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Take Control with the Most Complete
Practice • Time • Billing
Software on the Market

Whether you need SaaS, hosted, or desktop applications, OfficeTools WorkSpace™ gives you the power to choose the solution that best satisfies your needs.

Capterra User Reviews

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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.

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.

eSignature Tool 

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 TuckerDavid Tucker, CPA

Improve your firm’s brand.
Connect with your clients digitally.

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.

  • Simplified Project Management
  • Simple Administration
  • Meets Compliance Requirements
  • Client Messaging
  • Integrated Practice Management
  • Invoices and Payments
  • 100% Custom Branding
  • Custom Email Marketing

“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

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