OfficeTools

OfficeTools

Practice management, time & billing software

4.1/5 (159 avaliações)

Resumo do OfficeTools

OfficeTools is a practice management solution for accounting and tax firms which provides users with tools for managing clients, projects, tasks, documents, time, billing, and more.

OfficeTools WorkSpace acts as a centralized repository for client information, and syncs bidirectionally with tax and accounting softwares to ensure that changes to data are updated across systems. Projects, appointments, and assignments can be tracked in personal and team calendars, and tasks can be delegated to team members with lower workloads. The activity list gives users a view of all open items requiring completion, and allows users to click through to the relevant contact and section for each task. Users can capture the time worked for each project or client using the built-in timers, and sync this data with billing and payroll.

OfficeTools WorkSpace Portal allows clients to request appointments, sign documents, and make payments online. Email and SMS confirmations and reminders ensure that clients are aware of the time and date of upcoming appointments, and when they arrive in the office, the Client Intake/Check-in system can be used to capture updates to clients’ personal details and contact information. Integrated eSignature functionality allows clients to electronically sign documents, and supports multi-party and sequential signing. All signed documents are stored automatically, and users can communicate directly with clients through the portal about any concerns, queries, or missing documents or information.

Preços

A partir de
US$ 60,00/mês
Opções de preços
Teste Grátis
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Austrália, Canadá, Estados Unidos

Idiomas

Inglês

OfficeTools - Avaliações

Classificação geral
4.1/5
78% avaliações positivas
69
Excelente
55
Muito bom
20
Regular
10
Ruim
5
Péssimo
Peter S.
Traduzir com Google

Great all-in-one tax office tool!

Usado Diariamente durante Mais de um ano
Avaliado em 17/10/2017
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

9.0/10
Christine M.
Traduzir com Google

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

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

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Akore B.
Traduzir com Google

Saves me thousands of dollars and hours every year!

Usado Diariamente durante Mais de dois anos
Avaliado em 16/10/2018
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Stacey W.
Traduzir com Google

Been working with Office Tools for nearly 14 years now

Usado Diariamente durante Mais de dois anos
Avaliado em 10/10/2018
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

9.0/10
Andrea H.
Traduzir com Google

The program has been great at keeping client and billing details accessible.

Usado Diariamente durante Mais de um ano
Avaliado em 20/10/2017
Fonte da avaliação: Capterra

Ease of reports for billing, client records, staff utilization, accounts receivable which make our office run smoother and more efficiently.

Vantagens

The numerous reports and ways in which to cater a report to our specific needs. For example, I can create a WIP which shows work by date, or work by employeee, or work by code. These options have all been useful for different needs.
The contact lists are also versatile which helps with birthdays, phone lists, contact type lists.
Form letters is useful and we have created several this past year catered to contact type.

Desvantagens

There have been issues with the document signature feature; months went by with giant red lettering appearing on the documents, so we could not use that feature; when the feature was fixed with a new upgrade, we were not informed of the upgrade.

The email link from Outlook is not reliable and keeps stopping on two of our computers. This feature would save time and keep records straight with our clients, however, we cannot keep it connected.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

8.0/10

Preço do OfficeTools

A partir de
US$ 60,00/mês
Opções de preços
Teste Grátis
Assinatura
Relação qualidade/preço

Starting at $60 per user per month. Contact OfficeTools team for more information.

Recursos do OfficeTools

  • Armazenamento de documentos
  • Lembretes

  • API
  • Campos personalizados
  • Cobrança e faturamento
  • Função de busca
  • Gerenciamento de contatos
  • Gerenciamento de documentos
  • Gerenciamento de faturas
  • Gestão de calendários
  • Gestão de casos
  • Gestão do fluxo de trabalho
  • Importação/exportação de dados
  • Integração de terceiros
  • Modelos de documentos
  • Modelos personalizáveis
  • Notificações automáticas
  • Painel de atividades
  • Relatórios e estatística
  • Segurança de SSL

Mais informações sobre OfficeTools

Principais recursos do OfficeTools

  • Account tracking
  • Accounts receivable
  • Audit trail
  • Automated reminders
  • Availability management
  • Check-in system
  • Client messaging
  • Client statements
  • Collections
  • Contingency billing
  • Custom branding
  • Customer portal
  • Customizable invoices
  • Customizable tax questionnaires
  • Document storage
  • Electronic signature capture
  • Email & SMS integration
  • Email marketing
  • Email templates
  • Hourly billing
  • Invoice histories
  • Multi-party & sequential signing
  • Online appointment requests
  • Online invoicing
  • Online payments
  • Online timesheets
  • Payment processing
  • Project billing
  • Project management
  • Recurring/subscription billing
  • Retainer billing
  • Task tracking
  • Tax calculator
  • Tax management

Vantagens

  • Clients can request appointments with specific staff members online through the client portal, with appointment confirmations and reminders sent to clients by email and SMS.

  • Integrated IRS-compliant eSignature functionality allows users to send and receive sequential and multi-party signing documents, with automatic storage of signed documents.

  • The Client Intake/Check-in system enables clients to update their contact details when checking in for appointments, and users can add customized tax questionnaires to collect information from clients.

  • Time can be tracked using the built-in timers, and online timesheets allow users remote access to enter their hours for billing or payroll.

  • Clients can send messages from within the portal for any concerns or questions they may have, and to deal with any missing documents or information.

  • 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$ 60,00/mês

    Modelo de preços: Assinatura

    Teste Grátis: Não disponível

    Starting at $60 per user per month. Contact OfficeTools team for more information.

    P: Quais são os principais recursos do OfficeTools?

    O OfficeTools oferece os seguintes recursos:

    • Account tracking
    • Accounts receivable
    • Audit trail
    • Automated reminders
    • Availability management
    • Check-in system
    • Client messaging
    • Client statements
    • Collections
    • Contingency billing
    • Custom branding
    • Customer portal
    • Customizable invoices
    • Customizable tax questionnaires
    • Document storage
    • Electronic signature capture
    • Email & SMS integration
    • Email marketing
    • Email templates
    • Hourly billing
    • Invoice histories
    • Multi-party & sequential signing
    • Online appointment requests
    • Online invoicing
    • Online payments
    • Online timesheets
    • Payment processing
    • Project billing
    • Project management
    • Recurring/subscription billing
    • Retainer billing
    • Task tracking
    • Tax calculator
    • Tax management

    P: Quem costuma usar o OfficeTools?

    Os clientes habituais do OfficeTools são:

    Grandes empresas, Empresas de médio porte, Pequenas empresas

    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, Twitter

    P: Que nível de suporte o OfficeTools oferece?

    O OfficeTools oferece as seguintes opções de suporte:

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