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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

SmartAccounts software allows you to effortlessly generate invoices, oversee your purchases, compute salaries, and manage your fixed assets and inventory, all with a user-friendly interface. In addition to offering top-notch accounting capabilities, if you require assistance with your finances or are considering hiring an accountant, we encourage you to explore our partner options. You can issue invoices to your customers directly from SmartAccounts and monitor your cash flow conveniently from the dashboard on your homepage. Furthermore, the software enables you to generate quotes and send them to your clients seamlessly. To manage your deliveries, utilize purchase orders effectively. SmartAccounts offers extensive integration possibilities, allowing you to connect your online store with your accounting system or use it alongside Scoro business management software, providing you with endless opportunities to streamline your business operations. The versatility of SmartAccounts makes it an essential tool for any business looking to enhance efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

$50 per month
Free Trial Yes 
Free Version No 

Pricing Details

€5 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 No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

OfficeTools

Founded

1997

Country

United States

Website

www.officetools.com

Vendor Details

Company Name

SmartAccounts

Country

Estonia

Website

www.smartaccounts.eu/en/

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 

Product Features

Accounting

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

Alternatives

Alternatives

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