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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

A comprehensive cloud-based accounting software suite designed for double entry bookkeeping, making financial management straightforward for both individuals and businesses. Each organization has its own operational nuances, which means that a single software solution may not address all needs adequately. Consequently, companies often find themselves managing a mishmash of systems, spreadsheets, and physical documents, which can lead to reduced productivity, errors, and financial losses due to the ongoing confusion. Our platform is specifically tailored for businesses that demand more than a simple accounting system, allowing our team to integrate your distinct workflows into the software for a cohesive connection between accounting and operations. This tailored approach enhances efficiency, minimizes errors, and lowers expenses! Additionally, we provide an online support forum for general inquiries and a prioritized support request feature that guarantees a response from our dedicated support team within 24 hours of your submission. We are committed to assisting you whenever you require guidance, ensuring you have the support needed to thrive.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

$50 per month
Free Trial Yes 
Free Version No 

Pricing Details

$54.95 per month
Free Trial No 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

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 Yes 

Vendor Details

Company Name

OfficeTools

Founded

1997

Country

United States

Website

www.officetools.com

Vendor Details

Company Name

WIP Software

Founded

2011

Country

Canada

Website

www.wipsoftware.com

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

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