The Most Complete Practice Management Software for Accounting and Tax Firms.

  • Keep track of everything

The single place to understand the who, what, where, when, and why for everything in your practice.

  • Eliminate Redundant Databases

Put an end to double, triple, or quadruple data-entry from tax programs, accounting software, calendars, and emails.

  • Single Screen Interface

The days of toggling between programs are over. OfficeTools gives you the power of seven programs in one single screen interface.

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“Work as One” in your own complete Digital Workspace.

  • Client Intake

Client provided documents and contact information are received directly within OfficeTools through the Client Portal.

  • Scheduling

Schedule client and staff appointments in the OfficeTools Calendar system. It allows tracking of project details including: documents, tracking time and sending reminders and thank you messages through emails, text or print.

  • Scanning

The paperless office is more than simply scanning physical documents into a repository. It also means collating every kind of digital and scanned documents to one place that is easily accessible, tagable, and searchable.

  • The Ultimate Workflow

From the who, what, where and when about tax work, accounting and consulting to how much time was used and how much billing was achieved. All is easily tracked with our Workflow System.

  • Invoice Flat Fees or Detailed Billings Any Time

No matter how you bill, from time card entry to billing and invoice creation, delivery and payment processing receipt OfficeTools makes it easy to realize every billing opportunity.

Service Scheduling
  • Full In-Depth Reporting

Have critical decision making information at your fingertips. Whether it’s billing analysis, staff productivity or client satisfaction, reporting provides us with firm wide information.

  • A Secure Integrated Portal

Firms need to receive and deliver documents to clients in a simple, secure, and integrated system. OfficeTools adds many other features including appointment requests, bill payment, job completion and client messaging.

  • Digital Signature Tool

Streamline filing by getting client approval faster by sending documents to clients electronically for eSignature. Our esignature solution is IRS compliant and accepted by all states that accept electronic signature.

Integrations Available to Work With the Built-in Power of OfficeTools.

OfficeTools enables seamless workflow to painlessly share contact information between other programs easily and automatically — a necessity for today’s digital firm.

OfficeTools Integrations
  • Tax and Accounting Software

Track return status, auto-sync all client information and link programs. Bill clients and track A/R with the QuickBooks Integration.

  • Email

Automatically file client correspondence in a central location.

  • Communication

Bill for every second of your time and never miss a call with a cloud enabled phone integration.

  • Document Management

From scanning to filing, store and manage client documents in a centralized document repository.