We will be preforming maintenance on our licensing server beginning Saturday April 30th until Sunday May 1st. We do not anticipate any loss of access to software or services during this time, however, older versions of OfficeTools may experience licensing errors once the maintenance is complete. To avoid any interruption in service, please update before the server maintenance begins on April 30th. Download Latest Update […]
From: CPA Practice Advisor – Firm Management Review Published: December 2015 By John Higgins Office Tools Professional (888) 667-8440 – officetools.com Best Fit: Office Tools Pro (OTP) is not just a CRM system; it is also a practice management, workflow and client portal solution. The nature of the OTP offering makes it a real good fit for […]
From: Accounting Today Case Study: Taming Your Tax Processes Published: October 2014 By Dave Mcclure There is a growing consensus among accounting firms that they are losing control of tax workflow. In the crush of new responsibilities — from the Patient Protection and Affordable Care Act to efforts to identify and combat identity theft — […]
From Accounting Today Case Studies on Workflow Published: October 2013 More with less Firm: Holdsworth & Co. / Prescott, Arizona Size: 12 staff Product: Office Tools Professional Commencement Date: Late 2009 On Record: Owner Matt Holdsworth Challenge/objective: Needed the ability for staff, including the administrator, to locate client documents more quickly, and to work more […]
While the latest version of PM Workspace and the new On-line User Guides reflect our commitment to providing greater resources to our users, we are especially pleased to announce the release of the new and improved Client Portal. We’ve polished web interface to simplify the end-user experience and added some long anticipated features—as well as […]
By Brian F. Tankersley, CPA, CITP, CGMA Best Firm Fit Small to mid-sized practices who need an integrated tool which will help them manage clients, documents, appointments, and staff productivity. Firms who need to free up the time of partners and managers by giving the junior staff and paraprofessionals the information they need to effectively […]
If any single industry is responsible for the emergence of workflow as a management process, it is the accounting profession. It has been accounting — along with some contributions from the legal and marketing industries — that has honed and polished the concept to bring it into the mainstream.
This year alone, business organizations as diverse as research firm IDC and nonprofit business association COMPTIA have taken up the banner of workflow for small to midsized businesses as the next method of extracting productivity and eking profits from today’s economy…
Palmdale CA – May 27, 2014 – Office Tools Professional, the provider of Practice Management software, Technology & Practice Conferences and publisher of My Office Today magazine, has just announced the renaming and branding of its popular software to Practice Management Workspace™. Office Tools Professional is proud to announce that it has changed its flagship […]
April 3, 2014 For Immediate Release Office Tools Professional’s New Partnership with Cloud 9 Real Time Palmdale, California John Iarussi (888)667-8440 firstname.lastname@example.org Office Tools Professional, the provider of Practice Management software, Practice Management Conferences, and publisher of My Office Today magazine, has just announced their partnership with Cloud9 Real Time, the award winning cloud […]
Office Tools Professional, the provider of Practice Management software, Practice Management Conferences and publisher of My Office Today magazine, has just announced their partnership with Alpha Actual LLC, a private cloud hosting company that specializes in serving Accounting and Tax firms.