Empowering accountants for over 20 years

Client Story
Julia Rhoads, EA

“OfficeTools has changed our firm, it is just wonderful. Being able to know in the process where we are with tax returns, find the files, have good metrics about where we’re spending our time, and overall managing our practice has made a huge impact. We’re just thrilled.”

Client Story
Howard Gastwirth, CPA, Kirsch & Bridge

“We decided that we just needed something that was all-in-one… We wanted to get our CRM and our Documents all in one place. We gave OfficeTools WorkSpace a try, and so far we’re very satisfied. It’s very easy to keep track of what you have to do. The staff knows what to do,and all the partners and managers can see who’s busy and who’s not.”

Capture every billable moment

OfficeTools keeps track of everything, so you can spend less time on the details and more time growing your firm.

Get Started

OfficeTools technology

OfficeTools WorkSpace

Leading accounting practice management with tax integration.

Learn More