OfficeTools Review - why 4.1 stars?

Shlomi Lavi / updated: Apr 09, 2022

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What is OfficeTools?

OfficeTools is a cloud-based Accounting Practice Management software that helps its users centralize their data entries from calendars, email, and other programs system they have. It also allows them to oversee their operations in an end-to-end format while tracking ongoing projects. Organizations can take advantage of these features to automate their processes and improve output.

The software highlight features include Client Billing Status, Custom Appointment Types, Excel Client Import, and Predefined Invoice Templates. OfficeTools is a product of AbacusNext, a private Information Technology & Services company founded in 1983; It has its headquarters in San Diego, California, USA and between 200 and 500 employees. The company won the Top Tech Exec Awards in 2018.

Who is it best for?

The typical customers include the following business size: Small, medium and large size businesses.

What is the actual cost?

OfficeTools has two pricing plans, Cloud and Workspace. The OfficeTools Cloud is a cloud-based plan that is best for the firms to manage their business online for practice management solution. The pricing begins at $49 per user per month.

The Workspace pricing is not mention on the website but this plan comes with Accounting practice management complete with tax integration and the pricing can be get by contacting the team.

ITQlick pricing score is 4.2 out of 10 (10 is most expensive). Access ITQlick pricing guide for OfficeTools. You can also find here pricing information from OfficeTools's website.

Pros

• The software can send Group Marketing Emails
• OfficeTools has a Call Record function
• Users can drag and drop Outlook tasks into the software To-Do List feature
• It categorizes shared documents

Cons

• Users sometimes experience date matching issues with the WIP modules of the software
• Users can only sync QuickBooks on Desktop for now
• It cannot print different data types in a single report yet

How it stacks up?

Access a head to head analysis of OfficeTools vs alternative software solutions.

Frequently Asked Questions (FAQs)

Is OfficeTools right for you or your business?

The software is fit for large, small, and medium-sized businesses, primarily in the Accounting and Financial Services industries. Also, Retail outlets and departments that require a central location for their Invoice, Projects, and Document operations would find OfficeTools suitable for use. CPA Tax Partners, Kirsch & Bridge, and NTV Accountants are some of the software customers.