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features
design
support

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Write a Review

Description

Holded is a comprehensive cloud-based solution that equips you with all the necessary tools to manage your business from any location, at any time. Imagine effortlessly adjusting your working hours with just a click; Holded makes daily operations easier by automating various tasks while enhancing your accounting and invoicing processes. You can choose from more than 40 customizable templates to tailor the invoices and communications your business sends out. All necessary information, including contacts, products, banks, and taxes, is populated automatically, allowing you to simply verify, save, and submit. While the process is largely automated, you maintain control and can track what you have reviewed versus what remains unchecked. As soon as you begin utilizing Holded, it begins gathering your data to generate real-time reports. Every facet of your business is integrated into a singular management platform, ensuring seamless connectivity. Furthermore, all the invoices and receipts you receive are systematically organized and categorized in one central location. This holistic approach not only saves time but also enhances efficiency throughout your business operations.

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

Axis LMS Yes 
Beam AI Yes 
Chief Yes 
Dropbox Yes 
Facebook No 
Filmo Yes 
Goodwings Yes 
Google Drive Yes 
Microsoft Excel No 
Microsoft Outlook No 
PEIMI Yes 
PayPal Yes 
REVER Yes 
RandomCoffee Yes 
Remuner Yes 
Reserva OK Yes 
Slice Yes 
Stackreaction Yes 
StarNapp Yes 
Verito No 

Integrations

Axis LMS No 
Beam AI No 
Chief No 
Dropbox No 
Facebook Yes 
Filmo No 
Goodwings No 
Google Drive No 
Microsoft Excel Yes 
Microsoft Outlook Yes 
PEIMI No 
PayPal No 
REVER No 
RandomCoffee No 
Remuner No 
Reserva OK No 
Slice No 
Stackreaction No 
StarNapp No 
Verito Yes 

Pricing Details

$10 per month
Free Trial Yes 
Free Version Yes 

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Holded

Founded

2015

Country

Spain

Website

www.holded.com

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 Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
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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