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OfficeTools by CARET

Score4 out of 10

2 Reviews and Ratings

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.

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Pleasantly Surprised

Pros

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

Cons

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

Alternatives Considered

Insightly and Asana