OfficeTools by CARET vs. Wolters Kluwer CCH ProSystem fx

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
OfficeTools by CARET
Score 5.0 out of 10
N/A
OfficeTools Cloud is cloud-based accounting practice management software designed to enable firms to track client work and collaborate with their team anytime, anywhere, from any browser. OfficeTools is an CARET brand.
$59
per month
Wolters Kluwer CCH ProSystem fx
Score 8.7 out of 10
N/A
Wolters Kluwer offers the ProSystem fx Suite (also the CCH ProSystem fx Suite editions with similar capabilities), a workflow management suite with document management system for accounting firms. The solution presents centralized firm management capabilities with firm, employee and client dashboard, project and contact management, and billing / invoicing, as well as reporting and marketing capabilities.N/A
Pricing
OfficeTools by CARETWolters Kluwer CCH ProSystem fx
Editions & Modules
OfficeTools Cloud
$59 ($49)
per month (billed annually)
OfficeTools Workspace
Contact for Pricing
No answers on this topic
Offerings
Pricing Offerings
OfficeTools by CARETWolters Kluwer CCH ProSystem fx
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
OfficeTools by CARETWolters Kluwer CCH ProSystem fx
Top Pros
Top Cons
Best Alternatives
OfficeTools by CARETWolters Kluwer CCH ProSystem fx
Small Businesses

No answers on this topic

Dext Prepare (with Receipt Bank)
Dext Prepare (with Receipt Bank)
Score 9.1 out of 10
Medium-sized Companies

No answers on this topic

Vertex
Vertex
Score 8.4 out of 10
Enterprises

No answers on this topic

Vertex
Vertex
Score 8.4 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
OfficeTools by CARETWolters Kluwer CCH ProSystem fx
Likelihood to Recommend
8.0
(1 ratings)
9.0
(1 ratings)
User Testimonials
OfficeTools by CARETWolters Kluwer CCH ProSystem fx
Likelihood to Recommend
CARET (Abacus Data Systems, Inc. )
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
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Wolters Kluwer
If you want to streamline your record keeping, daily accounting tasks, and tax prep and review, CCH ProSystem fx will greatly increase your productivity by integrating all those needs. It is very useful for any professional that wants high quality and reliable software to aid your daily accounting work or tax returns.
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Pros
CARET (Abacus Data Systems, Inc. )
  • Software Integration (i.e. Quickbooks, Outlook, etc.)
  • Project Management
  • Time Management
  • Billing/Invoicing
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Wolters Kluwer
  • user friendly
  • everything is digitized
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Cons
CARET (Abacus Data Systems, Inc. )
  • Customizability (i.e. font size, workflows, etc.)
  • Increase access to trainings and educational enrichment opportunities
  • Customer Support (tends to be slow)
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Wolters Kluwer
  • Sometimes opening the Document program can be slow--I have to be patient.
  • Lots of options and commands, takes some time to get used to and master the programs.
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Alternatives Considered
CARET (Abacus Data Systems, Inc. )
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
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Wolters Kluwer
Intacct is what we use for data input and management. It is on cloud like CCH ProSytem fx is. We can use it anywhere, away on a conference, work from home, work offsite, as long as we have a laptop and internet. There is nothing to install on your computer, you just need the link and your username and password to log in. Microsoft Dynamics GP was used for 3 years and we finally abandoned it after trying out QuickBooks. The interface was not user friendly. We used QuickBooks for 3 years before we transitioned to Intacct, there was always something broken--no major issues, just small problems--and we got fed up.
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