OfficeTools

Wer verwendet OfficeTools?

Buchhalter*innen und Steuerberater*innen

Was ist OfficeTools?

OfficeTools ist der führende Anbieter von Praxisverwaltungssoftware für Unternehmen in den Bereichen Steuerberatung und Wirtschaftsprüfung. OfficeTools bietet dir alles, was ein Unternehmen für den täglichen Betrieb braucht. Dazu gehört die Zentralisierung von Kund*innendaten, die Verfolgung von Fälligkeiten, die Personalausstattung, das Workflowmanagement, eine automatisierte Abrechnung und eine Zeiterfassung. OfficeTools kombiniert eine Reihe von Kernfunktionen für Produktivität und Management zu einer integrierten Lösung, die zu deiner Praxis wird.

OfficeTools – Details

AbacusNext

https://www.officetools.com/

Gegründet 1997

OfficeTools – Kostenübersicht

OfficeTools bietet keine Gratisversion und keine kostenlose Testversion. Die kostenpflichtige Version von OfficeTools ist ab 59,00 $/Monat verfügbar.

Videos zu OfficeTools
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Startpreis

59,00 $/Monat

Kostenlose Version

Nein

Gratis Testen

Nein

Einsatz

Cloud, SaaS, Web

Installiert - Windows

Training

Persönlich

Live Online

Webinare

Dokumentation

Kundenbetreuung

24/7 (Live Vertreter)

Support während der Geschäftszeiten

OfficeTools Funktionen

  • Abrechnungsportal
  • Anpassbare Rechnungen
  • Kontakt-Datenbank
  • Kontingenz-Abrechnung
  • Mahnwesen-Management
  • Mehrere Währungen
  • Mobile Zahlungen
  • Online-Abrechnung
  • Online-Zahlungen
  • Projekt-Abrechnung
  • Steuer-Rechner
  • Stündliche Fakturierung
  • Wiederkehrende Zahlungen / Abonnement-Abrechnung
  • Zahlungsabwicklung

Siehe die vollständige Rechnungsprogramme und Faktura-Software Liste

  • Abrechnung & Rechnungsstellung
  • Dokumentenmanagement
  • Fälligkeits-Tracking
  • Für CPA-Firmen
  • Genehmigungs-Workflow
  • Kundenmanagement
  • Kundenportal
  • Mitarbeiter-Management
  • Projektmanagement
  • Zeitverfolgung

Siehe die vollständige Rechnungswesen Software Liste

OfficeTools Alternativen

Mehr Alternativen zu OfficeTools

OfficeTools – Nutzerbewertungen

Zeigt 5 von 175 Nutzerbewertungen

Gesamt
4,1/5
Benutzerfreundlichkeit
3,7/5
Kundenservice
3,8/5
Funktionen
3,9/5
Preis-Leistungs-Verhältnis
3,7/5
Lyndsey L.
Manager
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    8/10
  • Quelle des Nutzers 
  • Bewertet am 23.10.2017

"Office Tools has streamlined our office, we now only use 1 program where we used to use three."

Kommentare: Everything is in one place. I can track the progress of projects that co workers are doing, so when someone calls and can tell quicker where we are on there return or other accounting service.

Vorteile: Can add To Do's in program for reminders to do several things.
Keep track of appointments easily.
Documents are easy to find.
Can add notes about clients.
Can track status of projects and set due dates.
Can send documents out for esignatures securely and its easy for clients to sign and return.

Nachteile: Wip and A/R balances don't match from end of month to beginning of next month.
When adding Wip to invoices, system writes off balance to zero instead of showing profit if billed amount is still over the amount of WIP on bill.
Documents for business clients is harder to sort, employees like to have folders.

  • Quelle des Nutzers 
  • Bewertet am 23.10.2017
Janet P.
Bookkeeper/Office Manager
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    4/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    8/10
  • Quelle des Nutzers 
  • Bewertet am 5.5.2020

"Great productivity tool but has some issues"

Kommentare: It streamlined our business and made every step clear for each team member. The projects flow nicely from one person to next. Especially while we work remotely because of the Covid-19 pandemic, it allows us to work efficiently without missing a beat.

Vorteile: OfficeTools creators have thought of every aspect of the business and that's what we loved. Any questions that we had "can we do this or can we do that" the answer was yes. You can create projects, assignments, To Do and have it set-up anyway that works for your team. You can use it for marketing emails with groups, etc. Very well designed.

Nachteile: It has glitches and it takes some time to learn how to use it. For instance, I don't need to use Lacerte, but I had to have it installed so I could use OfficeTools, otherwise, I kept getting error messages. And then, you have to make sure you are logged in to Lacerte every morning or the program won't work properly and the only way you realize that is when you are looking for an assignment or a document and you don't see it - then you inquire from your team and they say "Oh, it's there, I can see it..." then you realize you need to log back in for the software to refresh and show you everything. It doesn't notify you that Lacerte has been logged off.
Also, the training module and how it works was a bit confusing for us.

  • Quelle des Nutzers 
  • Bewertet am 5.5.2020
Matthew L.
Enrolled Agent
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    3/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    2/5
  • Preis-Leistungs-Verhältnis
    3/5
  • Wahrscheinlichkeit der Weiterempfehlung
    6/10
  • Quelle des Nutzers 
  • Bewertet am 19.10.2017

"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!!!

  • Quelle des Nutzers 
  • Bewertet am 19.10.2017
Suzanne M.
Office Manager
Buchhaltung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    3/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    2/5
  • Preis-Leistungs-Verhältnis
    3/5
  • Wahrscheinlichkeit der Weiterempfehlung
    7/10
  • Quelle des Nutzers 
  • Bewertet am 20.5.2020

"Experienced User"

Kommentare: I like OfficeTools and will continue using it. I wish they would work on some issues and make it more user friendly.

Vorteile: I like that it works with QuickBooks and Lacerte. I like the reports that it offers in order to track performance and efficiency.

Nachteile: I am not happy with customer service. We I have a problem or issue it takes days and sometimes over a week to return my call. I wish it was more user friendly. It can do a lot but it is difficult to figure it out. I would love to use the Pay Now feature but it locks the invoice and you can't add or delete time to it.

  • Quelle des Nutzers 
  • Bewertet am 20.5.2020
Sandy S.
Client Services Coordinator
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    3/5
  • Kundenbetreuung
    1/5
  • Preis-Leistungs-Verhältnis
    2/5
  • Wahrscheinlichkeit der Weiterempfehlung
    0/10
  • Quelle des Nutzers 
  • Bewertet am 11.5.2020

"Disappointed"

Kommentare: Support - was a joke in year 1 of our contract. It took at least 3-5 days or more for someone to get back to us. One day I got lucky and [SENSITIVE CONTENT HIDDEN] called me. She is the best asset your company has. She knows how to provide support. I even tracked down someone at the Abacus Next Conference to make sure they knew how valuable she was. Shortly after, [SENSITIVE CONTENT HIDDEN] had to inform me that I was no longer allowed to email her directly and I had to go through the ticket system. I complied with her request and now I'm back to hating your support. I know we are just a little guy in your eyes. I am the type of person when I love something I tell everyone about it. I also tell everyone when something is not right. I could never refer your product. We will be switching to another product as soon as we can.

Vorteile: Firm has been using for 4-5 years. It has served us well and we use most of the functionality.

Nachteile: Lack of technology development. When it was announced there was a QB online integration we were very excited and converted. Our 150 clients are on QBO, however we remain on the desktop version due to Office Tools. We then learned it does not integrate with QBO Accountant. We then had to convert back to QB desktop version as it was our only option. We patiently stuck with Office Tools on the belief that the software would continue to be developed and evolve. At this point we wished we had not signed our last 3 year contract. With the signing of the 3 year contract we were given/comped 3 hours for training. When we went to use them we were told those hours had to be used in the first year - WHICH WAS NOT TOLD TO US. I had our sales rep check into it and the "board" advised the hours were expired. WOW was I shocked. I had never been given something from a company that was complimentary to then not advise me that the hours had to be used in the first year. Who ever made this decision just made our final decision for us. We will NOT be renewing our software when the contract ends. Too many disappointments.

  • Quelle des Nutzers 
  • Bewertet am 11.5.2020