinct lists of information. If you don't do those tasks very frequently you forget the process and it takes too long. As with every database it take constant and I mean constant updating. In the midst of a busy time we do not have the time to keep the database up to date so every few months I have to give a chunk of time to getting it back to rights.

michael
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 0.0 /10

Too Complicated

Avaliado em 07/05/2020

Not happy at all, would not recommend.

Not happy at all, would not recommend.

Vantagens

Intergration with other applications like quickbooks

Desvantagens

To complicated to run, not user friendly at all. Poor support.

Resposta do CARET

Hi Michael,

We are sorry to hear your experience has been less than great. We'd like to help you with any issues you are having currently. You can reach our support leadership team directly at [email protected]. Please feel free to contact them at your earliest convenience. The team will be happy to escalate your issue and get you set up for success right away.

We also have a number of free resources available including weekly webinars where you can speak directly with our trainers and product experts: https://www.abacusnext.com/webinars/.

We hope you'll reach out to us if you need any help with anything!

Sincerely,
The AbacusNext Team

Anne
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Love Office Tools

Avaliado em 21/06/2022

Great software just expensive.

Great software just expensive.

Vantagens

A powerful product. A Swiss Army knife for tax office management.
Easy to learn and it does so much.

Desvantagens

1. Expensive.
2. Client portal not as intuitive as Drake.
3 Setting should be set to make sure client documents are not accidentally deleted.

Jeffery
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 4.0 /10

Software was Valuable to our firm first. But then it became cost prohibitive.

Avaliado em 27/10/2017

Practice management in one platform.

Practice management in one platform.

Vantagens

I like the document management service. The scheduling software. And I like the notes. We also used the to dos quite a bit.

Desvantagens

The cost. And the fact they update the software year during tax season. Because of the cost, this will be the last year that we will be using Office Tools Pro. Also, the cloud-based features are severely lacking. In order to be able to view your schedule online, you have to have Outlook and an outlook sync subscription with Office tools pro. And even that feature is very clunky and works very rarely. We had many preparers in our office miss Appointments because they did not show up on the outlook schedule on their phones. The only effective way to see appointments was to remote in to the computer to see the scheduling within the program directly.

Kim
Classificação geral
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 0.0 /10

OT has been difficult to implement and use. We have had several technical difficulties as...

Avaliado em 27/10/2017

Vantagens

We bought the Program because it interfaces with QuickBooks and had a scheduling program. I gave customer support the best rating bc they are lovely and patient when you talk to them. The employees really are your best asset.

Desvantagens

The software has had several technical problems. It doesn't seem to easily showed budgeted time for scheduling purposes like we thought. It doesn't sync with QuickBooks easily (invoices show up skewed). There are so many boxes to click and items to fill out that it makes entering information time intensive. And some of those items really don't do anything (click the Extension box on a project, but there is no Extension report to show who you have on extension as an example). Crystal reports are clunky to work with. I gave training a higher score because they are lovely, patient and informative, but an issue we have with training is sometimes the trainer will tell us to do "x" but doesn't explain how that will effect "xy&z" down the road. I really wanted the software to work well for us but it really has been difficult.

Richard
Classificação geral
  • Setor: Serviços financeiros
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 7.0 /10

Generally good - but concerned about the future.

Avaliado em 27/10/2017

Document/contact management

Document/contact management

Vantagens

Good Product. OTP good service - but only on West Coast Time - need to expand hours . Staff, particuliary Mike G and Jarred F, are great to work with.

Desvantagens

Company bought by Abacus 5/31/17. Sales now handled by Abacus. They want a 3 yr contract!! No upgrades of any kind since Abacus - but price increase and they want a 3 yr contract. Seem to be pricing themselves out of market for small firms. First comments were that I should just pay the increase because of the buyout. I think they should improve my value before raising prices! Three year contract is not competitive!
Like the new weekly training classes, hope they will keep these archieved so we can use them for staff training

Sherree
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Easy, time-saving, organizing, delight!

Avaliado em 23/10/2017

It greatly helps in our effort for a paper-free office!

It greatly helps in our effort for a paper-free office!

Vantagens

I love the phone call section and the to-do section the most. These features make our office run smooth as silk. It is so nice to create a tax season to-do, with thirty-two items on it. I finish the thirty-two items and I am now ready for tax season. Then I change the date on the to-do and it pops up next year. This saves me so much time!

Desvantagens

Sometimes it takes a little while to fix small problems. Large problems are fixed very quickly though. I wish they would fix the amount of characters possible on the first name line. There really hasn't been too many cons for us, as we love the software!

Sarah
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Great software for CPA firm to keep organized.

Avaliado em 19/09/2018

Overall experience has beeen great! We are learning new things every day that we can accomplish...

Overall experience has beeen great! We are learning new things every day that we can accomplish with Office Tools and it’s been very beneficial to our growing accounting firm.

Vantagens

It does everything from scheduling, time tracking, document organization to project management. All of our clients information is together in once place and every one in our office has access to it. I can see who has worked on which projects, for how long and when they’ve been completed. It also tracks our invoicing and will sync emails to each clients document folder which is super helpful!

Desvantagens

Access to all of the features can be modified for each employee, however changing it to allow access isn’t very clear and doesn’t give detail on what it allows them access to. Overall great software!

Nathalie
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

Office Tools - Good for Small Companies

Avaliado em 16/05/2019

I had a very positive experience with Office Tools. It was very easy to use and could store a lot...

I had a very positive experience with Office Tools. It was very easy to use and could store a lot of data. Opening, copying, and saving documents was also very efficient

Vantagens

I liked how user friendly the software was. It was easy to store and save data as well as track workflows.

Desvantagens

Creating workflows wasn't very intuitive

Resposta do CARET

Dear Nathalie,

Thank you for taking the time to review OfficeTools. We're so glad you found the software to be user-friendly, and we appreciate your feedback about creating workflows.

Thank you for your patronage; we look forward to being of service for many years to come.

Best,

Katie Ternes
Marketing Coordinator
AbacusNext
(858) 882-4882

Raissa
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 11 - 50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 6.0 /10

Office Tools

Avaliado em 13/10/2022

Not the best experience but could be worse.

Not the best experience but could be worse.

Vantagens

This software has all the vital functions you would expect. Invoicing, Billing, Project Management, File Storage

Desvantagens

This software is constantly freezing and giving error messages.

Resposta do CARET

Hi, Raissa. We apologize for any difficulties you've been experiencing with OfficeTools. We want you to know that we have our best people on it! Please feel free to reach out to your OfficeTools representative if you would like to discuss further or if there are other areas you are having trouble with.

David
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 3.0 /10

Great Program When it works

Avaliado em 11/07/2019

It was initially great integrating one CRM database between QB/Lacerte. Recent updates has caused...

It was initially great integrating one CRM database between QB/Lacerte. Recent updates has caused the office staff to update multiple databases which increased error rates of different client information in OTPS and QB and Lacerte. Prior to the update we would update one database.

Vantagens

The database it creates and the custom project tracking for accountants and tax offices

Desvantagens

Customer support and the ballooning cost year over year. The more I pay the quality of the support goes down as well as the ability/reliability to synch with other software

Ck
Classificação geral
  • Setor: Serviços e tecnologia da informação
  • Porte da empresa: 10 000+ funcionários
  • Usado Semanal durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 7.0 /10

All in one solution

Avaliado em 04/08/2022

Vantagens

What I love about this suite is that it includes a bunch of software that you would typically need for billing, invoicing, tax, etc., and provides them in a nice one-stop-shop package. All offerings are well integrated with each other and handle simple to complex scenarios. My most used and I think their best feature is their invoicing. Very easy to customize, apply markup, and set up for an ad-hoc or a reoccurring subscription.

Desvantagens

If you are only planning on using the basic functionality, then you will get a big sticker shock. This product is very expensive, especially for a small business. Also, make sure you set a reminder before renewals. They add you to auto-renewals without specifically notifying you.

Resposta do CARET

Thank you so much for your review. We appreciate you taking the time to share your feedback.

Charmayne
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

One top ap for all your office needs

Avaliado em 15/10/2018

We use OT the most for billing clients. It does a great job tracking employee hours and allowing...

We use OT the most for billing clients. It does a great job tracking employee hours and allowing the flexibility to change bills.

Vantagens

The favorite thing about Office Tools is the to-do list. It helps keep me on task and remembers the important tasks that I need to be sure to remember.

Desvantagens

The letter writing function is difficult and time consuming. What you see in the letter screen is not always the same format that is printed. It takes a lot of time to save any changes that you make.

Edeler
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Fantastic program

Avaliado em 14/05/2020

I love it I use it every day it keeps control of all my work that we have to do it allows me to...

I love it I use it every day it keeps control of all my work that we have to do it allows me to keep tabs on my staff on their jobs and projects that need to be finished

Vantagens

The ability to have the information all in one place documents projects contact information is perfect

Desvantagens

Easier connection between Quickbooks and outlook with the program back-and-forth interaction

myles
Classificação geral
  • Setor: Contabilidade
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 0.0 /10

From HORRIBLE OfficeTools moved to TaxDome

Avaliado em 21/06/2022

HORRIBLE software!

HORRIBLE software!

Vantagens

ABSOLUTELY ZERO. At the time OfficeTools seemed like the only practice management software that could consolidate some of our management software. Was interested in the Lacerte sync function, but it's basically useless. Every year you have to wait for the developers to fix the sync, usually this is done after tax season haha. So adding new clients to Lacerte and expecting them to sync to OfficeTools is a joke.

Desvantagens

Too many to list. Stone age program that needs to be taken out to pasture. STAY AWAY!