--- description: Review of OfficeTools Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: OfficeTools | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Professional Services Automation Software](/directory/4135/psa/software) > [OfficeTools](/software/38491/officetools) # OfficeTools Canonical: https://www.softwareadvice.co.uk/software/38491/officetools Page: 1 / 9\ Next: [Next page](https://www.softwareadvice.co.uk/software/38491/officetools?page=2) > OfficeTools is a practice management solution for tax and accounting firms. Key features include client management, project management, time tracking, billing and invoicing, scheduling and reporting. OfficeTools offers a central repository of client information and has a bi-directional sync with other accounting and tax applications. All client information is connected to open tasks and assigned team members. The calendar and project management feature enables users to see project status and employee schedules and allows users to delegate tasks to team members and efficiently move work through the firm eliminating the need for manual workflows. OfficeTools includes functionality for time tracking and a companion mobile app, and the information is synced back to the office for payroll, billing or both. It also offers due date monitoring to keep employees on-task and on-time with reminders, activity list and detailed reporting. Support is available by phone, email online knowledge base and video tutorials. > > Verdict: Rated **4.1/5** by 196 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.1/5** | 196 Reviews | | Ease of Use | 3.7/5 | Based on overall reviews | | Customer Support | 3.8/5 | Based on overall reviews | | Value for Money | 3.7/5 | Based on overall reviews | | Features | 3.9/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: CARET - **Location**: San Diego, US - **Founded**: 1983 ## Commercial Context - **Pricing model**: (Free Trial) - **Pricing Details**: OfficeTools Workspace starts at $59.00 per user/per month - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Windows (Desktop), Windows (On-Premise), Linux (On-Premise) - **Supported Languages**: English - **Available Countries**: Australia, Canada, United States ## Features - Accounting - Appointment Management - Approval Workflow - Audit Trail - Billable Items Tracking - Billing & Invoicing - Billing Portal - CRM - Calendar Management - Client Management - Client Portal - Collaboration Tools - Communication Management - Contact Database - Contingency Billing - Customisable Branding - Customisable Invoices - Document Management - Document Storage - Due Date Tracking ## Integrations (6 total) - APX e-Invoicing - Lacerte Tax - Microsoft Excel - Microsoft Outlook - Microsoft Word - QuickBooks Online Advanced ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) ## Category - [Professional Services Automation Software](https://www.softwareadvice.co.uk/directory/4135/psa/software) ## Related Categories - [Professional Services Automation Software](https://www.softwareadvice.co.uk/directory/4135/psa/software) - [Tax Practice Management Software](https://www.softwareadvice.co.uk/directory/4237/tax-practice-management/software) - [Actuarial Software](https://www.softwareadvice.co.uk/directory/4334/accounting-practice-management/software) - [Billing and Invoicing Software](https://www.softwareadvice.co.uk/directory/263/billing-invoicing-software/software) ## Alternatives 1. 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Everything you need to track your accounting office in one place > > **Cons**: now that they got bought out, price is going up ----- ### "Built in OfficeTools" — 5.0/5 > **Carlos** | *21 October 2024* | Information Technology & Services | Recommendation rating: 9.0/10 > > **Pros**: OfficeTools software offers a range of benefits tailored to accounting and tax professionals, making it a comprehensive practice management solution. It consolidates client information, documents, billing, and workflow into a single platform, reducing the need for multiple software tools. > > **Cons**: The only con about this product is the cost. The cost of implementation, training, and ongoing subscription fees may add up, especially for businesses that don't need all of the features. > > Overall this product has been great for our company. OfficeTools integrates with popular tax software, improving data flow and reducing manual entry, which helps mitigate errors. ----- ### "Smooth operation" — 5.0/5 > **Debby** | *21 September 2018* | Accounting | Recommendation rating: 7.0/10 > > **Pros**: This software is very easy to use. I like that there are a variety of reports > > **Cons**: I do not like the recurring billing function. Or at least I have not been successful in getting it to work properly. It would be great if it did so I wouldnt have to do my billing through Qbooks ----- ### "Office Tools "was" the next best thing. Honest review: I have "loves" and "hates"" — 4.0/5 > **Cathleen** | *4 November 2020* | Accounting | Recommendation rating: 2.0/10 > > **Pros**: There are a lot of things I love about this software and it was a vast improvement 3 years ago over what I was using. Love: Project tracking, although not as complete as we would like - we have actually left for one that has a more Kan Ban style visual approach, with the ability to tag colored status tags on a project as it moves through the process. Love: Billing: select all time entries related to a project to mark up and bill, or bill all out marked up for a monthly subscription client. Love: ability to link charge card processing both to portal and to invoice. Love - time reports for easy payroll processing. My clients love the portals. > > **Cons**: Hate: document management presentation - must specifically look for emails or notes related to a project: have since moved to a product that has a chat-style interface perfect for a remote workforce. Hate: could never get project reports to print everything I needed. Matter of filters. I will give them the benefit and say perhaps I didn't learn that part well enough. Hate: tech support used to be terrible before they were bought out, has improved but still not great. I may now be really spoiled by the product I moved to - response sometimes within minutes. Hate: BEWARE: their contract has auto renewal without positive confirmation from user. I left them because I spent countless hours with their tech support, and many many $$ in tech support, and by their own admission, it was an issue they were aware of, and nothing to be done about . Now they want to charge me for the entire year and not let me out of it, unless I spend countless more time and $$ to try to resolve the issue that they already know they could not resolve. We have been receiving an error message when logging in for months. They know about it. Yes, you can just click through it and log in, but it is another annoyance that they are aware of yet still want to charge me for an entire year when I have limped through the last several like a dedicated customer. The ability to link my calendar in exchange to that in Office Tools was a deal maker/breaker for me. > > The portals are easier for my customers to use than my old portal product. Customer service: none unless they can sell you more product or $$. Often times unresponsive. Billing flexibility definitely better than my old product but recurring monthly or quarterly not as automated as I would like. We found the dashboard to be very confusing and counter productive as far as tasks, appointments and to-do items, my staff was still keeping spreadsheets of their projects for clarity. Too many extra steps required to completely clear something from your view of things to do. free-flow document management took a bit to get used to over windows folder structure, but very manageable. We have actually now split into two different products as we wanted beefier document management tools. Calendar connecting with exchange was a hot mess. ----- ### "Great productivity tool but has some issues" — 5.0/5 > **Janet** | *5 May 2020* | Accounting | Recommendation rating: 8.0/10 > > **Pros**: OfficeTools creators have thought of every aspect of the business and that's what we loved. Any questions that we had "can we do this or can we do that" the answer was yes. You can create projects, assignments, To Do and have it set-up anyway that works for your team. You can use it for marketing emails with groups, etc. Very well designed. > > **Cons**: It has glitches and it takes some time to learn how to use it. For instance, I don't need to use Lacerte, but I had to have it installed so I could use OfficeTools, otherwise, I kept getting error messages. And then, you have to make sure you are logged in to Lacerte every morning or the program won't work properly and the only way you realize that is when you are looking for an assignment or a document and you don't see it - then you inquire from your team and they say "Oh, it's there, I can see it..." then you realize you need to log back in for the software to refresh and show you everything. It doesn't notify you that Lacerte has been logged off. Also, the training module and how it works was a bit confusing for us. > > It streamlined our business and made every step clear for each team member. The projects flow nicely from one person to next. Especially while we work remotely because of the Covid-19 pandemic, it allows us to work efficiently without missing a beat. ----- Page: 1 / 9\ Next: [Next page](https://www.softwareadvice.co.uk/software/38491/officetools?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/38491/officetools) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data