Wer nutzt diese Software?
Buchhalter*innen und Steuerberater*innen
Durchschnittliche Bewertung159 Bewertungen
- Gesamt 4.1 / 5
- Benutzerfreundlichkeit 3.7 / 5
- Kundenservice 3.9 / 5
- Funktionen 4 / 5
- Preis-Leistungs-Verhältnis 3.7 / 5
- Startpreis 60,00 $/Monat
- Kostenlose Version Nein
- Kostenlose Testversion Nein
Cloud, SaaS, Web
Installiert - Windows
Support während der Geschäftszeiten
Angaben zum Hersteller
- Gegründet 1997
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.
- Anpassbare Rechnungen
- Mehrere Währungen
- Mobile Zahlungen
- Stündliche Fakturierung
- Wiederkehrende Zahlungen / Abonnement-Abrechnung
- Abrechnung & Rechnungsstellung
- Für CPA-Firmen
Die hilfreichsten Reviews für OfficeTools
Bewertet am 17.10.2017
Great all-in-one tax office tool!
Kommentare: Having everything needed to help/work on a client at your fingertips in one piece of software. We consolidated 4 programs into one when we moved to OfficeTools. We could FULLY consolidate 2 more if they were reliable and user friendly enough for staff and clients (AIME and the portal). But as it stands we have to have backups for both to function properly.
Vorteile: The best thing about OfficeTools is the integration of contact manager, schedule, time/billing tracking project management, billing, and documents. There are lots of other features that are included as well but those are the big ones. It's great going to one client and having access to everything you need.
Nachteile: There are some quirks that you just have to live with, but overall it is a solid piece of software. There are times when support just cannot figure out a solution to a glitch we are having and we just have to wait to see if it will be resolved in a new release. Another thing that is quirky is having to go to another client and then back into the one you are working on the get the system to update. Mostly small little things that aren't that bad and they do seem to attempt to address issues as they go so it is by no means a dead software.
Bewertet am 23.10.2017
Office Tools has been great. We can't imagine running things without it.
Kommentare: Office Tools replaced separate document management software, a time keeping/billing software, and a project tracking software. It's streamlined our process and allowed us to save tons of time for billable work.
Vorteile: The integration of difference functions has been the best part. Having contact info, project tracking, document management and time tracking/billing in one package has made things so much easier and streamlined our process.
The reporting in general is limited. The inability to combine information types (Contact, Billing, Project, Staff) into a single report is difficult. Currently, we create 2 different reports, export to excel and use formulas to combine the information. Skipping these extra steps would save so much time.
Also, allowing a custom recurrence pattern for projects (i.e. every 2 years) would be great.
Finally, many clients want to be able to specify a "Billing Only" e-mail address. Right now, I have to make that change manually for those clients each billing run.
Bewertet am 16.10.2018
Saves me thousands of dollars and hours every year!
Kommentare: I used to track projects by emails in my inbox and files on the shelf, constantly putting out fires and dealing with what ever client was "on top of the stack".spending HOURS every day figuring out what I had to get done.....now the minute a project comes in (Via email,mail, or phone) I create a new Project in OfficeTools and I have an easily accessible, up to date task list of EVERYTHING I need to do. And I can assign tasks to staff, so my staff knows what to work on WITHOUT having to ask me. I cannot begin to quantify the dollars and hours this software has saved me.
Vorteile: The ability to quickly create and add items to a "ToDo list" and assign tasks to staff w/ documents attached (dragged straight from Outlook).
Nachteile: There is a learning curve - but that is to be expected with such robust software and customer support was great helping me learn features I couldn't figure out myself (since I refused to do the training and like to figure things out myself). Plus, the online tutorials were really great.
Bewertet am 10.10.2018
Been working with Office Tools for nearly 14 years now
Kommentare: We use Office Tools for our companies billing, tracking time, tracking our projects for our clients and for our scheduling appointments with clients. We have used this product for nearly 14 years and it helps our office run smoothly. We have access to each others schedules and daily tasks. Everything is right at our fingertips.
Vorteile: I really love that it is user friendly. It really helps keep me on track with my tasks with all the projects that have been assigned to me and when it was assigned. It really helps me not forget about projects. I love all the available reports that you can print. There are reports to help track or Work in process and reconcile our billing and many many more.
Nachteile: There is not any thing really in particular right now that I would say I least like about the software. I find that if I have an issue with the software I can call technical support and they are always very helpful.
Bewertet am 20.10.2017
The program has been great at keeping client and billing details accessible.
Kommentare: Ease of reports for billing, client records, staff utilization, accounts receivable which make our office run smoother and more efficiently.
The numerous reports and ways in which to cater a report to our specific needs. For example, I can create a WIP which shows work by date, or work by employeee, or work by code. These options have all been useful for different needs.
The contact lists are also versatile which helps with birthdays, phone lists, contact type lists.
Form letters is useful and we have created several this past year catered to contact type.
Nachteile: There have been issues with the document signature feature; months went by with giant red lettering appearing on the documents, so we could not use that feature; when the feature was fixed with a new upgrade, we were not informed of the upgrade. The email link from Outlook is not reliable and keeps stopping on two of our computers. This feature would save time and keep records straight with our clients, however, we cannot keep it connected.