OfficeTools by CARET vs. idutax

OfficeTools by CARET

2 Reviews and Ratings

idutax

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
OfficeTools by CARET	Score4 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
idutax	N/A	N/A	idutax — Document Request and Collection Software for Accounting Firms idutax is a document request and collection platform built specifically for accounting professionals. Instead of chasing clients through email threads, accountants send a single secure link and clients upload everything from any device — no login or app required. Key Features Document Request System: Build checklists for T1, T2, HST/GST, and other tax engagements. Send requests individually or in…	$39 per month per user

Pricing

OfficeTools by CARET

idutax

OfficeTools Cloud: $59 ($49)
per month (billed annually)
OfficeTools Workspace: Contact for Pricing

Starter: $39
per month per user
Pro: $59
per month 5 Users
Pro: $129
per month Unlimited Users

Pricing Offerings
OfficeTools by CARET	idutax
Free Trial
No	Yes
Free/Freemium Version
No	Yes
Premium Consulting/Integration Services
No	No

No setup fee

No setup fee

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User Ratings
	OfficeTools by CARET	idutax
Likelihood to Recommend	8.0 (1 ratings)	- (0 ratings)

User Testimonials
	OfficeTools by CARET	idutax
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 Incentivized Patrick Conners Executive Director Read full review	idutax acc No answers on this topic
Pros	CARET (Abacus Data Systems, Inc. ) Software Integration (i.e. Quickbooks, Outlook, etc.) Project Management Time Management Billing/Invoicing Incentivized Patrick Conners Executive Director Read full review	idutax acc No answers on this topic
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) Incentivized Patrick Conners Executive Director Read full review	idutax acc No answers on this topic
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 Incentivized Patrick Conners Executive Director Read full review	idutax acc No answers on this topic
ScreenShots		idutax Screenshots