Avaliações do OfficeTools

easy integration with various programs, easy to use portal and effective DMS system. Add to the easy of setting up the annual engagements and you have a great system.

Least is the cost and required training. further, the program is not yet Cloud-ready. also, the server-based DMS does not provide for security of the data files

The days it works without data loss or speed issues. More often than not, it is extremely slow and non-responsive. We have an amazing cloud environment with more than adequate resources for this basic application. Office Tools is the only program that is slow or non-responsive on a daily basis.

There are many many little glitches that we have not brought to supports attention because we were told by your support team: "glitches must have been previously identified to exist". Your engineers told my IT consultant that we were not using the software properly, which resulted in the DATA LOSS we were experiencing. This is complete crap, as I witnessed the issue with my own eyes and know that Office Tools has a critical engineering issue that can result in lost data. I have also experienced the data loss issue across two separate companies (and IT environments) and have experienced this issue as far back as 2014. But that's not important, right?

The ABOVE MENTIONED ISSUE IS PROJECT ASSIGNMENTS CAN REVERT TO PREVIOUSLY ASSIGNED ASSIGNMENT WITHOUT ANY PROOF THE NEW ASSIGNMENT WAS EVER CREATED.

THE PROFILE SYNC DOESN'T WORK. THE CEO ACKNOWLEDGED THIS AS A KNOWN ISSUE YET THE COMPANY IS STILL SELLING IT AS IF IT WORKS.

ACCOUNTS WITH THE SAME PRIMARY CONTACT MAY HAVE THEIR FILE NAME CHANGED BY OFFICE TOOLS WITHOUT THE ABILITY TO CHANGE IT BACK TO THE PROPER NAME.

THE SIN (CANADA) NUMBER DOESNT SHOW PERIODICALLY UNLESS YOU HIT THE EDIT BUTTON, THEN IT MAGICALLY APPEARS.

Overall the software is not reliable and the company culture is disappointing. I brought the data integrity issue to the CEO and he brushed it off as a non issue, despite it being mission critical for his customers. Never will we recommend this software to anyone. It sounds better than it is.

We have been using the software since 2007. It runs our office. All client information is under one hood. We use it to track projects as they move thru the office,capturing time , archiving documents and processing our billing as we move thru the month. We schedule our appointments, track phone calls. We use the client portal as a secure way to deliver and receive documents. I highly recommend this software to all accounting firms. You will no longer miss project deadlines. You will capture more billable time and become more efficient in your daily operations.
Feel free to contact me for more user perspective

In the beginning, this software was great. Great user-friendly product, had some shortcomings with projects and tasks, but it was workable.

It has some major glitches they take no responsibility for.
We lost like a hundred clients' information. All documents. Office Tools blamed it on us. They said that we had used all caps for the names of the clients, (which they never advised us on) and that had caused the software to malfunction. Customer service and management made no effort to correct the situation. They just wiped their hands clean by saying it was out mistake.

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.

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.

A powerful product. A Swiss Army knife for tax office management.
Easy to learn and it does so much.

1. Expensive.
2. Client portal not as intuitive as Drake.
3 Setting should be set to make sure client documents are not accidentally deleted.

I like that it works with QuickBooks and Lacerte. I like the reports that it offers in order to track performance and efficiency.

I am not happy with customer service. We I have a problem or issue it takes days and sometimes over a week to return my call. I wish it was more user friendly. It can do a lot but it is difficult to figure it out. I would love to use the Pay Now feature but it locks the invoice and you can't add or delete time to it.

Ease of use is the plus, but they have re-engineered their layout with the latest update.

Integration with Lacerte and Quickbooks isn't what it used to be. Lacerte 2018 security issues have made the integration cumbersome (in all fairness it's not OTPs fault) because the sync is not a push of the button that it used to be. QB sync is also not working which is completely frustrating.
Support is horrible. You call and stay on hold only to be told 10 min later to submit a ticket online. You submit a ticket online and NEVER get a call. I've gone through this three times!
I can't recommend this product at this time.

I'm a sole practitioner. I've used the product for over 8 years. I mainly use the billing, due date monitoring and portal. Office Tools makes my billing process easy. I have set up standard paragraphs and just insert to complete the invoices. Due date monitoring keeps me aware of due dates and will roll forward projects when completed. I have Thomson Reuters Practice included in a subscription package for essentially no cost, but choose to continue using Office Tools as it is a straight forward robust product.

I really don't have any "Cons" per se. On rare occasions, the software will freeze and I'll have to restart.

good across the board time billing and project managment

Abacus, software declined, they called and got new credit card and then our costs went up by four times the rate we were paying without notice. I have a dispute and they would not talk to me about it. I have a dispute into their legal department. I also put in a dispute with my credit card to stop charges as they did not let us know the charges would be more with the new company. If they don't resolve I will go somewhere else even if it cost more. I am very very upset. I would recommend you find another software.

We like that OT combines many tools into one system, including time & billing, project management, document management, and client portal. The system is very easy to use and doesn't require a lot of training for new staff. The interface is modern and the system really works well for our firm of about 40.

There are a lot of predefined reports and filters, but we wish there was more customization available, such as a report writer feature.

It has most of the features one might look for in a practice management software. Time keeping, billing, and customer data.

Pricing triples out of the blue, customer sales and service is worse that dealing with the IRS, Tech support is typically unavailable, and a lot of quirks with how it reacts with other programs on your computer. Time for us to move on to something else.

The ability to record client contact. Having client documents at your fingertips. No more paper files to haul around. Office staff can check on the progress of a clients tax return just by looking for their name. Notes about missing documents needed to complete a tax return are right there so anyone can pick up where someone else left off.

Could have better client reporting options. Maybe a way to bypass steps in the project to jump ahead without doing each step individually.

Time tracking is great. The project and assignment system is a great way to organize and maintain accounting and tax clients with multiple employees. Central location for all clients, information and documents. Syncs with Lacerte tax software. We also do all invoicing through the software.

Hasn't been updated in a long time with no new features in two years. Desktop based and they are not building a web product. Does not sync with QuickBooks Online. This is not leading edge software.

When the product worked (and yes, I said "when") it was sleek and efficient and brought the management of several key elements of our practice under one integrated tool.

The product was incredibly buggy, it typically took at least a day to get connected with anyone in Tech Support (and 24-36 hours can feel like a lifetime during tax season!) and then the "fix" frequently didn't work. We had the same issues come up again and again, we would implement the proposed solution, only to have it not work. We spent thousands of dollars having our own IT firm work in conjuncture with their tech support people, and lost thousands of dollars of productivity. Worst of all, management (and yes, we escalated our issues up the chain of command) seemed utterly indifferent to our issues, seeming to believe our problems were "User Error" - despite the fact that ~everyone~ in our company was dealing with the same issues, and that we were using several other specialized applications with zero difficulty. This was a terrible experience, and I would caution anyone against using it. There are better, cheaper options in the market, sold by companies that stand behind their product and value their customers.

The comprehensive design is delightful. It really does give CRM, time and billing, document management, project tracking, calendar and scheduling, and more that I don't even use yet. Nothing else I have looked at for myself or clients compares.

The portal service is a bit cumbersome for our clients sporadic use since the forget their passwords and lose the log in info.