OfficeTools WorkSpace

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.

Keep Track of everything

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 a stop to redundant, never-ending data entry

With integrations from your most-used programs including Lacerte, QuickBooks, and Office 365, the days of mindless copy / paste are over.

Ease the paperwork filling burden

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 and add your logo and colors to enhance your client’s experience.

Work anywhere with the officetools mobile app

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

Get paid faster with APX paynow

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

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.