Manage everything from a single screen
OfficeTools WorkSpace allows you to organize client data, track due dates, manage staff and tax workflow, and automate billing from one central dashboard—all while integrating with the applications you use most.
Get a 360 view of your firm from a single desktop application and keep everyone on track with due date monitoring, reminders, activity lists, and detailed reporting.
Put your clients in the driver seat. Enable your clients to accept, view, upload, sign, and pay no matter where they are, and automatically add their documents to their file; all within a cohesive branded experience. Customize your URL, add your logo and colors to enhance your client’s experience.
Track time, view project status, trigger and log phone calls, and more with the OfficeTools mobile companion app.
“OfficeTools WorkSpace has changed our firm, it is just wonderful. Being able to know where in the process we are with tax returns, find the files, have good metrics about where we’re spending our time, and overall managing our practice has made a huge impact. We’re just thrilled.”
Create a digital WorkSpace
With an intuitive interface that combines contacts, task management, time-tracking, and billing on one screen, OfficeTools WorkSpace software helps your firm streamline day-to-day operations and work as a unified team.
Remove the burden of time sheets by tracking time anywhere in the system, from your PC or mobile device.
Built on the digital signature and IRS requirements, the fully-integrated eSignature tool combines workflow and document processing.
Keep your firm focused
Hold teams accountable, prioritize projects, and keep everyone on track.
Empowering CPAs to transform their firms through accounting practice management for over 20 years
Leann Risenhoover, CPA PLC
“I switched to OfficeTools so that we would stop losing time that I wasn’t tracking or billing for. After implementing OfficeTools WorkSpace, we started using Project Management, Document Management, and we’re now able to track and reallocate work from employees that have too much work.”
Julia Rhoads, EA
“OfficeTools has changed our firm, it is just wonderful. Being able to know in the process where we are with tax returns, find the files, have good metrics about where we’re spending our time, and overall managing our practice has made a huge impact. We’re just thrilled.”
Howard Gastwirth, CPA, Kirsch & Bridge
“We decided that we just needed something that was all-in-one… We wanted to get our CRM and our Documents all in one place. We gave OfficeTools WorkSpace a try, and so far we’re very satisfied. It’s very easy to keep track of what you have to do. The staff knows what to do,and all the partners and managers can see who’s busy and who’s not.”