Spend less time on the details, and have more time for growing your accounting firm
Our practice management software for accountants takes the best of a traditional office and digitizes its most-used tools. Contacts, project tracking, tax workflow, time, and billing are right where you need them on a single screen.
Learn more about our software solutions for tax and accounting practice management:
More OfficeTools features
OfficeTools Workspace’s client portal offers complete online document sharing, invoicing, and payment capabilities, appointment request systems, a client check-in kiosk, and online staff time sheets. You can even integrate the portal with your website and customize to match.
Built into OfficeTools, APX PayNow lets you process all types of credit cards and e-Checks, and take payments from Trust & Operating Accounts with a processing time of 1-2 business days and a simple 3.0% fixed rate. APX is PCI Compliant, protecting your clients’ sensitive billing data.
OfficeTools mobile companion app
For use with existing OfficeTools WorkSpace customers, the OfficeTools Mobile Companion App lets you track time, view client and project data, and log activities from a mobile device.
“It has changed our firm, it’s 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.”
Julia Rhoads, EA, Sally Lindberg & Associates
Sync with your key applications
OfficeTools practice management software for accounting and tax professionals features a flexible design that enables the sharing of user contacts and financial and other information between your database and other programs. Sync our practice management software with QuickBooks accounting programs, tax programs like Lacerte, Microsoft Office 365, and other systems.