OfficeTools

OfficeTools is practice management software for accounting firms and CPA practices. It keeps client details, deadlines, staff work and billing in one application and links to the tax and accounting programs a firm already uses.

What OfficeTools offers

• Time and billing — record time and produce invoices.
• Client and contact records — client information, projects and documents held together.
• Workflow and due dates — shows where each tax return stands and tracks deadlines.
• Automation — reduces repeated data entry across tax software, accounting tools, calendars and email.
• Planning and visibility — gives a firm-wide view of who is doing what and when.
• Integrations — including a link with Lacerte tax software.

Who it works with

Accounting and tax firms. A product finder helps a firm choose among the suite of practice management options.

Key facts

• Category: accounting practice management
• Tax integration: Lacerte