OfficeTools Workspace is a time and billing solution for accountants that allows you to automate billing processes, track due dates, manage tax workflows, and more. By integrating it with the applications that you use the most, you’ll be able to manage everything from one screen.
Pricing:
Quote-based pricing
Compatibility:
QuickBooks Desktop, QuickBooks Online, Lacerte, and MS Exchange
Features And Benefits
Simplified Tracking
OfficeTools Workspace helps you keep track of everything from a single desktop application. It offers features, such as due date monitoring, reminders, detailed reporting, and activity lists.
Consolidate Databases
Seamlessly share data between two software and eliminate duplicate data entry. Integrate QuickBooks Online and OfficeTools Cloud to auto-sync contacts, export time cards, invoices, and payments.
Go Paperless
The OfficeTools client portal allows you to send and receive documents in a secure way. It offers payment processing, online time tracking, e-Signature processing, online scheduling, and questionnaires.
Remote Accessibility
The OfficeTools mobile application allows you to track time, view the project status, log phone calls, and more. Hence, allowing you to collaborate with your team from anywhere, at any time, and from any browser.
Faster Payment Processing
Abacus Payments Exchange (APX) is a payment processor built for OfficeTools. It allows you to process credit card payments, e-checks, and ACH transactions online within a secure environment.
Integrated eSignature
OfficeTools offers a fully-integrated eSignature tool that combines your workflow and document processing. IRS compliant and secure, the digital signature solution allows you to send documents to your clients directly.
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