OfficeTools WorkSpace
Practice Management Built for Accounting Professionals.
Overview
OfficeTools WorkSpace is a comprehensive practice management software designed for accounting and tax firms. It integrates various aspects of a firm's operations, including contact management, scheduling, workflow, billing, and document management, into a single desktop application. It also offers an integrated Client Portal to facilitate secure document exchange and communication with clients.
✨ Key Features
- Practice Management Suite
- Integrated Client Portal
- Workflow & Project Tracking
- Time & Billing
- Document Management
- Scheduling & Calendaring
- Contact Management (CRM)
🎯 Key Differentiators
- All-in-one, tightly integrated desktop application.
- Strong focus on traditional practice management features like time and billing.
Unique Value: Provides a complete, 360-degree view of a firm's operations, from client data to project status to billing, all within a single application.
🎯 Use Cases (4)
✅ Best For
- Using the workflow to manage the entire 1040 preparation process from start to finish.
- Clients uploading their source documents directly to the portal, which are then accessible within the desktop application.
- Generating invoices based on time slips entered by staff.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms looking for a modern, cloud-native, web-based solution.
- Users who need a simple, standalone client portal without practice management features.
🏆 Alternatives
Offers a more comprehensive set of practice management tools than solutions that are only focused on document management or client portals.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
💰 Pricing
✓ 14-day free trial
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