The latest release of OfficeTools WorkSpace brings some exciting updates, including integration with QuickBooks Online, report automation, and a mobile-friendly client portal. Version 3.3 makes it easier than ever for accounting and tax firms to manage their practice from a single space.

We've also made some necessary bug fixes and improvements, so it’s crucial that OfficeTools Workspace users complete this update as soon as possible.

Here’s a quick look at what OfficeTools WorkSpace 3.3 has to offer:

QuickBooks Online Integration

We know that integrating with QuickBooks is an essential part of doing business for many firms, and users love the way OfficeTools Workspace integrates seamlessly with QuickBooks Desktop. Now, OfficeTools WorkSpace integrates with QuickBooks Online, providing users the ability to import invoices and payments for real-time access to financial balances. Users can now export all stages of billing to QuickBooks with both online and desktop access. In addition, contact information between programs can be streamlined to keep them both in sync.

Report Automation

Report automation allows users to schedule frequently run reports on an interval to be delivered via email. For example, users who want to know how much A/R is at the end of each day can set the A/R report to be delivered to their inbox daily.

Lacerte 2019 Update

OfficeTools WorkSpace is now compatible with Lacerte 2019. Users who rely on Lacerte for tax season should update OfficeTools WorkSpace as soon as possible.

Mobile-Friendly Client Portal

OfficeTools WorkSpace’s client portal sends documents, accepts and processes payments, and offers online scheduling, eSignature processing, questionnaires, and online time tracking. Each of these areas is now mobile-friendly, perfect for firms whose clients are on the go.

OfficeTools WorkSpace users can install the update here.