OfficeTools

Software de gestão de prática, tempo e cobrança.

4,1 /5 (175 avaliações) Escreva uma avaliação!

Resumo do OfficeTools

O que é o OfficeTools?

O OfficeTools é uma solução de gerenciamento para escritórios contábeis e tributários que fornece aos usuários ferramentas para gerenciar clientes, projetos, tarefas, documentos, tempo, cobrança e muito mais.

O OfficeTools WorkSpace atua como um repositório centralizado de informações do cliente e sincroniza-se bidirecionalmente com softwares tributário e contábil, para garantir que as alterações nos dados sejam atualizadas nos sistemas. Projetos, compromissos e atribuições podem ser rastreados em calendários pessoais e de equipe. As tarefas podem ser delegadas aos membros da equipe com cargas de trabalho mais baixas. A lista de atividades fornece aos usuários uma visão de todos os itens em aberto que requerem conclusão e permite que os usuários cliquem no contato e na seção relevantes para cada tarefa. Os usuários podem registrar o tempo trabalhado em cada projeto ou cliente usando os temporizadores internos e sincronizar esses dados com cobrança e folha de pagamento.

O OfficeTools WorkSpace Portal permite aos clientes solicitar compromissos, assinar documentos e fazer pagamentos online. Confirmações e lembretes por e-mail e SMS garantem que os clientes estejam cientes da hora e data dos compromissos futuros e, quando chegarem ao escritório, o sistema de entrada/check-in do cliente poderá ser usado para registrar atualizações dos dados pessoais e informações de contato dos clientes. A funcionalidade integrada de assinatura eletrônica permite que os clientes assinem eletronicamente documentos e é compatível com assinatura sequencial e com várias partes. Todos os documentos assinados são armazenados automaticamente. Os usuários podem se comunicar diretamente com os clientes através do portal sobre quaisquer questões, consultas ou documentos ou informações ausentes.

Resumo do OfficeTools

Preços

A partir de
US$ 59,00/mês

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

Recursos do OfficeTools

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos, Canadá, Austrália
Idiomas
Inglês

Mídias

Mobile Activities
Projects
Calendar
Contacts
E-sign
Invoice
Captura de tela do OfficeTools: Mobile Activities Captura de tela do OfficeTools: Projects Captura de tela do OfficeTools: Calendar Captura de tela do OfficeTools: Contacts Captura de tela do OfficeTools: E-sign Captura de tela do OfficeTools: Invoice

OfficeTools - Avaliações

OfficeTools - Avaliações

Classificação geral
4,1
/
5
Excelente
73

Muito bom
62

Regular
22

Ruim
13

Péssimo
5

Relação qualidade/preço
3,7
Recursos
3,9
Praticidade
3,7
Suporte ao cliente
3,8
77% dos usuários recomendam este app
Lyndsey L.

Office Tools has streamlined our office, we now only use 1 program where we used to use three.

Everything is in one place. I can track the progress of projects that co workers are doing, so when someone calls and can tell quicker where we are on there return or other accounting service.


Traduzir com Google
Janet P.

Great productivity tool but has some issues

It streamlined our business and made every step clear for each team member. The projects flow nicely from one person to next. Especially while we work remotely because of the Covid-19 pandemic, it allows us to work efficiently without missing a beat.


Traduzir com Google
Matthew L.

Hard to find any other option that's as simple and powerful.

Great office hub.


Traduzir com Google
Sandy S.

Disappointed

Support - was a joke in year 1 of our contract. It took at least 3-5 days or more for someone to get back to us. One day I got lucky and [SENSITIVE CONTENT HIDDEN] called me. She is the best asset your company has. She knows how to provide support. I even tracked down someone at the Abacus Next Conference to make sure they knew how valuable she was. Shortly after, [SENSITIVE CONTENT HIDDEN] had to inform me that I was no longer allowed to email her directly and I had to go through the ticket system. I complied with her request and now I'm back to hating your support. I know we are just a little guy in your eyes. I am the type of person when I love something I tell everyone about it. I also tell everyone when something is not right. I could never refer your product. We will be switching to another product as soon as we can.


Traduzir com Google
Marion T.

Fine for us, for now

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.


Traduzir com Google
Lyndsey L.
Traduzido para o Português
Traduzido para o Português

Office Tools has streamlined our office, we now only use 1 program where we used to use three.

Usado Diariamente durante Mais de dois anos
Avaliado em 23/10/2017
Fonte da avaliação: Capterra

Everything is in one place. I can track the progress of projects that co workers are doing, so when someone calls and can tell quicker where we are on there return or other accounting service.

Vantagens

Can add To Do's in program for reminders to do several things.
Keep track of appointments easily.
Documents are easy to find.
Can add notes about clients.
Can track status of projects and set due dates.
Can send documents out for esignatures securely and its easy for clients to sign and return.

Desvantagens

Wip and A/R balances don't match from end of month to beginning of next month.
When adding Wip to invoices, system writes off balance to zero instead of showing profit if billed amount is still over the amount of WIP on bill.
Documents for business clients is harder to sort, employees like to have folders.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 8.0/10

Janet P.
Setor: Contabilidade
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Great productivity tool but has some issues

Usado Diariamente durante 1 a 5 meses
Avaliado em 05/05/2020
Fonte da avaliação: Capterra

It streamlined our business and made every step clear for each team member. The projects flow nicely from one person to next. Especially while we work remotely because of the Covid-19 pandemic, it allows us to work efficiently without missing a beat.

Vantagens

OfficeTools creators have thought of every aspect of the business and that's what we loved. Any questions that we had "can we do this or can we do that" the answer was yes. You can create projects, assignments, To Do and have it set-up anyway that works for your team. You can use it for marketing emails with groups, etc. Very well designed.

Desvantagens

It has glitches and it takes some time to learn how to use it. For instance, I don't need to use Lacerte, but I had to have it installed so I could use OfficeTools, otherwise, I kept getting error messages. And then, you have to make sure you are logged in to Lacerte every morning or the program won't work properly and the only way you realize that is when you are looking for an assignment or a document and you don't see it - then you inquire from your team and they say "Oh, it's there, I can see it..." then you realize you need to log back in for the software to refresh and show you everything. It doesn't notify you that Lacerte has been logged off.
Also, the training module and how it works was a bit confusing for us.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 8.0/10

Matthew L.
Traduzido para o Português
Traduzido para o Português

Hard to find any other option that's as simple and powerful.

Usado Diariamente durante Mais de dois anos
Avaliado em 19/10/2017
Fonte da avaliação: Capterra

Great office hub.

Vantagens

70-80% of the features provided are very easy to use and very intuitive. The navigation getting from task to documents to calendar etc is super easy. You feel like a power user almost right away.

Documents and the portal system are easy to use and very intuitive. Same with ToDo's, Calls, and schedules. Instant success. Billing is easy at it's basic level but as you get into options and features it can take some time. A fair trade off for the feature set. Time tracking is available for evey screen in the software so that's great.

Desvantagens

They have an amazing base product. They need to stop shooting them selves in the foot on updates, new feature roll out and customer relations. Examples are:
1. Pacific time support hours only. If your on the east coast and you have a problem in the morning, you get to deal with it until 11am. That's a problem.
2. No user community. Facebook and linked in are not user communities. They need to have a place for users to gather, ask and answer questions, and post information about services and updates so users can be informed.
3. Being proactive when there is a system wide issues. Like every software company, things happen from time to time. I have no problem with that. But when it does there should be an e-mail alert to all users and it should be posted in the user community. I should not have to check face book on the off chance something is posted.
4. Loosen control of system variables. The report function, which is very good, hits strong limits when you can only access certain variables from the system depending on the report type. There is no reason to limit access to variables. Multiple reps from inside the company agree with this and have for years, yet no change.
5. Online helps and training. Office tools has some excellent online videos and resources for using their software. But they tend to not be updated regularly and are hit and miss on what they cover and what they don't. There is little consistency in online help.
6. Out of room!!!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 6.0/10

Sandy S.
Setor: Contabilidade
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Disappointed

Usado Diariamente durante Mais de dois anos
Avaliado em 11/05/2020
Fonte da avaliação: Capterra

Support - was a joke in year 1 of our contract. It took at least 3-5 days or more for someone to get back to us. One day I got lucky and [SENSITIVE CONTENT HIDDEN] called me. She is the best asset your company has. She knows how to provide support. I even tracked down someone at the Abacus Next Conference to make sure they knew how valuable she was. Shortly after, [SENSITIVE CONTENT HIDDEN] had to inform me that I was no longer allowed to email her directly and I had to go through the ticket system. I complied with her request and now I'm back to hating your support. I know we are just a little guy in your eyes. I am the type of person when I love something I tell everyone about it. I also tell everyone when something is not right. I could never refer your product. We will be switching to another product as soon as we can.

Vantagens

Firm has been using for 4-5 years. It has served us well and we use most of the functionality.

Desvantagens

Lack of technology development. When it was announced there was a QB online integration we were very excited and converted. Our 150 clients are on QBO, however we remain on the desktop version due to Office Tools. We then learned it does not integrate with QBO Accountant. We then had to convert back to QB desktop version as it was our only option. We patiently stuck with Office Tools on the belief that the software would continue to be developed and evolve. At this point we wished we had not signed our last 3 year contract. With the signing of the 3 year contract we were given/comped 3 hours for training. When we went to use them we were told those hours had to be used in the first year - WHICH WAS NOT TOLD TO US. I had our sales rep check into it and the "board" advised the hours were expired. WOW was I shocked. I had never been given something from a company that was complimentary to then not advise me that the hours had to be used in the first year. Who ever made this decision just made our final decision for us. We will NOT be renewing our software when the contract ends. Too many disappointments.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 0.0/10

Marion T.
Setor: Contabilidade
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Fine for us, for now

Usado Diariamente durante Mais de dois anos
Avaliado em 14/05/2020
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 7.0/10

Recomendação do usuário
8/10
Baseado em 175 usuários
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Preço do OfficeTools

Preço do OfficeTools

A partir de
US$ 59,00/mês
Teste Grátis
Assinatura
Relação qualidade/preço
Relação qualidade/preço
3,7/5
Baseado em 175 usuários
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Recursos do OfficeTools

Recursos do OfficeTools

API
Armazenamento de documentos
Cobrança e faturamento
Controle de despesas
Ferramentas de colaboração
Função de busca
Gerenciamento de contatos
Gerenciamento de documentos
Gerenciamento de faturas
Gestão de calendários
Gestão de casos
Gestão de clientes
Gestão de tarefas
Gestão do fluxo de trabalho
Integração de terceiros
Lembretes
Notificações automáticas
Painel de atividades
Portal do cliente
Relatórios e estatística
Recursos
3,9/5
Baseado em 175 usuários
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Categorias

Perguntas frequentes sobre o OfficeTools

Perguntas frequentes sobre o OfficeTools

Abaixo estão algumas perguntas frequentes sobre o OfficeTools.

P: Que tipo de planos o OfficeTools oferece?

O OfficeTools oferece os seguintes planos de pagamento:

A partir de: US$ 59,00/mês

Modelo de preços: Assinatura

Teste Grátis: Não disponível

P: Quais são os principais recursos do OfficeTools?

Não temos informações sobre os recursos do OfficeTools.

P: Quem costuma usar o OfficeTools?

Os clientes habituais do OfficeTools são:

Pequenas empresas, Grandes empresas, Empresas de médio porte

P: Em que idioma o OfficeTools está?

O OfficeTools está nos seguintes idiomas:

Inglês

P: Que tipo de planos o OfficeTools oferece?

O OfficeTools tem os seguintes planos de preços:

Assinatura

P: O OfficeTools é compatível com disponíveis móveis?

Não temos informações sobre os dispositivos compatíveis com o OfficeTools.

P: O OfficeTools se integra com quais outros aplicativos?

O OfficeTools se integra com os seguintes aplicativos:

Facebook, Google Maps, Microsoft Excel, Microsoft Outlook, Microsoft Word, QuickBooks Online Advanced, Twitter

P: Que nível de suporte o OfficeTools oferece?

O OfficeTools oferece as seguintes opções de suporte:

Suporte por telefone, FAQs, Base de conhecimento, Suporte online