¿Quién utiliza este software?

Accounting and Tax professionals

Valoración media

94 reseñas
  • 4 / 5
    En general
  • 3.5 / 5
    Facilidad de uso
  • 4 / 5
    Atención al cliente
  • 4 / 5
  • 3.5 / 5
    Relación calidad-precio

Detalles del producto

  • Precio de partida
  • Versión gratuita
  • Implementación
    Instalado: Mac
  • Formación
    En persona
    En directo en línea
    Seminarios web
  • Asistencia
    Todos los días a cualquier hora (atiende un representante)

Datos del proveedor

  • OfficeTools
  • https://www.officetools.com/
  • Fundada en 1997

Información sobre este software

OfficeTools is the leading provider of practice management software for firms in the tax preparation and public accounting profession. Giving you everything a firm needs to run day to day operations including the centralization of client data, tracking due dates, staffing, workflow management, automated billing, and time tracking, OfficeTools combines a suite of core productivity and management features into an integrated solution that will become the nucleus of your practice.

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • CPA Firms
  • CRM
  • Cash Management
  • Collections
  • Consolidation / Roll-Up
  • Contingency Billing
  • Customer Database
  • Customer Portal
  • Customizable Invoices
  • Dunning Management
  • Employee Management
  • Expense Tracking
  • Financial Management
  • Fixed Asset Management
  • Fund Accounting
  • General Ledger
  • Government
  • Hourly Billing
  • Inventory Management
  • Invoice History
  • Marketing Management
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Payroll Management
  • Point of Sale (POS)
  • Project Accounting
  • Project Billing
  • Purchasing
  • Recurring/Subscription Billing
  • Revenue Recognition
  • Service Ticket Billing
  • Spend Management
  • Subscription Billing
  • Tax Calculator
  • Tax Management
  • Time & Expense Tracking
  • Training Management
  • Trust Accounting
  • Vendor Management

Últimas reseñas disponibles sobre OfficeTools

Traducción realizada automáticamente. Mostrar la reseña original

Hard to find any other option that's as simple and powerful.

En general
5 / 5
Facilidad de uso
4 / 5
Características y funcionalidad
2 / 5
Asistencia al cliente
3 / 5
Relación calidad-precio

Comentarios: Great office hub.

Puntos a favor: 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.

Puntos en contra: 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!!!

Traducción realizada automáticamente. Mostrar la reseña original

The software has the potential to be an elite program but it is grossly underdeveloped.

En general
4 / 5
Facilidad de uso
3 / 5
Características y funcionalidad
2 / 5
Asistencia al cliente
3 / 5
Relación calidad-precio

Puntos a favor: It has all in one capabilities such as client management, time tracking, billing and payment, reports, scheduling, and document storage. The platform layout is clean and user friendly. The learning curve to its features is low to mid-range which can be credited to it's design functionality. It does utilize some integrations well such as the Dymo label printer and Drop Folders. Overall, calls to Customer Support have been adequate with at least 90% problem resolution. I do have to knock the Customer Support to 2 stars because they do not have any early morning east coast support hours. If I have an issue with Office Tools I have to wait 4 hours to reach anybody on the phone. Half of my day is now gone.

Puntos en contra: Communication from Office Tools to its software owners is horrible. Known disruptions in services was communicated after the fact. Software updates are non-existent. As of this review, 10/19/17, there has only been 1 public release update to the software in all of 2017 (v2017.019) and that was in January. That is unacceptable. The Contact Screen has a narrow scope in what it allows for user input. I believe there are only 5 open variable fields that we can alter to collect data specific to our practice. The rest of it is dead white space underneath of it. Software only allows one taxpayer's information to be displayed on the main Contacts screen with the spouse relegated to a "More Contacts" tab. It is more efficient to have all contacts displayed on one screen. Client portal only allows for 1 contact email address. The portal is not a responsive web design and certainly not friendly to mobile devices. There are buttons in the portal that are only seen when scrolled over (Pay Now buttons on invoice tab). Payments made via a portal invoice do not sync down to the billing screen. Downloading multiple documents from the portal is inefficient. There is no "Download All" button. E-signing process is convoluted to the signer and has bugs which have not been fixed. Form letters do not give you access to all collected data variables. No user community to introduce or vote on feature requests. LinkedIn or Facebook aren't the solution.