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A New Partnership with cPaperless
August 13, 2013

August 13th, 2013 - Palmdale, CA – Office Tools Professional, the provider of Practice Management Software Solutions, Practice Management conferences and publisher of “My Office Today” magazine, has received the 2012 Readers’ Choice Award in Workflow for the third consecutive year and The 2012 K2 Quality Award in Small CPA Firm Solutions. They are also very proud to announce a new partnership agreement with cPaperless....

Announcing The New Seamless Integrations
June 24, 2013

Office Tools Professional, the provider of Practice Management Software Solutions, Practice Management conferences and publisher of “My Office Today” magazine, has just announced at the 2013 Technology and Practice Conference the new Seamless Integration capabilities of Practice Management 2013....

Office Tools Professional
May 24, 2013

Office Tools Professional, the provider of Practice Management Software Solutions, Practice Management Conferences and publisher of “My Office Today” magazine, is pleased to announce their collaboration with Demandforce to provide customers with a better marketing tool....

Quality Awards and Achievements
February 22, 2013

Office Tools Professional, the provider of Practice Management Software Solutions and publisher of “My Office Today” magazine, has received the 2012 Readers’ Choice Award in Workflow for the third consecutive year and The 2012 K2 Quality Award in Small CPA Firm Solutions. They are also very proud to announce the production of the sixth yearly issue of the “My Office Today” publication....

Office Tools Pro CEO talks about SaaS version of Practice Management
February 20, 2013

The CEO of Office Tools Professional, a developer of workflow technologies for small and mid-sized accounting and other professional services firms, Giardina spoke on Monday during a round table panel discussion with the accounting profession’s most......

Accounting Today Case Study on Workflow: Office Tools Pro Review
October 1, 2012

From Accounting Today Case Studies on Workflow Published: 10/01/2012 Centralize, centralize! Firm: Sally Lindberg & Associates / Clearwater, Fla. Size: 14 staff in tax season/10 off-season Product: Office Tools Pro Commencement date: Fall 2010 On record: Controller Julia Rhodes Challenge/objective: Despite being small, the firm’s tax practice was having difficulty tracking the flow of files...

K2 Enterprises Announces the 11th Annual 2012 K2 Quality Award Winners
September 17, 2012

Oringally published on K2 Enterprises’ website. K2 Enterprises has released their annual technology awards for 2012. According Val Steed, CEO K2 Enterprises, “We want to acknowledge the leadership in Cloud and Mobile solutions so we expanded the awards to recognize this growing arena of technology.” K2 has been providing the K2 Quality Awards now for...

2012 Review of Office Tools Professional Practice Management 2012 – CPA Practice Advisor
June 28, 2012

Practice Management provides a complete set of CRM tools in addition to time and expense keeping and practice management functions....

2012 Review Of Office Tools Professional — Client Portal
January 27, 2012

From the January 2012 Review of Client Portals.    2012 Overall Rating: 4.75 out of 5 Best Fit: Firms using or considering the Office Tools Professional Practice Management 2011 system, who want to provide user-friendly portals to clients.   Strengths: Tight integration with Practice Management 2011 system Project management and file sharing Built-in client communication...

Winner: 2012 Readers’ Choice Awards – CPA Practice Advisor
January 16, 2012

From the 2012 Readers’ Choice Awards – CPA Practice Advisor. Category: Workflow Comprehensive End-to-End Insight: The definition and reality of what workflow actually is varies at every firm, but in the big picture it’s almost everything, from how client documents come in and invoices go out, to how review processes work and engagements are managed....

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