See how firms have transformed their practices with OfficeTools.
Empowering accountants for over 20 years
Leann Risenhoover, CPA PLC
“I switched to OfficeTools so that we would stop losing time that I wasn’t tracking or billing for. After implementing OfficeTools WorkSpace, we started using Project Management, Document Management, and we’re now able to track and reallocate work from employees that have too much work.”
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.”
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.
See which solution is the right fit for you.