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ease
features
design
support

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Description

Uncover the most efficient strategies for managing your practice, covering everything from case and client management to document handling, relationship oversight, scheduling, time tracking, invoicing, and financial accounting. Practice Management Software amalgamates all essential functions to deliver a streamlined and user-friendly management environment. It is accessible via the cloud, through Windows/server setups, and as CompleteDATA Hybrid, which offers the advantages of both options. CompleteDATA stands as the ultimate legal software provider you will ever need. Our solution, designed to integrate seamlessly with word processing and email applications, offers a comprehensive approach to overseeing your firm and your clientele. Our dedicated development team consistently enhances our offerings to ensure stability, robustness, and a full array of necessary features. With a complete range of products tailored to fit your firm's size and specialty, we adapt as your business grows. As technology progresses, our solutions will evolve alongside your needs, ensuring you are always equipped with the best tools available. In this ever-changing landscape, having a reliable partner for your practice management is essential for sustained success.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

$49.00/month
Free Trial
Free Version

Pricing Details

$50 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CompleteDATA

Website

www.completelaw.com

Vendor Details

Company Name

OfficeTools

Founded

1997

Country

United States

Website

www.officetools.com

Product Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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