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Accounting Today Reviews Practice Management
June 1, 2010

Published in Accounting Today May 2010 Most of the applications in this roundup are tightly focused on recording time, issuing client invoices, and recording payments. Office Tools Professional provides these capabilities as well. BUT WAIT….THERE’S MORE!. Office Tools Professional also provides a fairly complete office management system for a small to midsized practice. In addition...

Paperless Project Article
April 19, 2010

Project Part 1: Problem Identification Robert Jones, CPA is a small accounting firm in Orlando, Florida. At this time, all the files are paper files. There is an off-site storage space and a file room in the office, both of which are filled to capacity. A previous employee is now contracted by the firm and...

Reach for the “Cloud” by Michael Giardina
April 19, 2010

A year ago, all I heard was cloud this and cloud that. I felt like I was in a crowded room where everyone was talking at the same time. After hearing so much and with so much attention given to this subject, I felt like a little clarity and practical application would be helpful. “Cloud...

Back to the Basics by Michael Giardina
April 19, 2010

Review what works and reinforce it. If you have been in business for any length of time, you may already know many of these things. However, I am a firm believer in refresher courses. I always come away with a renewed vision for improving the way I do things. This is an opportunity where we...

CPA Technology Advisor 2009 -Practice Management Review 5 Stars
April 19, 2010

Office Tools Professional 2009 Office Tools Professional 2009 is the latest version of this vendor’s practice management system, which is offered in industry-specific versions for CPAs, tax practices and other types of professional service providers. The program provides a wealth of features, including full contact management with Outlook and Quick-Books integration, call and email tracking,...

2010 WebCPA T & B Review
April 19, 2010

Office Tools Professional does staff scheduling, and handles client contact management, document and records management, staff scheduling and due dates, and simple time & billing. All of these are available in the $400 (sole proprietor) Professional edition. The vendor also offers other services such as remote data backup, secure file transfer and DVD training sets....

CPA Technology Advisor 2009 – Document Storage Review 5 Stars
April 19, 2010

Office Tools Pro (OTP) is in a class of its own because of the nature of the integrated suite of applications that are bundled into one complete package. In addition to basic document storage capability, OTP provides the following applications: contact manager, calendar, project management, time tracking and billing. You can use OTP document storage...

2009 Accounting Technology Time & Billing Review
April 19, 2010

Application categories are a simple way to categorize software. The problem comes in when a vendor’s application doesn’t fit comfortably into a generic description like time and billing or practice management. Office Tools Professional is one such application. For one thing, it’s a modular application, and depending on which modules you purchase, the software can...

Office Tools Professional 2010 announces integration with Intuit Lacerte
April 16, 2010

Office Tools Professional, provider of Practice Management software, conferences, My Office Today Magazine and North 40 technology solutions, announced the release of   their integration tool for Lacerte Tax software. Import your data from Lacerte or sync it with your existing contacts in Office Tools Professional. Now you can enter new contacts in Lacerte and...

Office Tools Professional receives Intuits Silver Certification for its Integration tool.
March 16, 2010

Office Tools Professional, provider of Practice Management software, conferences, My Office Today Magazine and North 40 technology solutions, has received Silver Certification from Intuit for  its new integration tool. The QuickBooks Integration Tool allows accountants, CPAs and financial service professionals to bridge data seamlessly between our Practice Management software and QuickBooks. This integration tool supports...

What I Implemented at the Peak of Tax Season
June 10, 2009

Published in My Office Today – June 2009 Exclusive Interview: Toni Springer talks about Practice Managment What the Right Practice Management Suite Can Do for You Practice Management Suites come in many flavors but how do you find the right one for you? My Office Today interviewed Toni Springer, owner of Toni B. Springer, CPA,...

Office Tools Professional 2009 broadens reach with WebCPA’s VTS product
May 1, 2009

LANCASTER, CA – May 1, 2009 – North 40 Systems, which provides practice management software, seminars and full service technical solutions to small and medium-sized firms, announced today it will use WebCPA’s Virtual Trade Show to broaden it’s reach on the web. The Virtual Trade Show from WebCPA will be used to reach those who...

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