Wir helfen Unternehmen in Deutschland
seit 15 Jahren bei der Softwareauswahl

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.

Wer verwendet OfficeTools?

Buchhalter*innen und Steuerberater*innen

OfficeTools Software - 1
OfficeTools Software - 2
OfficeTools Software - 3
OfficeTools Software - 4
OfficeTools Software - 5

Du bist nicht sicher, ob OfficeTools das Richtige ist? Mit einer beliebten Alternative vergleichen

OfficeTools

OfficeTools

4,1 (197)
Keine Preise gefunden
Kostenlose Version
Kostenlose Testversion
48
6
3,7 (197)
3,7 (197)
3,8 (197)
VS.
Startpreis
Preisoptionen
Funktionen
Integrationen
Benutzerfreundlichkeit
Preis-Leistungs-Verhältnis
Kundenservice
10,99 €
Monat
Kostenlose Version
Kostenlose Testversion
236
92
4,4 (12.728)
4,4 (12.728)
4,3 (12.728)
Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

Weitere gute Alternativen zu OfficeTools

Asana
Am besten bewertete Funktionen
Aufgabenmanagement
Management von Performance-Auswertungen
Projektplanung/Terminierung
Zoho Desk
Am besten bewertete Funktionen
Abrechnung & Rechnungsstellung
Kundenspezifisches Branding
Priorisierung
Jetpack Workflow
Am besten bewertete Funktionen
Aufgabenmanagement
Kundenmanagement
Workflow-Management
Karbon
Am besten bewertete Funktionen
Aufgaben-Fortschrittsverfolgung
Aufgabenmanagement
Werkzeuge zur Zusammenarbeit
SmartVault
Am besten bewertete Funktionen
Archivierung & Aufbewahrung
Document Capture
Dokumentenspeicher
Sage Timeslips
Am besten bewertete Funktionen
Abrechnung & Rechnungsstellung
Rechnungshistorie
Zeitverfolgung
CCH Tagetik
Am besten bewertete Funktionen
Budgetierung/Prognosen
Einkommen & Bilanz
Gewinn-und Verlustrechnung
Maximizer CRM
Am besten bewertete Funktionen
CRM
Kontakt-Datenbank
Kontaktmanagement
Revver
Am besten bewertete Funktionen
Document Capture
Dokumentenspeicher
Zugriffskontrollen / Berechtigungen

Bewertungen über OfficeTools

Durchschnittliche Bewertung

Gesamt
4,1
Benutzerfreundlichkeit
3,7
Kundenservice
3,8
Funktionen
3,9
Preis-Leistungs-Verhältnis
3,7

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
43%
4
35%
3
12%
2
8%
1
4%
Lyndsey
Lyndsey
Manager in USA
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

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

5,0 vor 7 Jahren

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.

Janet
Bookkeeper/Office Manager in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Great productivity tool but has some issues

5,0 vor 4 Jahren

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.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Misleading Sales Information and Poor Support

2,0 vor 2 Jahren

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.

Terri
Terri
Owner in USA
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Long term Office Tools User!

5,0 vor 6 Jahren

Kommentare: We have been using Office Tools for 12 years now. I cannot imagine how we functioned without it before and would not want to go back to those days. It is a very affordable and very comprehensive product. Also, it is very easy to implement and use. Our need to get support has been rare. Without hesitation, I recommend Office Tools!

Vorteile:

Everything in one place! We have our scheduling, project and deadline management, phone call tracking, time-keeping and billing, and document management all in one place.

Nachteile:

There really is nothing that I don't like about Office Tools. We did try out their client portal a few years ago, and we went to Sharefile to get some added features. But, we are going to go back to try the Office Tools client portal again before the end of the year. I am hopeful it will be a great change for us.

LaFonda
LaFonda
Owner in USA
Verifizierter Nutzer auf LinkedIn
Buchhaltung
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Really helps keep our office organized and know exactly where, when, what and why!

5,0 vor 7 Jahren

Kommentare: We are much more organized and spend much less time trying to be organized. It has saved us time which in turn saves us money.

Vorteile:

We love that it integrates with our Office365, that we can easily upload docs to a secure portal, get esignatures for a very low price and that it keeps track of who last touched the "file". Very impressed with being able to send email templates to clients with information we are constantly repeating, which saves an enormous amount of time.

Nachteile:

For an excellent program, you have to put a TON of time in getting it set up. Garbage in Garbage out means you need to have a plan. It would be nice if there was a planning tool to help guide you throught the set up process. The one hour video isn't terribly helpful. An excel spreadsheet would be wonderful, if you do this, you need to do thus kind of thing.