OfficeTools devicesExplore our accounting practice management software solution

Our accounting practice management software lets your team spend less time on the details, and more time on growing your accounting firm. It digitizes your firm’s most-used tools and processes and puts them right where you need them, inside one platform.

Learn more about our software solution for tax and accounting practice management:

OfficeTools WorkSpace

Accounting practice management complete with tax integration.

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Features of our CPA practice management software

OfficeTools accounting management software includes all the best parts of accounting firm technology. Some of the most popular features include:

Workflow Automation

If you think of all your firm’s processes as workflows, CPA practice management software automates the most tedious ones. From client onboarding to time-tracking to billing, you can free up your team from doing manual tasks so they can focus on doing more important activities.

Top-Tier Security

If information security isn’t one of your firm’s top concerns, it should be. Our accounting firm software has a myriad of native cybersecurity features and is equipped with the latest compliance controls. With automatic backups and updates, you can count on OfficeTools to always be up-to-date. 

9 cybersecurity risks CPA firms need to address ASAP

The risks associated with cyber security challenges are numerous and extreme. Instantly download the infographic that outlines 9 risks CPA firms need to address when it comes to cybersecurity.

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Client management 

OfficeTools Client Portal takes client management to the next level. Everything is tied to a single record, and the client-facing portion offers secure online document sharing, invoicing, and payment capabilities. It also includes an appointment request system, a client check-in kiosk, and online staff timesheets. You can even integrate the Client Portal with your website and customize it to match your brand.

Time Tracking & Billing

Toss the cumbersome spreadsheets and manual time tracking methods. Accounting practice management software makes it easy to track your time both accurately and efficiently. This allows you to better assess firm productivity and client profitability, and make more impactful decisions.

Document Management

Built-in document management capabilities make it easier to store, find, and share internal and external documents. OfficeTools ties all your documents to a single record and allows you to easily keep track of the most updated versions of your documents. You can also automatically tag and categorize documents.

Automatic Payment Processing

Built into OfficeTools, APX PayNow is an automatic payment processing software that lets you process all types of credit cards and eChecks, and take payments from Trust & Operating Accounts. It has a processing time of 1-2 business days and a simple 3.0% fixed rate. APX is also PCI Compliant, protecting your clients’ sensitive billing data.

5 ways payment automation reduces outstanding receivables

Instantly access the infographic that walks through 5 ways automated payment processing systems help transform billing and invoicing processes.

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Accounting firm software that syncs with key applications

OfficeTools accounting and tax practice management software feature a flexible design that enables the sharing of information between your database and other programs your firm uses. Sync our CPA practice management software with QuickBooks accounting programs (or take advantage of our built-in accounting software), tax programs like Lacerte, word processing software like Microsoft Office 365, and other systems.

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OfficeTools integrations

“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.”

Julia Rhoads, EA, Sally Lindberg & Associates

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