OfficeTools

OfficeTools

von AbacusNext

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 – Preisübersicht

OfficeTools ist verfügbar ab 59,00 $/Monat. OfficeTools bietet keine Gratisversion und keine kostenlose Testversion. Weitere Preisinformationen für OfficeTools findest du unten.

Startpreis

59,00 $/Monat

Kostenlose Version

Nein

Gratis Testen

Nein

Einsatz

Cloud, SaaS, Web

Installiert - Windows

Training

Persönlich

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

OfficeTools Funktionen

Rechnungsprogramme und Faktura-Software
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
Abrechnung & Rechnungsstellung
Dokumentenmanagement
Fälligkeits-Tracking
Für CPA-Firmen
Genehmigungs-Workflow
Kundenmanagement
Kundenportal
Mitarbeiter-Management
Projektmanagement
Zeitverfolgung

OfficeTools – Nutzerbewertungen

Zeigt 5 von 161 Nutzerbewertungen

Gesamt
4.1/5
Benutzerfreundlichkeit
3.7/5
Kundenservice
3.9/5
Funktionen
4/5
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
Terri S.
Owner
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 23.10.2018

"Long term Office Tools User!"

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.

  • Quelle des Nutzers 
  • Bewertet am 23.10.2018
Verifizierter Rezensent
Advisor
Buchhaltung, 10.001+ Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    3/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    Nicht bewertet
  • Preis-Leistungs-Verhältnis
    Nicht bewertet
  • Wahrscheinlichkeit der Weiterempfehlung
    6/10
  • Quelle des Nutzers 
  • Bewertet am 9.8.2019

"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 des Softwareanbieters

von AbacusNext an 19.8.2019

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

  • Quelle des Nutzers 
  • Bewertet am 9.8.2019
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
Lafonda M.
Owner
Buchhaltung
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    4/5
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 17.10.2017

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

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.

  • Quelle des Nutzers 
  • Bewertet am 17.10.2017