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:

QuickBooks

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.

Learn more about QuickBooks integration

Microsoft Exchange

Microsoft Exchange

OfficeTools Cloud builds on top of your Office 365 or Exchange system to integrate 100% of email, calendaring, contacts and tasks with Microsoft Exchange.

APX

APX PayNow: get paid faster

Send client invoices and take credit card payments and ACH transactions through APX, the payment processor built in to both OfficeTools Cloud or OfficeTools WorkSpace.

Enroll your firm today and start using the integrated payment solution.

Explore OfficeTools WorkSpace integrations

Intuit Lacerte

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 WorkSpace with Lacerte Tax

QuickBooks

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.

Learn more about QuickBooks integrations

Microsoft Excel

Microsoft Excel

Easily import almost any client data into WorkSpace from any other tax program in Excel format.

OfficeTools integrates with Intuit Profile

Intuit Profile

Link programs and auto-sync client information, invoices, and tax returns. Create time cards and centralize digital documents.

OfficeTools Outlook integration

Microsoft Outlook

Auto-sync your Outlook calendars, contacts, and tasks seamlessly between WorkSpace and mobile devices.

OfficeTools WorkSpace Canon integration

Canon

Help automate and streamline organizations’ lean document processes.

Learn more about OfficeTools + Canon scanners

OfficeTools WorkSpace integrates with Lucion FileCenter

Lucion FileCenter

Capture files via scanning and printing into FileCenter and how to make editing changes to PDF files.

OfficeTools WorkSpace integrates with Crexendo

Crexendo

Allows companies to utilize a fully-hosted Private Branch Exchange (PBX) and offer businesses the latest phone and internet technologies.

Additional integrations

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.

OfficeTools additional integrations

OfficeTools Cloud

See the new cloud-based practice management solution.

Learn More

OfficeTools WorkSpace

Leading accounting practice management with tax integration.

Learn More

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