Product Overview
Accounting Practice Management Software for Future-Focused Firms
Add automation to your practice, align your team, and keep clients happy with Office Tools CPA practice management software.
Manage your accounting firm from the cloud
Track client work and collaborate with your team anytime, anywhere, from any browser with our cloud-based accounting practice management software.
The future of cloud-based practice management software
Meet Office Tools Cloud, an accounting firm cloud-based practice management software. It provides instant access to your firm’s clients, projects, phone calls, time entries, and notes — from a single, secure, web-based application.
Take control of your firm
Office Tools Work Space is a time and billing software for accountants that also tracks projects and workflows. It provides everything needed to run your tax and accounting practice from a single place.
Manage everything from a single screen
Office Tools Work Space 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.
Specifications
Manage your accounting firm from a single application
Our accounting practice management software lets you track time and billing, invoicing, contacts and client information, projects, and documents in one place while integrating with other key business tools.
Data Automation
Put an end to double, triple, or quadruple data-entry from tax programs, accounting software, calendars, and emails.
Team Collaboration
With a single place to understand the Who, What, Where, When, and Why, you will gain a clear, end-to-end view of your firm so you can prioritize accordingly.
Planning & Visibility
Help your clients succeed today while planning for tomorrow with an accounting and tax practice management software designed to equip your team to deliver exceptional results.
Automatically organize the clutter
Track multiple versions of documents inside OfficeTools Cloud, and leverage built-in machine learning to automatically tag and categorize documents.
Never enter data twice again
OfficeTools Cloud integrates with Microsoft Exchange to give you a comprehensive view of your projects and client communications, along with a bidirectional sync with QuickBooks Online.
Get paid faster with APX PayNow
Process credit card payments and ACH transactions directly through OfficeTools Cloud. Invoice clients and allow them to pay directly from their email or phone when you activate Abacus Payment Exchange.
Regain control of billing
Remove the burden of time sheets by tracking time anywhere in the system, from your PC or mobile device.
Speed up processes
Built on the digital signature and IRS requirements, the fully-integrated eSignature tool combines workflow and document processes to increase speed and leave a documented audit trail.
Hone in on what matters
Keep your firm focused and hold teams accountable. OfficeTools makes it easy to bring attention to priority projects, and keep everyone on track.
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