TrustRadius Insights
OfficeTools is an all-in-one platform that has solved several business problems for its users. One key problem it addresses is the need to …
Starting at $59 per month
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What is OfficeTools by CARET?
OfficeTools is an all-in-one solution for running tax and accounting practices. It aims to streamline the management of clients, projects, tasks, documents, time tracking, billing and more through its unique digital workspace. With OfficeTools, everything needed to run a successful practice is one-click...
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Pricing
OfficeTools Cloud
$59 ($49)
Cloud
per month (billed annually)
OfficeTools Workspace
Contact for Pricing
On Premise
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.officetools.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $59 per month
Product Details
- About
- Integrations
- Tech Details
What is OfficeTools by CARET?
OfficeTools is an all-in-one solution for running tax and accounting practices. It aims to streamline the management of clients, projects, tasks, documents, time tracking, billing and more through its unique digital workspace. With OfficeTools, everything needed to run a successful practice is one-click away on a single screen.
Users can choose between deploying OfficeTools on-premise or in the cloud depending on their specific needs. Once deployed, the software provides an organized 360 view of the firm with due date monitoring, reminders, activity lists and detailed reporting. Additionally, recurring workflow templates automate busywork while APX enables online invoicing and payment collection.
OfficeTools also features unlimited contact uploads and work templates providing users with customizable solutions that meet their individual needs. Clients can accept invoices and make payments online using the client portal which offers a convenient way for them to interact with their accountant from anywhere.
OfficeTools by CARET Integrations
OfficeTools by CARET Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows |
| Mobile Application | No |
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(3)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Recommendations
OfficeTools is an all-in-one platform that has solved several business problems for its users. One key problem it addresses is the need to consolidate multiple software solutions under one umbrella. This has saved users time and effort as they no longer have to switch between different apps to manage their projects, tasks, billing, staff utilization, and documentation.
In addition, OfficeTools has helped users to centralize their invoicing and billing processes, resulting in increased profits and improved project turn time, revenue, and profits. The software also enables users to track employee workloads, review outstanding time, and stay on top of invoicing requirements, making monthly billing and receivables easier. The ability to manage projects, track time, handle document management, contact management, practice management in one platform streamlines processes and saves time. Overall, OfficeTools has enabled users to better organize cases, customer contact information, file and document management efficiently improving workflow productivity while optimizing efficiency at the same time.
Based on user reviews, here are the three most common recommendations for Office Tools:
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Research and Compare: Users recommend researching and comparing Office Tools with other software options before making a decision. They emphasize the importance of understanding the advantages of using Office Tools to maximize productivity.
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Set up Processes Prior to Use: It is recommended to set up processes and determine what aspects of the CRM software are important before committing to a contract. This allows users to fully utilize all available functions and avoid any potential issues during implementation.
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Talk to Current Users: Many users suggest talking to current users of Office Tools before signing up. This provides valuable insights into the user-friendliness and support of the software, helping potential customers make an informed decision.
Overall, users highly recommend Office Tools for improving workflow, portal, and document management. They suggest considering office workflow and implementing the whole solution to get the most out of it. Additionally, users advise watching training videos, seeking support from Office Tools staff, and integrating Quickbooks for better efficiency. However, some users mention concerns about customer service and support, as well as changes after the acquisition by Abacus.
Attribute Ratings
Reviews
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February 10, 2022
Pleasantly Surprised
- Software Integration (i.e. Quickbooks, Outlook, etc.)
- Project Management
- Time Management
- Billing/Invoicing
- Customizability (i.e. font size, workflows, etc.)
- Increase access to trainings and educational enrichment opportunities
- Customer Support (tends to be slow)