Plan and Pricing

OfficeTools Cloud

Manage your firm online with a cloud-based
practice management solution

Starting at

$49 per user/month

Billed annually or $59 per user/month paid monthly

Choose OfficeTools Cloud

OfficeTools WorkSpace

Accounting practice management
complete with tax integration

Call for pricing
(800) 726-3339

or click below to have someone contact you

Choose OfficeTools WorkSpace
Dashboard
Home Dashboard
-
Contact Management
Unlimited Contacts
Client types
Import Clients from Excel
Customizable Fields
Billing
Client Billing Status
-
Client Billing Rate
-
Predefined invoice templates
Custom invoice template
Send Bills via Email
Calendar
Month, Day, Week View
Set Appointment Availability
View Calendar by Department
Customizable Appointment Types
Portal
Pay Invoices
Upload / Download Documents
Brandable Portal & URL
Integrations
QuickBooks Desktop
QuickBooks Online
Lacerte
Microsoft Exchange
Abacus Payment Exchange (APX)
Canon Scanner
File Center
Crexendo
Plan and Pricing

OfficeTools Cloud

Manage your firm online with a cloud-based
practice management solution

Starting at

$49 per user/month

Billed annually or $59 per user/month paid monthly

Choose OfficeTools Cloud

OfficeTools WorkSpace

Accounting practice management
complete with tax integration

Call for pricing
(800) 726-3339

or click below to have someone contact you

Choose OfficeTools WorkSpace