Manage your accounting firm from a single application
Our accounting practice management software lets you track time, billing, invoicing, contacts, projects, and documents in one place, while integrating with other key business tools.
Complete tasks and track projects more efficiently, with visibility into your whole firm as everything works together in a single system.
“Having contact info, project tracking, document management and time tracking/billing in one package has made things so much easier. The integration of difference functions is the best part.”
Consolidate & track everything
Put an end to redundant data entry from separate programs, calendars, and email systems. Gain an end-to-end view of your firm and prioritize accordingly.
“OfficeTools does everything, from scheduling, time tracking, document organization to project management. All our clients info is together in one place and everyone in our office can access it.”
Increase client billing
Spend less time on details and more time growing your firm and billing for client work. Send client invoices easily and collect payment through email or online, and get paid faster with APX PayNow.
AB CPA, Inc.
“OfficeTools saves me thousands of dollars and hours every year!”
Empowering Accountants and Bookkeepers Around the World
in saved admin time per staff member per month
saved with more time per staff member per month
to create an engagement letter with automation down from 1 week of work without
“OfficeTools has changed our firm, it is just wonderful. Being able to know where in the process 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.”
“I switched to OfficeTools so that we would stop losing time that I wasn’t tracking or billing for. After implementation, we started using Project Management, Document Management, and we’re now able to track and reallocate work from employees that have too much work.”
“We decided that we needed something that was all-in-one: wanted to get our CRM and documents all in one place. We gave OfficeTools WorkSpace a try, and 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.”