The future of cloud-based practice management
OfficeTools Cloud allows you to track client work and collaborate with your team anytime, anywhere, from any browser.
Check in on clients and project status from a single dashboard.
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.
Quickly answer client inquiries from a single space that tracks emails, appointments, tasks, phone calls, documents, and billing.
Capture time entries with a single click. Easily bill time and collect payments.
“My office used to have files everywhere. After I got OfficeTools, there’s no more files laying around; I have everything systematized into projects, and I know exactly where every project is and what it should be.”
Harness the power of AI
Track multiple versions of documents inside OfficeTools Cloud, and leverage built-in machine learning to automatically tag and categorize documents.
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 APX inside OfficeTools Cloud.