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Whether you need SaaS, hosted, or desktop applications, OfficeTools WorkSpace™ gives you the power to choose the solution that best satisfies your needs.
Control management tasks with a powerfully designed workflow.
Quick access to features and integrations on our digital application.
Share miscellaneous information between 3rd party programs.
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.
Powerful due-date monitoring keeps everyone on-task and on-time with reminders, activity list, and detailed reporting.
Remove the burden of time sheets by tracking time anywhere in the system, even on your mobile device.
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.
Put an end to double, triple, or quadruple data-entry from tax programs, accounting software, calendars, and emails.
Increase team accountability while keeping everyone on-track and focused on important projects.
Clients request an appointment online for a specific staff member of your team, and receive auto reminders.
Clients change contact information from within client portal which syncs up with reception information.
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
In the accounting and tax firm workflow is everything. We recognize that in order for us to help you stay successful, firms needed a better workflow system that allows cloud-based interaction with your clients.
“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