Compare OfficeTools products
Find the best accounting practice management solution for your firm.
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
OfficeTools WorkSpace
Accounting practice management
complete with tax integration
Call for pricing
(800) 726-3339
or click below to have someone contact you
Dashboard
Home Dashboard
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Contact Management
Unlimited Contacts
Client types
Import Clients from Excel
Customizable Fields
Billing
Client Billing Status
-
Client Billing Rate
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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