Page 2 of 5  •  return to page 1

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....

Office Tools Pro Reviewed Wins Quality Award
October 3, 2011

K2 Enterprises announced the recipients of their 10th Annual Quality Awards and names Office Tools Professional’s Practice Management 2011 as the “Small CPA Firm Solution.” K2 Enterprises is the premier provider of technology continuing professional education (CPE) in both the United States and Canada. With seminars in 42 states in 2011, 1,000+ presentations, special events...

Release Letter
December 14, 2010

We are proud to announce the release of the newest version Office Tools Professional software called Practice Management 2011. We are excited about providing a product which mirrors previous version using brand new technology. This version has a new graphically enhanced interface using many state of the art technologies which allows us to provide many...

Office Tools Professional releases its new brand “Practice Management” software for 2011
October 20, 2010

Office Tools Professional releases the next generation of Practice Management software. This new versions includes a completely redesigned interface with many changes making the software more intuitive than before. By doing this we hope new users will need less training to quickly setup and configure the program. Our redesign has allowed us to increase speed...

2011 Redesigned Office Tools Professional Offers New Interface and Features
September 2, 2010

Office Tools Professional has been a popular choice for Tax Professionals’ for many years, including accounting practices and legal professionals. The system includes integration with; QuickBooks for AR, invoicing functions and syncing with Microsoft Outlook for full contact management capabilities. This program was completely redesigned for 2011 using the .NET platform, giving it much greater...

Practice Management Software 2010 – 4 Stars Document Storage Review
July 15, 2010

Published in CPA Technology Advisor July 2010  Office Tools Professional (OTP) distinguishes itself in this highly competitive market by offering an integrated solution that includes documents storage, contact management, time tracking, project tracking, billing and more. Core Functionality OTP is designed as an all-in-one solution, providing direct integration with the applications listed above, and they...

2 of 5