Control management tasks with a powerfully designed workflow.
Quick access to features and integrations on our digital application.
Integrate and share contact information with 3rd party programs.
Create a Digital WorkSpace with Our Revolutionary Design
We take the best of a traditional office and create a single digital WorkSpace by combining dashboards and data-entry into one screen. Users find a uniquely empowering experience where everything is just one-click away.
Never Miss a Deadline
Powerful due-date monitoring keeps everyone on-task and on-time with reminders, activity list, and detailed reporting.
Recapture Billing Opportunities
Remove the burden of time sheets by tracking time anywhere in the system, even on your mobile device.
Keep Track of Everything
The single place to understand the Who, What, Where, When, and Why for everything in your practice.
Built on the digital signature and IRS requirements, this fully integrated tool combines workflow & document processing.
Eliminate Redundant Databases
Put an end to double, triple, or quadruple data-entry from tax programs, accounting software, calendars, and emails.
An End to Micro-Management
Increase team accountability while keeping everyone on-track and focused on important projects.
Online Appointment Request
Clients request an appointment online for a specific staff member of your team, and receive auto reminders.
Kiosk for Client Intake, Check-in
Clients change contact information from within client portal which syncs up with reception information.
Online Firm Time Sheets
Provides access to key-in their time for payroll and billing. Everything is synchronized within software for reporting.
“OfficeTools it is extremely beneficial with contact management. We take pictures of all of our clients, and we’re able to follow up on key deadlines, so it is making us more effective and efficient.”
David Tucker, CPA
Improve your firm’s brand.
Connect with your clients digitally.
Workflow is everything for accounting and tax firms. Stay focused with a single application running your whole firm operations, and cloud-based interactions with clients.
- Simplified Project Management
- Simple Firm Administration
- Meets Compliance Requirements
- Client Messaging
- Complete Practice Management
- Invoices and Payments
- Brandable Client Portal
- Integrated eSignature Tool
“Being able to know…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 thrilled.”
Julia Rhoads, EA, Sally Lindberg & Associates