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Durch die Kombination von Dashboards und Dateneingabe auf einem Bildschirm erhalten Nutzer*innen eine einzigartige Erfahrung, bei der alles mit nur einem Klick verfügbar ist.
The ability to have the information all in one place documents projects contact information is perfect.
The Lacerte software integration did not work very well.
Nutzerbewertungen filtern (198)
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Nutzerbewertungen filtern (198)
The Practice Management we have been searching for!
Kommentare: The amount of information this product can provide has been a powerful tool for our firm. It has significantly reduced the amount of time it takes to setup new clients because we have been able to reduce the amount of software our company uses. It also is a time saving tool with the automatic email and text appointment reminders.
Vorteile:
We love that is a one stop shop for all of our practice management needs. We have been able to reduce the number of programs our company uses because of this. The software is also incredibly easy to navigate. The team at OfficeTools is great if we ever have an issue that we can not resolve ourselves or with the online support.
Nachteile:
The only con we have found with this software is with some of the reports we want to see, it doesn't appear the program can produce. Luckily, there are workarounds for this.
OfficeTools Review
Kommentare: Overall, I've had a satisfactory experience with the product. Gets the job done.
Vorteile:
- Office 365 integration is quite helpful - "Due date" reminders are life-savers - The to-do section helps in personal management of tasks
Nachteile:
- Synchronizing with Quickbooks is only supported for the desktop platform, and not the web platform, which is kind of a pain right now - Integrations with other bookkeeping tools isn't great, like excel for example, which makes collaboration outside your immediate team quite difficult. Please help look into this.
Antwort von CARET
vor 5 Jahren
Thank you for your thoughtful review. We're glad OfficeTools helps you work efficiently and that you find the to-do and reminder features useful! You'll be happy to know that we're currently working on an integration with QuickBooks Online, set to release this fall. We appreciate your feedback and hope that OfficeTools will continue to be a trusted part of your practice. Sincerely, The OfficeTools team
In Betracht gezogene Alternativen:
Misleading Sales Information and Poor Support
Kommentare: OfficeTools Workspace is almost a hit if they could get the back end programing right. The slowness of the product, features breaking all the time, and the poor response time of support make this a hard pass. Sales also sold us on several features that was confirmed by tier 1 support only to find out after signing the contract that those features are not possible. After working with support for over 1 year to fix issues, we asked to be let out of contract only to be told we need to submit a formal complaint and they get 30 days to fix the issue. Unless you like wasting time with support, look elsewhere.
Vorteile:
Love that this product marries time tracking, project management, document management, and billing in one software.
Nachteile:
Desktop program is built on an old 32 bit sql server which makes the program really slow if you have more than 2 people using it at the same time. The integrated APX payment feature is a plus if it would work. They decided to do maintenance on the product during the last two weeks of tax season, we couldn't run payments for a day. Payment system is also hiding payments, so we cannot tell which clients have paid. Support has been working on this for two months with no end in sight.
Without this software our office wouldn't be able to function.
Kommentare: keeping everything straight. with so many clients and "projects" its imperative to know where everything stands. who has it, whats being done, whats missing, etc. having the documents in the system attached to everything (be it a meeting, a call a project) is a huge positive.
Vorteile:
Everything you need to know about any client, contact, etc. is all in one place. whether it be an email, a phone message, document, meeting notes, client files, projects, time and billing. we can research anything and find anything on them. one stop shopping.
OTP is relatively easy to use. It is quite forgiving.
Kommentare: Much easier for billing purposes, tracking projects and allowed us to reduce the number of software products used in a day.
Vorteile:
Quick and easy entering new contacts. Many ways to classify and group contacts. I'm also a big fan of the "bill to contact" feature. It's easy to focus on the clients you need to contact.
Nachteile:
Only one email can be utilized per contact. Not easily managed when contact name has to change and they often do in cases of marriage, divorce, death of one of a couple or sale of company etc.
Hard to find any other option that's as simple and powerful.
Kommentare: Great office hub.
Vorteile:
70-80% of the features provided are very easy to use and very intuitive. The navigation getting from task to documents to calendar etc is super easy. You feel like a power user almost right away. Documents and the portal system are easy to use and very intuitive. Same with ToDo's, Calls, and schedules. Instant success. Billing is easy at it's basic level but as you get into options and features it can take some time. A fair trade off for the feature set. Time tracking is available for evey screen in the software so that's great.
Nachteile:
They have an amazing base product. They need to stop shooting them selves in the foot on updates, new feature roll out and customer relations. Examples are: 1. Pacific time support hours only. If your on the east coast and you have a problem in the morning, you get to deal with it until 11am. That's a problem. 2. No user community. Facebook and linked in are not user communities. They need to have a place for users to gather, ask and answer questions, and post information about services and updates so users can be informed. 3. Being proactive when there is a system wide issues. Like every software company, things happen from time to time. I have no problem with that. But when it does there should be an e-mail alert to all users and it should be posted in the user community. I should not have to check face book on the off chance something is posted. 4. Loosen control of system variables. The report function, which is very good, hits strong limits when you can only access certain variables from the system depending on the report type. There is no reason to limit access to variables. Multiple reps from inside the company agree with this and have for years, yet no change. 5. Online helps and training. Office tools has some excellent online videos and resources for using their software. But they tend to not be updated regularly and are hit and miss on what they cover and what they don't. There is little consistency in online help. 6. Out of room!!!
Was a good value, not anymore.
Vorteile:
The software has most of the workflow functions centralized. Time & Billing, Client Database, a watered down document management, and calendar.
Nachteile:
We have used it for 4 years now. The basic functions work well, unless they push an update and it breaks something. (2018.059) Lots of functions in the software are of zero use to us - Integration with Lacerte (We use Proseries) Integration with QB for billing/collections (We are cash basis in QB) Canon Scanners (We use large multifunction Ricohs) Portal (No better than our website portal) Cost - Abacus took over, gave us no communication, and a month before busy season help us hostage and doubled our cost. Here we are a year later and have doubled our cost again. ZERO improvement in the software since they took over and increased cost. The latest update Abacus pushed out literally broke the software. Printing reports and collecting payments now take extra steps. Doubling the cost twice with zero improvement to the product is how you lose business. We are actively looking for a replacement. Even if it costs the same as Office Tools, having communication, customer service, and trust is worth more. They completely fumbled this merger.
Great software, could use some improvements
Kommentare: Having all my firms client info in one place. Being able to track projects through the office.
Vorteile:
I like having everything tied together, having all a single client's info in one place, being able to link related clients, have all notes in one place, etc.
Nachteile:
There are some bugs, it's also a very hefty program so it sometimes runs slow on our aging server. Also it's pretty complex to learn and some features are counterintuitive.
Workflow that works for us!
Kommentare: Excellent -- we rely on it to keep our systems working. It offers a lot of functionality including communication among the office and ease of retrieving prior information.
Vorteile:
We appreciate the ability to have one software that provides so much utility -- Contact info, Notes, Documents, Projects, Calls, etc
Nachteile:
There is a learning curve on how to use the software fully. And the reports are a bit difficult to decipher.
Office Tools has been a very practice management tool for our firm
Vorteile:
The product has a lot of features that made the implementation in the first year wonderful. The support staff was great and easy to access. Ease of use, reporting, billing features
Nachteile:
40% + cost increase for the new year. The Lacerte software integration did not work very well. There are issues that could not be resolved with the multi-firm features of the product
OfficeTools Review
Kommentare: OfficeTools has solved many of the problems that we had prior to the program. Client information can be kept in one program. From the client's contact information to their documents it is all easy to access. We like being able to record their calls, take notes, and create reminders for a specific client. The activity list is a great way for each staff member to keep track of their tasks. We like that we can record almost any interaction with the client so that we always have something to reference or refer back to.
Vorteile:
OfficeTools can be great. Our firm likes that all of our client information can be kept in one program. From the client's contact information to their documents it is all easy to access. We like being able to record their calls, take notes, and create reminders for a specific client. The activity list is a great way for each staff member to keep track of their tasks. We like that we can record almost any interaction with the client so that we always have something to reference or refer back to.
Nachteile:
This software has a lot of bugs and glitches. We have contacted customer service several times due to a bug or glitch and we have had to wait months to get an answer because they weren't sure why the problem was happening. Most features functionality is great, but we feel the documents area is lacking as far as ease of use and functionality go. We also have completely stopped using certain features due to them continuously not working properly such as the eSigntures feature. We also have trouble with our schedule's. Each individual staff member's schedule will occasionally change on its own. Either appointments will be moved or deleted completely.
Abacus is bring Office Tools down
Vorteile:
I have been using Office Tools for years and it has helped tremendously with keeping all of my company's client data and projects in order. The reports are somewhat customizable and easy to read. The Projects tab enables us to have a good audit trail of all work by using the Work List, Project Definitions and Project Assignments.
Nachteile:
Since Office Tools has been taken over by Abacus the price of the program has gone up significantly while the features have barely been updated (the updates it did get aren't that great) and the customer service has gone down significantly. In the past I would call customer support and be helped on the spot or given an appointment no later than the next day. Now I call in and am told they will put in a case and I'll get a call back shortly, which really means in hours or the next day or the day after. I recently put in customer service requests on 2 separate issues and was repeatedly told that I'd get a call back or that my case was escalated. One issue was never resolved and I put in the case in January. The other is going on 2 weeks now with no results. Its ridiculous that Abacus expects us to pay higher prices and sign contracts, but not give us the customer service we need. I've even reached out to the sales manager and am given the same answers.
Many good features
Vorteile:
When Office Tools works well, it's great. Everything is in one place, including storage for documents. It includes billing, and time and project tracking. It's easy for staff to use, and there are multiple ways of completing tasks so employees can use the way that works best for them.
Nachteile:
Our biggest frustration has been with the reporting. While you can technically export reports to Excel, they're in a Crystal reports format with multiple lines and merged cells. The system often doesn't provide the reports we want, which is frustrating because the information is in there. Sometimes we can get what we need between 2 different reports, but the Crystal format makes it impossible to merge them. Sorting reports in multiple ways should also be a breeze, and it is . . . after we remove all the formatting. Since the acquisition of Office Tools by Abacus, tech support quality has declined significantly. We haven't seen many upgrades to the program, and it's hard to get help on the few occasions we need it.
Better value than ProFX but customer support is terrible
Vorteile:
I like the recurring invoice feature and that I can find documents easily. It doesn't alter your files the way eFileCabinet does and so if you want to change software, no exporting is necessary. I also like that it syncs with Lacerte, QuickBooks and Outlook.
Nachteile:
It is very difficult to figure out on your own. You have to pay for training and there are not enough online resources to figure out how to change settings yourself. Since the middle of 2017 support does a terrible job of returning your call or email. You will have a very long hold time. I left a message to schedule training (which I will have to pay for) and they never returned my call. Though most of their clients are CPAs they took presidents day as a holiday, even though it is tax season. I have an immediate need but will have to wait until tomorrow to even get an appointment to get on the schedule.
Comprehensive Practice Management Solution
Kommentare: Overall, I've been very satisfied with Office Tools. In the past, I was a member of the firm that developed its own computer-based time and billing system. Office Tools offers all the recording and analysis tools we strove to provide in our package and integrates nicely with document management and contact management.
Vorteile:
Office Tools provides all the elements required to manage my small accounting practice. Contact management, document management, time, billing & collection are seamlessly interfaced. The Office Tools modules that I do not use do not interfere with the use of the elements that I do use.
Nachteile:
it is difficult to find something to dislike about Office Tools. It is sometimes difficult to find where, in the program, adjustments to certain settings should be made. Also, occasionally, it seems that updates are promulgated, of which I do not received notice.
Software was Valuable to our firm first. But then it became cost prohibitive.
Kommentare: Practice management in one platform.
Vorteile:
I like the document management service. The scheduling software. And I like the notes. We also used the to dos quite a bit.
Nachteile:
The cost. And the fact they update the software year during tax season. Because of the cost, this will be the last year that we will be using Office Tools Pro. Also, the cloud-based features are severely lacking. In order to be able to view your schedule online, you have to have Outlook and an outlook sync subscription with Office tools pro. And even that feature is very clunky and works very rarely. We had many preparers in our office miss Appointments because they did not show up on the outlook schedule on their phones. The only effective way to see appointments was to remote in to the computer to see the scheduling within the program directly.
OT has been difficult to implement and use. We have had several technical difficulties as well.
Vorteile:
We bought the Program because it interfaces with QuickBooks and had a scheduling program. I gave customer support the best rating bc they are lovely and patient when you talk to them. The employees really are your best asset.
Nachteile:
The software has had several technical problems. It doesn't seem to easily showed budgeted time for scheduling purposes like we thought. It doesn't sync with QuickBooks easily (invoices show up skewed). There are so many boxes to click and items to fill out that it makes entering information time intensive. And some of those items really don't do anything (click the Extension box on a project, but there is no Extension report to show who you have on extension as an example). Crystal reports are clunky to work with. I gave training a higher score because they are lovely, patient and informative, but an issue we have with training is sometimes the trainer will tell us to do "x" but doesn't explain how that will effect "xy&z" down the road. I really wanted the software to work well for us but it really has been difficult.
Generally good - but concerned about the future.
Kommentare: Document/contact management
Vorteile:
Good Product. OTP good service - but only on West Coast Time - need to expand hours . Staff, particuliary Mike G and Jarred F, are great to work with.
Nachteile:
Company bought by Abacus 5/31/17. Sales now handled by Abacus. They want a 3 yr contract!! No upgrades of any kind since Abacus - but price increase and they want a 3 yr contract. Seem to be pricing themselves out of market for small firms. First comments were that I should just pay the increase because of the buyout. I think they should improve my value before raising prices! Three year contract is not competitive! Like the new weekly training classes, hope they will keep these archieved so we can use them for staff training
Easy, time-saving, organizing, delight!
Kommentare: It greatly helps in our effort for a paper-free office!
Vorteile:
I love the phone call section and the to-do section the most. These features make our office run smooth as silk. It is so nice to create a tax season to-do, with thirty-two items on it. I finish the thirty-two items and I am now ready for tax season. Then I change the date on the to-do and it pops up next year. This saves me so much time!
Nachteile:
Sometimes it takes a little while to fix small problems. Large problems are fixed very quickly though. I wish they would fix the amount of characters possible on the first name line. There really hasn't been too many cons for us, as we love the software!
Great software for CPA firm to keep organized.
Kommentare: Overall experience has beeen great! We are learning new things every day that we can accomplish with Office Tools and it’s been very beneficial to our growing accounting firm.
Vorteile:
It does everything from scheduling, time tracking, document organization to project management. All of our clients information is together in once place and every one in our office has access to it. I can see who has worked on which projects, for how long and when they’ve been completed. It also tracks our invoicing and will sync emails to each clients document folder which is super helpful!
Nachteile:
Access to all of the features can be modified for each employee, however changing it to allow access isn’t very clear and doesn’t give detail on what it allows them access to. Overall great software!
Office Tools - Good for Small Companies
Kommentare: I had a very positive experience with Office Tools. It was very easy to use and could store a lot of data. Opening, copying, and saving documents was also very efficient
Vorteile:
I liked how user friendly the software was. It was easy to store and save data as well as track workflows.
Nachteile:
Creating workflows wasn't very intuitive
Antwort von CARET
vor 5 Jahren
Dear Nathalie, Thank you for taking the time to review OfficeTools. We're so glad you found the software to be user-friendly, and we appreciate your feedback about creating workflows. Thank you for your patronage; we look forward to being of service for many years to come. Best, Katie Ternes Marketing Coordinator AbacusNext (858) 882-4882
Office Tools
Kommentare: Not the best experience but could be worse.
Vorteile:
This software has all the vital functions you would expect. Invoicing, Billing, Project Management, File Storage
Nachteile:
This software is constantly freezing and giving error messages.
Antwort von CARET
vor 2 Jahren
Hi, Raissa. We apologize for any difficulties you've been experiencing with OfficeTools. We want you to know that we have our best people on it! Please feel free to reach out to your OfficeTools representative if you would like to discuss further or if there are other areas you are having trouble with.
Great Program When it works
Kommentare: It was initially great integrating one CRM database between QB/Lacerte. Recent updates has caused the office staff to update multiple databases which increased error rates of different client information in OTPS and QB and Lacerte. Prior to the update we would update one database.
Vorteile:
The database it creates and the custom project tracking for accountants and tax offices
Nachteile:
Customer support and the ballooning cost year over year. The more I pay the quality of the support goes down as well as the ability/reliability to synch with other software
Overall the program works well.
Vorteile:
Project tracking and shared calenders
Nachteile:
Users must have admin control over calendars to view them. It seems users need admin control to do just about anything if it involves other users. We sometimes hire temps. We need them to view the calendar and contacts but we don't trust them to edit them. We have had a number of appointments moved by mistake. We aren't notified about updated until we call in with a problem and are then told they will send us the update. Why aren't the updates pushed out?
All in one solution
Vorteile:
What I love about this suite is that it includes a bunch of software that you would typically need for billing, invoicing, tax, etc., and provides them in a nice one-stop-shop package. All offerings are well integrated with each other and handle simple to complex scenarios. My most used and I think their best feature is their invoicing. Very easy to customize, apply markup, and set up for an ad-hoc or a reoccurring subscription.
Nachteile:
If you are only planning on using the basic functionality, then you will get a big sticker shock. This product is very expensive, especially for a small business. Also, make sure you set a reminder before renewals. They add you to auto-renewals without specifically notifying you.
Antwort von CARET
vor 2 Jahren
Thank you so much for your review. We appreciate you taking the time to share your feedback.