Accounting Professionals Love OfficeTools

“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, David Tucker

“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

“We decided that we just needed something that was all-in-one… We wanted to get our CRM and our Documents all in one place. We gave you guys a try, and so far we’re very satisfied. It’s very easy to keep track of what you have to do. The staff knows what to do, and all the partners and managers can see who’s busy and who’s not.”

Denise Godfrey
Cargo Control USA

Proud to be partnered with

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 the software for reporting.

Integrations Available to Work With the Built-in Power of OfficeTools

OfficeTools enables seamless workflow to painlessly share contact information between other programs easily and automatically – a necessity for today’s digital firm.

Tax and Accounting Software

Track return status, auto-sync client information, and link programs. Bill & track A/R with QuickBooks integration.


Automatically file client correspondence in a central location


Bill for every second of your time and never miss a call with a cloud-enabled phone integration

Document Management

From scanning to filing, store and manage client documents in a centralized document repository.

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