OfficeTools
Sobre o OfficeTools
O OfficeTools é uma solução de gerenciamento para escritórios contábeis e tributários que fornece aos usuários ferramentas para gerenciar clientes, projetos, tarefas, documentos, tempo, cobrança e muito mais.
O OfficeTools WorkSpace atua como um repositório centralizado de informações do cliente e sincroniza-se bidirecionalmente com softwares tributário e contábil, para garantir que as alterações nos dados sejam atualizadas nos sistemas. Projetos, compromissos e atribuições podem ser rastreados em calendários pessoais e de equipe. As tarefas podem ser delegadas aos membros da equipe com cargas de trabalho mais baixas. A lista de atividades fornece aos usuários uma visão de todos os itens em aberto que requerem conclusão e permite que os usuários cliquem no contato e na seção relevantes para cada tarefa. Os usuários podem registrar o tempo trabalhado em cada projeto ou cliente usando os temporizadores internos e sincronizar esses dados com cobrança e folha de pagamento.
O OfficeTools WorkSpace Portal permite aos clientes solicitar compromissos, assinar documentos e fazer pagamentos online. Confirmações e lembretes por e-mail e SMS garantem que os clientes estejam cientes da hora e data dos compromissos futuros e, quando chegarem ao escritório, o sistema de entrada/check-in do cliente poderá ser usado para registrar atualizações dos dados pessoais e informações de contato dos clientes. A funcionalidade integrada de assinatura eletrônica permite que os clientes assinem eletronicamente documentos e é compatível com assinatura sequencial e com várias partes. Todos os documentos assinados são armazenados automaticamente. Os usuários podem se comunicar diretamente com os clientes através do portal sobre quaisquer questões, consultas ou documentos ou informações ausentes.
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Avaliações
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Ajude os compradores de software! As avaliações de programas ajudam outras pessoas a tomarem melhores decisões.
- Setor: Contabilidade
- Porte da empresa: 2–10 funcionários
- Usado Diariamente durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
love the software. It is the First program all staff opens in the morning and last to close
Avaliado em 01/08/2017
total organization running our office
total organization running our office
Vantagens
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
- Setor: Contabilidade
- Porte da empresa: 11–50 funcionários
- Usado Diariamente durante Mais de um ano
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 9.0 /10
Great all-in-one tax office tool!
Avaliado em 17/10/2017
Having everything needed to help/work on a client at your fingertips in one piece of software. We...
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.
Vantagens
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.
Desvantagens
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.
- Setor: Contabilidade
- Porte da empresa: 11–50 funcionários
- Usado Diariamente durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 0.0 /10
Misleading Sales Information and Poor Support
Avaliado em 11/04/2022
OfficeTools Workspace is almost a hit if they could get the back end programing right. The slowness...
OfficeTools Workspace is almost a hit if they could get the back end programing right. The slowness of the product, features breaking all the time, and the poor response time of support make this a hard pass. Sales also sold us on several features that was confirmed by tier 1 support only to find out after signing the contract that those features are not possible. After working with support for over 1 year to fix issues, we asked to be let out of contract only to be told we need to submit a formal complaint and they get 30 days to fix the issue. Unless you like wasting time with support, look elsewhere.
Vantagens
Love that this product marries time tracking, project management, document management, and billing in one software.
Desvantagens
Desktop program is built on an old 32 bit sql server which makes the program really slow if you have more than 2 people using it at the same time. The integrated APX payment feature is a plus if it would work. They decided to do maintenance on the product during the last two weeks of tax season, we couldn't run payments for a day. Payment system is also hiding payments, so we cannot tell which clients have paid. Support has been working on this for two months with no end in sight.
- Setor: Contabilidade
- Porte da empresa: 2–10 funcionários
- Usado Diariamente durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Office Tools has been great. We can't imagine running things without it.
Avaliado em 23/10/2017
Office Tools replaced separate document management software, a time keeping/billing software, and a...
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.
Vantagens
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.
Desvantagens
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.
- Setor: Contabilidade
- Porte da empresa: 2–10 funcionários
- Usado Diariamente durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Saves me thousands of dollars and hours every year!
Avaliado em 16/10/2018
I used to track projects by emails in my inbox and files on the shelf, constantly putting out fires...
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.
Vantagens
The ability to quickly create and add items to a "ToDo list" and assign tasks to staff w/ documents attached (dragged straight from Outlook).
Desvantagens
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.
Perguntas frequentes sobre o OfficeTools
Abaixo estão algumas perguntas frequentes sobre o OfficeTools.P: Que tipo de planos o OfficeTools oferece?
O OfficeTools oferece os seguintes planos de pagamento:
- Avaliação gratuita: Disponível
P: Quem costuma usar o OfficeTools?
Os clientes habituais do OfficeTools são:
Profissional autônomo, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000
P: Em que idioma o OfficeTools está?
O OfficeTools está nos seguintes idiomas:
inglês
P: O OfficeTools é compatível com dispositivos móveis?
O OfficeTools é compatível com os seguintes dispositivos:
P: O OfficeTools se integra com quais outros aplicativos?
O OfficeTools se integra com os seguintes aplicativos:
APX e-Invoicing, Lacerte Tax, Microsoft Excel, Microsoft Outlook, Microsoft Word, QuickBooks Online Advanced
P: Que nível de suporte o OfficeTools oferece?
O OfficeTools oferece as seguintes opções de suporte:
Email/Help Desk, FAQs/Fórum, Base de conhecimento, Suporte por telefone, Assistência 24/7
Categorias relacionadas
Veja todas as categorias de software encontradas para OfficeTools.
