Manage your accounting firm from the cloud
Our cloud-based practice management software enables firms to track client work and collaborate with their team anytime, anywhere, from any browser.
The future of cloud-based practice management software
Our cloud-based accounting practice management software OfficeTools Cloud 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.
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 process credit card and ACH payments. Add a PayNow payment link to any invoice, process payments from a branded secure portal and schedule installments or recurring 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.
Sync with the apps you use most
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 APX inside OfficeTools Cloud.