This course is focused on the configuration, customization and creation of Projects within OfficeTools. It will cover the most common configurations of projects as used by tax and accounting professionals. We’ll discuss workflow, due date tracking, reporting, common tips, and best practices. Let’s uncover Workflow Management with various tips you may not know.

Since the start of 2017, we have been holding these free 20 minute trainings hosted by our industry-leading experts and innovators who will teach you about AbacusLaw, Amicus Attorney, ResultsCRM, OfficeTools, Abacus Private Cloud, and more. If you would like to request a topic, please email

Transcripts will be added soon!

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