20/20 Practice Management

A better way to run your firm

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Find out how to work as one.

OfficeTools practice management offers the most comprehensive feature set to Accounting professionals. With its single screen interface, firms can eliminate unnecessary time managing the practice, taking care of clients and dealing with the details of workflow.

Whether centralizing and organizing client data, tracking due dates, staffing and workflow management, automated billing, streamlined time tracking, or any of the over 10,000 combined features of OfficeTools, you’ll have everything you need to run your firm's day to day operations.

Enjoy these features in real time

  • Eliminate redundant databases
  • Micro-management is a thing of the past
  • Recapture billing opportunities
  • Document Management
  • Keep track of everything
  • Never miss a deadline

There’s no blueprint for running the perfect firm but OfficeTools can help you get there.

Experience what it’s like for your tools to be connected. For your efforts to be truly integrated. And for every part of your firm's process to be working as one. OfficeTools practice management software seamlessly connects everything and harnesses the power you’ll need for what lies ahead.

Professionals Love OfficeTools

“With eight different users at our office, Practice Management it is extremely beneficial with contact management. We take pictures of all of our clients, and we’re able to follow up on key deadlines, so it is making us more effective and efficient.”

David Tucker,
David Tucker CPA

"It has changed our firm, it is just wonderful. Being able to know in the process where we are with tax returns, find the files, have good metrics about where we’re spending our time, and overall managing our practice has made a huge impact. We’re just thrilled"

Julia Rhoads,
EA, Sally Lindberg & Associates

"We decided that we just needed something that was all-in-one… We wanted to get our CRM and our Documents all in one place. We gave you guys a try, and so far we’re very satisfied. It’s very easy to keep track of what you have to do. The staff knows what to do, and all the partners and managers can see who’s busy and who’s not."

Howard Gastwirth,
CPA, Kirsch & Bridge