Never enter data twice
OfficeTools Cloud and OfficeTools WorkSpace integrate with the applications you trust to run your business. Share data seamlessly between applications and eliminate redundant data entry.
Explore OfficeTools Cloud integrations:
Integrate with QuickBooks Online
Seamlessly auto-sync contacts and export time cards, invoices, credit memos, and payments to work between QuickBooks Online and OfficeTools Cloud.
OfficeTools Cloud builds on top of your Office 365 or Exchange system to integrate 100% of email, calendaring, contacts and tasks with Microsoft Exchange.
Integrate with Intuit Lacerte Tax
Track return status, auto-sync all client information, link programs, and auto-import invoices and PDF tax returns from Lacerte Tax in to OfficeTools WorkSpace.
Integrate with QuickBooks
Seamlessly auto-sync contacts and export time cards, invoices, credit memos, and payments to work between QuickBooks desktop software and OfficeTools WorkSpace.
Easily import almost any client data into WorkSpace from any other tax program in Excel format.
Link programs and auto-sync client information, invoices, and tax returns. Create time cards and centralize digital documents.
Auto-sync your Outlook calendars, contacts, and tasks seamlessly between WorkSpace and mobile devices.
Help automate and streamline organizations’ lean document processes.
Capture files via scanning and printing into FileCenter and how to make editing changes to PDF files.
Allows companies to utilize a fully-hosted Private Branch Exchange (PBX) and offer businesses the latest phone and internet technologies.
OfficeTools WorkSpace has several built-in integrations beyond those listed above, including Dymo Label, Google Maps, Yahoo, MapQuest, Facebook, Twitter, and Microsoft Office 365. Reports can be exported directly to Word, Excel, and other common formats. Our Microsoft Office Add-On tool bar saves Microsoft Office files directly into WorkSpace. You can also create time cards for payroll or billing inside of Microsoft Office.