The future of cloud-based practice management software
Meet OfficeTools Cloud, an accounting firm cloud-based practice management software. It provides instant access to your firm’s clients, projects, phone calls, time entries, and notes — from a single, secure, web-based application.
Check in on clients and project status from a single dashboard that highlights what matters most to you.
Leverage the best features of Office 365 by integrating existing contacts, calendars, and email into your projects, time tracking, and invoicing.
Get a full view of completed steps, delivery methods, and project notes. Move quickly with pre-made templates or create your own!
Quickly answer client inquiries from a single space that tracks emails, appointments, tasks, phone calls, documents, and billing.
Capture time entries quickly and accurately with a single click. Easily bill time and process payments all in one system.
"...this one program enables me to complete days of work in several hours."
Create a digital WorkSpace
With an intuitive interface that combines contacts, task management, time-tracking, and billing on one screen, OfficeTools Cloud software helps your firm streamline day-to-day operations and work as a unified team.
Automatically organize the clutter
Track multiple versions of documents inside OfficeTools Cloud, and leverage built-in machine learning to automatically tag and categorize documents.
Never enter data twice again
OfficeTools Cloud integrates with Microsoft Exchange to give you a comprehensive view of your projects and client communications, along with a bidirectional sync with QuickBooks Online.
Get paid faster with APX PayNow
Process credit card payments and ACH transactions directly through OfficeTools Cloud. Invoice clients and allow them to pay directly from their email or phone when you activate Abacus Payment Exchange.
Empowering CPAs to transform their firms through accounting practice management 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.”
See how OfficeTools Cloud can transform your accounting practice
Request a demo of our cloud based accounting firm practice management software now. No credit card required.