OfficeTools by CARET vs. CCH Axcess

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

If you have a pro that uses the software then you should be fine. If you are using the software and need any support from THEIR customer support people or dedicated rep, be prepared to be frustrated! Horrible Customer Service but it is due to Wolters Kluwer not caring and purchasing various tax products but not having the ethics to make sure they are properly trained or overwhelmed

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

Incentivized

• Customer Service
• Organization
• Knowledge

Incentivized

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

Incentivized

• Billing issues.
• Customer service.
• Deceptive information provided when placing order. Then turn around and said that’s not right.
• Ability to listen to customers.
• Sales rep doesn’t know what client ordered.
• Reps who don’t care.

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

Customer service is horrible for Axcess and getting bad for ATX. Wolters Kluwer has purchased these software products