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OfficeTools
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
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OfficeTools
Weitere gute Alternativen zu OfficeTools
Bewertungen über OfficeTools
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.
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.
In Betracht gezogene Alternativen:
From HORRIBLE OfficeTools moved to TaxDome
Kommentare: HORRIBLE software!
Vorteile:
ABSOLUTELY ZERO. At the time OfficeTools seemed like the only practice management software that could consolidate some of our management software. Was interested in the Lacerte sync function, but it's basically useless. Every year you have to wait for the developers to fix the sync, usually this is done after tax season haha. So adding new clients to Lacerte and expecting them to sync to OfficeTools is a joke.
Nachteile:
Too many to list. Stone age program that needs to be taken out to pasture. STAY AWAY!
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.
Fantastic Software
Kommentare: I think the interactivity of this program makes it a winner and puts it at the forefront of innovating in its industry.
Vorteile:
All client information is available to each member of the team, and viewing the progress of the tasks being completed is very easy. In a virtual environment it has become more important to be able to monitor one another on a team without “micromanaging” and constantly having status meetings, so this is fabulous.
Nachteile:
Sometimes the video tutorials are a bit confusing, so I prefer speaking to someone through the phone support. Reading the articles isn’t as self explanatory as it is made out to be, but this can be different based on who is using this software.
