Integrations Archives - OfficeTools

Knowledge Base > Integrations

WorkSpace Portal Initial Setup

WorkSpace Portal Kiosk Options

WorkSpace Portal Billing

WorkSpace Portal Time Tracking

WorkSpace Portal Schedule Options

WorkSpace Portal Reminders

WorkSpace Portal Client Data Usage

esignatures Setup

Lacerte Integration – Setup and Configuration

Lacerte Integration – Syncing Client Information

Lacerte Integration – Viewing Lacerte Status in Corresponding WorkSpace Tax Return Project

Lacerte Integration – Importing Invoice Amount from Lacerte into WorkSpace

Outlook Sync – Tasks

Outlook Sync – Schedule

Outlook Sync – Mail Import

QuickBooks Sync – Setup

Syncing Client Data

Payment Import & Export