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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Account Pro Invoice is a versatile invoicing application designed for multiple clients and can seamlessly integrate with the accounting software Account Pro (starting from Version 8). Alternatively, it can function independently as a stand-alone tool. This software is tailored for small to medium-sized enterprises. It features a data import capability, allowing users to bring in existing item and address information from other applications that offer an export function for such data. Users have the flexibility to create their own document templates, and the program includes a sample client with pre-made templates that can be customized to fit specific requirements; however, you are free to design templates for nearly any type of document you need. In addition to printing, the software allows for exporting documents as .rtf or .txt files and enables direct email sending of generated documents. Inventory management is also a key feature, allowing for automatic generation of order documents, such as purchase orders, through the inventory accounting function. This comprehensive capability makes Account Pro Invoice an excellent choice for businesses seeking efficient invoicing solutions.

Description

Streamline your practice by incorporating automation, fostering team collaboration, and enhancing client satisfaction with OfficeTools CPA practice management software. Explore our resource hub to discover how top firms are diversifying their service offerings and elevating the client experience. Our comprehensive accounting practice management software enables you to manage time tracking, billing, invoicing, client contacts, projects, and documents all in one centralized location while seamlessly integrating with essential business tools. Say goodbye to the hassle of redundant data entry from various tax programs, accounting platforms, calendars, and emails. By consolidating all critical information, you will have a comprehensive understanding of the Who, What, Where, When, and Why, allowing you to prioritize your efforts effectively. Empower your clients to thrive today while strategically planning for the future with a tailored accounting and tax practice management solution designed to enable your team to achieve remarkable outcomes. This innovative software not only enhances efficiency but also contributes to building long-lasting relationships with your clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Cloudnine Realtime No 
Facebook No 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft Word No 
QuickBooks Online No 
Verito No 
X (Twitter) No 

Integrations

Cloudnine Realtime Yes 
Facebook Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft Word Yes 
QuickBooks Online Yes 
Verito Yes 
X (Twitter) Yes 

Pricing Details

€99.95 per pc
Free Trial No 
Free Version No 

Pricing Details

$50 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

AccSoft Shareware

Country

Switzerland

Website

www.accsoft.ch/index.php

Vendor Details

Company Name

OfficeTools

Founded

1997

Country

United States

Website

www.officetools.com

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing Yes 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments No 
Multi-Currency No 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

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