Learn more about OfficeTools
The best accounting practice management solution for your firm.
Plan and Pricing
OfficeTools WorkSpace
Accounting practice management
complete with tax integration
Call for pricing
(858) 882-4879
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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