Capital Business Services vs. OfficeTools by CARET

They have staff that understand the fund accounting software they support and can help when you call in. I have not found anything that was less appropriate with Capital Business Services. They offer free webinars to topics that are relevant to our not for profit organization.

Incentivized

For a small office or team keeping track of multiple projects at once can be a challenge. OfficeTools provides an all-in-one affordable (less than $60 per month) and accessible (cloud based) project management solution to keep your team on task. If your organization uses products such as Quickbooks or Outlook you can easily integrate them into this software solution. I honestly cannot think of an organizational structure that would not benefit somewhat from integrating OfficeTools into their operations

Incentivized

• They provide free webinars on relevant topics to our organization
• They helped me build customized reports
• They provide software support when needed

Incentivized

• Software Integration (i.e. Quickbooks, Outlook, etc.)
• Project Management
• Time Management
• Billing/Invoicing

Incentivized

• I have not encountered anything they would need to improve on. They always are very responsive to my calls and helpful with my questions

Incentivized

• Customizability (i.e. font size, workflows, etc.)
• Increase access to trainings and educational enrichment opportunities
• Customer Support (tends to be slow)

Incentivized

We used another provider not listed for our MIP Fund Accounting. Capital Business Services provides excellent service and does not make you wait for a solution. Our previous provider could not solve several small issues that Capital Business Services solved after switching to them.

Incentivized

OfficeTools is by far the easiest project management tool that I've ever used. It is very user friendly and easy to pickup. That cannot be said for other products that I've used in the past

Incentivized