--- title: "OfficeTools Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about OfficeTools Software - reviews, pricing plans, popular comparisons to other Billing and Invoicing products and more." source_url: "https://www.capterra.com/p/165549/OfficeTools/" page_type: "product" language: "en" --- # OfficeTools Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) OfficeTools ## What is OfficeTools? OfficeTools Workspace provides everything you need to run your tax and accounting practice from a single solution. Track projects from start to completion, organize client data, manage staff and tax workflow, and automate billing from one central dashboardall while integrating with the applications you use most. ## What is OfficeTools used for? [Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/)[Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/)[Tax Practice Management](https://www.capterra.com/tax-practice-management-software/) Top alternative Featured Overall rating Based on 196 user reviews Reviews sentiment Positive 77% Neutral 12% Negative 11% Pros & cons Integrated billing and workflow tools Centralized client data access Unresponsive and inconsistent support Frequent glitches and slowdowns Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for OfficeTools?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://getcaret.com/&name=OfficeTools) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### OfficeTools 4.1 (196) VS. [4.6 (1,469)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting Price Contact vendor Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.7 (195) Ease Of Use 4.6 (26,526) Value For Money 3.7 (175) Value For Money 4.4 (20,371) Customer Service 3.8 (178) Customer Service 4.6 (20,627) ## OfficeTools alternatives [4.4 (3,312)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.2 (2,057)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (823)](https://www.capterra.com/p/163114/Zoho-Invoice/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/165549/OfficeTools/alternatives/) ## FAQs about OfficeTools Overview ### What problems does OfficeTools solve? OfficeTools solves scattered client records, disconnected billing and time tracking, and poor visibility into project status, deadlines, and staff workloads by centralizing documents, notes, schedules, tasks, and invoices. Accounting firms, CPAs, tax practices, bookkeepers, and office managers benefit most from faster handoffs, fewer missed due dates, and smoother client service. Answer based on 98 reviews Overview ### Which roles and teams benefit most from OfficeTools? OfficeTools is most used by accounting firm leaders, office administrators, and bookkeeping teams that need tighter control over daily operations. Owners, presidents, and partners use it to oversee workflows and deadlines, while office managers, accountants, and staff bookkeepers rely on it for client management, task tracking, billing, and tax-related coordination. Answer based on 195 reviews Talk to an expert ### More questions? Ask our experts Overview ### What company size and industries is OfficeTools built for? OfficeTools is built for small accounting firms, with 93% of reviewers from small businesses and 83% from Accounting. It also serves some Enterprise teams at 6%, with lighter use in Financial Services at 3% and Computer Software at 2%, aligning with its focus on accounting and tax professionals. Answer based on 196 reviews Features and Usability ### What are the key features of OfficeTools? OfficeTools includes core practice management features like billing and invoicing, project tracking, time tracking with timers and timesheets, and client management with contact records and notes. Differentiating features include document management, shared calendar scheduling, client portal access, and workflow management that tracks task status, deadlines, and staff assignments. Answer based on 68 reviews Integrations ### Which third-party tools and platforms does OfficeTools integrate with? OfficeTools integrates with Microsoft Outlook, Lacerte Tax, QuickBooks Desktop, and APX e-Invoicing in reviewer reports, with catalog listings also showing Microsoft Excel, Microsoft Word, and QuickBooks Online Advanced. The strongest integration theme is email and scheduling through Outlook, alongside tax, accounting, invoicing, and document-related Microsoft tools. Answer based on 27 reviews Getting Started and Support ### How easy is it to onboard and train a team on OfficeTools? OfficeTools offers in-person training, live online sessions, webinars, and documentation. New staff often learn core daily tasks quickly, while admins and firms setting up workflows, reports, or integrations usually need more time. Reviewers describe a clear learning curve, with training helpful after some hands-on use, though some find paid training and older videos limiting. Answer based on 34 reviews Getting Started and Support ### What customer support options does OfficeTools offer, and how do users rate the experience? OfficeTools offers email/help desk, FAQ/forum, a knowledge base, phone support, and a 24/7 live representative. Users describe support as mixed: many report helpful, patient agents and quick fixes, while others cite long waits, delayed callbacks, uneven follow-through, and frustration when updates or glitches remained unresolved. Answer based on 59 reviews Security ### How does OfficeTools handle data security and access control? OfficeTools uses a secure client portal for delivering and receiving documents, supports secure e-signatures, integrates with Office 365, tracks who last touched a file, and stores passwords. Some reviewers note gaps, including no clear encryption for imaged documents, limited portal access, password-reset friction, and concerns about data-file security. Answer based on 10 reviews Project tracking ### How well does OfficeTools handle project tracking? OfficeTools handles project tracking well for accounting firms that need clear status, due dates, assignments, and time visibility. Many small practices and tax teams like the organized workflows, task handoffs, and client file access, though some users find project editing less intuitive and want more visual boards or faster step changes. Answer based on 41 reviews ## Pros and Cons Integrated billing and workflow tools 92% positive reviews out of 38 Most reviewers describe billing and project management as streamlined, combining time tracking, invoicing, and workflow. Unresponsive and inconsistent support 60% negative reviews out of 50 Most users comment customer support is difficult to reach, slow to resolve problems, and often unhelpful. Centralized client data access 92% positive reviews out of 25 Most users report client information management enables easy access to all client data and documents in one place. Frequent glitches and slowdowns 90% negative reviews out of 29 Most reviewers indicate bugs and issues cause slow performance, frequent glitches, and unreliable features during daily use. ## Features AI summary Based on 16,165 Billing and Invoicing reviews Capterra data shows that buyers of Billing and Invoicing software rank the following features as their top priorities: - **Invoice Processing** (**53%** of reviewers rated this feature as critical) - **Invoice Creation** (**55%**) - **Quotes/Estimates** (**56%**) OfficeTools includes **Invoice Creation**, which gives businesses a direct way to generate and send bills accurately. However, it does not include **Invoice Processing** or **Quotes/Estimates**. Instead, the product offers other important billing features such as **Online Invoicing** (**51%**), **Invoice History** (**44%**), and **Payment Processing** (**52%**). These features help teams manage digital billing, track past invoices, and collect payments more efficiently, helping businesses maintain cash flow and keep billing records organized. Invoice Creation 1.0 (1) 300.00% of 1 reviewers that rated this feature as important or highly important Create invoices from scratch or have recurring invoices Online Invoicing 2.0 (2) 150.00% of 2 reviewers that rated this feature as important or highly important Create, send, and view electronic invoices Invoice History 1.0 (1) 300.00% of 1 reviewers that rated this feature as important or highly important Store and view prior invoices for each account/client Payment Processing 1.0 (2) 150.00% of 2 reviewers that rated this feature as important or highly important Accept, record, and reconcile financial transactions Document Management 3.6 (9) 77.78% of 9 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Workflow Management 3.7 (9) 77.78% of 9 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks OfficeTools 48 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Billing Portal: Gateway through which end users can view past bills and pay current invoices - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contingency Billing: Business model where clients pay their lawyer a fee only if the case is won/settled successfully - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Invoices: Invoices that can be tailored according to company's branding, payment terms and personalized information - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Email Management: Manage, store and organize emails within the system or via third-party apps - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Accountants: Software specialized for accountants and accounting firms - For CPA Firms: Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals - For Tax Practices: Designed for tax practices - Hourly Billing: Business model that charges based on the amount of time spent on an hourly basis - Invoice Creation: Create invoices from scratch or have recurring invoices - Invoice History: Store and view prior invoices for each account/client - Mobile Payments: Clients can submit payments via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Online Invoicing: Create, send, and view electronic invoices - Online Payments: Accept and process online payment transactions - Payment Processing: Accept, record, and reconcile financial transactions - Project Accounting: Manage and track financials on a project-to-project basis - Project Billing: Business model that bills clients an amount based on the project/task/job performed - Project Time Tracking: Measure time to completion or hours worked for projects - Project Tracking: Monitor the progress of projects from start to finish - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Staff Management: Schedule shifts for staff/employees, track hours worked, and manage staff payroll - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Timesheet Management: Track the amount of time spent on a job or task - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.9 (195) 3.9 Based on 195 reviews ## Pricing Value for money 3.7 (175) Free Trial [View pricing plan details](https://www.capterra.com/p/165549/OfficeTools/pricing/) OfficeTools WorkSpace Contact Vendor for Pricing It includes: - Client Billing Rate - Client Types - Customizable Fields - Import Clients From Excel - Predefined Invoice Templates - Set Appointment Availability and Custom Invoice Template - Unlimited Contacts Value for money 3.7 (175) 3.7 Based on 175 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.8 (178) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.8 (178) 3.8 Based on 178 reviews ## User reviews Overall rating 4.1 Based on 196 reviews Filter by rating 5(84) 4(67) 3(23) 2(15) 1(7) Mentioned topic Sorted by most recent CF Carlos F. Academic Computing Specialist Information Technology and Services ### "Built in OfficeTools" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 October 21, 2024 Overall this product has been great for our company. OfficeTools integrates with popular tax software, improving data flow and reducing manual entry, which helps mitigate errors. Pros OfficeTools software offers a range of benefits tailored to accounting and tax professionals, making it a comprehensive practice management solution. It consolidates client information, documents, billing, and workflow into a single platform, reducing the need for multiple software tools. Cons The only con about this product is the cost. The cost of implementation, training, and ongoing subscription fees may add up, especially for businesses that don't need all of the features. Switched from [Karbon](https://www.capterra.com/p/156181/Karbon/) Karbon is a great product but far more expensive than OfficeTools. For the features and processes that are needed in our department, it made more sense to go with OfficeTools Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 24, 2024 Carlos, thank you for sharing your experience working with OfficeTools. We love to hear from happy customers like you. DL dan L. pres Accounting ### "Product has gone downhill fast - no support" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 April 30, 2024 used for over 10 years. product is not supported by abacus (or caret). if you have a question or problem, you get foreign tech support you cannot understand. now, 90% of the time they tell you it is a training issue! Pros all in one crm that linked with lacerte tax software. Cons support! functions offered when purchased are no longer supported. lacerte link, crexendo (voip) link. link with microsoft exchange is only work sometimes. their merchant services are terrible. document management is terrible. portal is a joke. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 3, 2024 Hi Dan, we're very sorry to hear that your experience with OfficeTools is not living up to your expectations. We will be sure to pass along this feedback to our team and use it to continuously improve our support services. AN Anonymous User Voice over artist Arts and Crafts ### "All in one all time " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 28, 2023 Very nice experience Pros Perfect system avaliable in-between your hand Cons High speed in work and high rang achievement Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 5, 2023 Thank you for your review of OfficeTools! We appreciate the feedback and love hearing from happy customers like you. AM Abdelrahman M. CEO Computer Hardware ### "Mostly helpful " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 12, 2023 Pros The working get more easier than before Cons Every thing is different than others It could be helpful Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor November 30, 2023 Abdelrahman, thank you for sharing your experience working with OfficeTools! We're happy to hear that the platform has made it easier to get work done at your firm. Naima D. Data analyst Computer Software ### "A review of office tools for corporate accounting practice" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 17, 2023 Pros Ease of use and keeping up with the company's work Cons There are no negatives affecting the level of work Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 19, 2023 Thank you, Naima, for taking the time to share your experience working with OfficeTools. We love hearing from happy customers like you! AT Alessio T. Proprietario Computer Software ### "Office tools 2023" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 May 4, 2023 L'esperienza è senzaltro buona Pros Come fai a non usare Mircosoft Office....its impossible...con tutte le critiche che possiamo fargli è il top comunque Cons Sono molto affezzionato alla versione del 2000 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 19, 2023 Alessio, thank you for taking the time to leave a review of OfficeTools. We really appreciate it. JP Jeff P. Principal Accounting ### "The contract is awful. It's VD. Easy to get and difficult to get rid of." 1.0 Overall Rating 1.0 1.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 March 18, 2023 Pros It indexed documents and had some integration with Lacerte, the tax prep product we were using. Cons The contract is very one sided. Watch out!! You can only cancel during certain renewal periods and it automatically renews, even at higher prices. These people are stealing! And they think they are clever by writing such a bad contract. Everyone should know to stay away from these kinds of bad business people. They display a complete lack of integrity. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor April 7, 2023 We're really sorry to hear you didn't have a good experience with OfficeTools. We'd love to help you specifically with the issues you're facing. Please reach out to our support team at support@getcaret.com and we'd be happy to speak with you further to resolve this issue. AP Amber P. Real estate agent Real Estate ### "Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 December 24, 2022 Pros What I liked most was the organization of the app Cons Honestly, not much I disliked about the app. It just wasn't what I was looking for right now Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor January 17, 2023 Hi, Amber. Thank you for sharing your feedback. Please feel free to reach out to our team if you'd like to continue having conversations regarding what's new with OfficeTools. EH emmanuel H. manager Medical Devices ### "officetools" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 4/10 December 7, 2022 Pros it is pretty useful for billing customers Cons i was using another software for billing and this one doesn't work better of the one i was using Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MK Moaaz K. Engineering Computer Software ### "Office Tools" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 4, 2022 Pros Ease of dealing with the program and also the speed of response Cons The price of purchasing packages is very high compared to the price of the dollar in my country. There is a very big difference Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/165549/OfficeTools/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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