See OfficeTools in action

It used to be so simple. When you needed a new piece of technology, you bought it. Now, tax and accounting practice software can be so tailored to offer the perfect mix of benefits that choosing wisely feels like a make-or-break moment. How specifically does your practice management solution meet your needs?

Creating a 360-degree view of your firm and client base. Increasing cash flow with online payments and recurring billing. Automating tasks, projects, and client matters. Working virtually. It’s all so easy to fall into analysis paralysis when evaluating solutions.

In this demo of OfficeTools, we’ll walkthrough how your firm can accomplish mission-critical activities without having to toggle between multiple systems, like:

  • Creating a 360-degree view of important items from a single dashboard like your contacts, projects, notes, and calendar.
  • Collaborating across your firm on complex projects with workflows to capture calls, notes, tasks, and deadlines.
  • Tracking time and billing for contacts and projects with the flexibility to accept online payments
  • Keeping your firm operating as efficient as possible by utilizing reporting features to track billable hours, budgets, and staff utilization.

Don’t take our word for it. See why leading firms trust OfficeTools by registering for our demo.

Let's learn more about you