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 an end to redundant data entry with integrations from your most-used programs including Lacerte, QuickBooks, and Office 365.

Our integrated client portal sends documents, accepts and processes payments, and offers online scheduling, eSignature processing, questionnaires, and online time tracking.

Track time, view project status, trigger and log phone calls, and more with the OfficeTools mobile companion app.

Future-proof your firm with the payment processor built for OfficeTools practice management software.

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“It 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.”

Julia Rhoads, EA, Sally Lindberg & Associates

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.

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Recapture billing

Remove the burden of time sheets by tracking time anywhere in the system, from your PC or mobile device.

Embrace eSignature

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

Client Story
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.”

Client Story
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.”

Client Story
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.”