--- 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 September 16, 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 organization Unresponsive and inconsistent support Frequent glitches and performance problems Contact vendor for pricing Free trial available Free version not included 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://www.g2.com/products/officetools-by-caret/claim_requests/new?auto=true) ## 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 (1,483)](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 (26,623) Value For Money 3.7 (175) Value For Money 4.4 (20,462) Customer Service 3.8 (178) Customer Service 4.6 (20,720) ## OfficeTools alternatives [4.4 (3,325)](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 (2,069)](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 [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 Highest Rated [4.7 (1,746)](https://www.capterra.com/p/105428/Clio/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% 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, missed deadlines, and manual status chasing by centralizing documents, notes, schedules, projects, and invoices in one system. Accounting firms, CPAs, tax practices, bookkeepers, and office managers benefit most from clearer task ownership, faster client lookup, and better team visibility. Answer based on 98 reviews Overview ### Which roles and teams benefit most from OfficeTools? OfficeTools is most used by accounting firm leaders, office managers, and finance staff who need to run client service operations efficiently. Owners, presidents, partners, and CEOs use it for workflow visibility and firm oversight, while accountants, bookkeepers, and administrative teams manage tax work, deadlines, documents, and day-to-day practice operations. Answer based on 195 reviews Overview ### What company size and industries is OfficeTools built for? OfficeTools serves accounting and tax professionals, primarily small businesses at 93% of reviewers and especially accounting firms at 83%. It also appears with enterprise teams at 6%, plus financial services at 3% and computer software at 2%. A common fit is accounting practice management, used by 39% of reviewers. Answer based on 196 reviews Features and Usability ### What are the key features of OfficeTools? OfficeTools includes core practice management features such as billing and invoicing, project tracking, time tracking and timesheets, client management, and document management. Its differentiating capabilities include a client portal, shared calendar scheduling, reminders, and workflow tools that connect tasks, deadlines, notes, and client records in one system. 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, APX e-Invoicing, Microsoft Excel, Microsoft Word, and QuickBooks Online Advanced. Reviewer mentions center on Outlook, Lacerte, and QuickBooks, while the catalog also shows support for Microsoft productivity tools and accounting or invoicing platforms. 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 basic daily tasks quickly, especially in firms with internal trainers, but admins and teams setting up workflows, reports, or integrations usually need more time. Reviewers describe a clear learning curve and mixed experiences with training depth, consistency, and cost. 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 24/7 live representatives. Users describe support as mixed: some report helpful, patient staff and quick resolutions, while others cite long waits, delayed callbacks, limited morning availability for East Coast teams, inconsistent follow-up, and unresolved technical issues. Answer based on 59 reviews Security ### How does OfficeTools handle data security and access control? OfficeTools uses a secure client portal to deliver and receive documents, supports secure e-signatures, tracks who last touched a file, and integrates with Office 365. Reviewers also note limits: the portal can be cumbersome, password recovery can be an issue, and some want stronger document encryption and better data-file security. Answer based on 10 reviews Project tracking ### How well does OfficeTools handle project tracking? OfficeTools keeps projects organized with status tracking, due dates, assignments, and workflow visibility across client work. Accounting firms, tax teams, and solo practitioners often rely on it to monitor progress, time, and handoffs, though some users find project editing less intuitive and want a more visual board-style view. 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 Some users comment customer support is difficult to reach, slow to resolve problems, and often unhelpful. Centralized client data organization 92% positive reviews out of 25 Most users report client information management simplifies access, keeping all client data, documents, and history together. Frequent glitches and performance problems 90% negative reviews out of 29 Most reviewers find bugs and issues disrupt daily use, causing slowdowns, freezing, and unreliable features. ## Features AI summary Based on 16,388 Billing and Invoicing reviews Capterra reviewers highlight these as the features buyers care about most when choosing billing and invoicing software: - **Invoice Processing** (**53%** of reviewers rated this feature as critical) - **Invoice Creation** (**55%**) - **Quotes/Estimates** (**55%**) OfficeTools includes **Invoice Creation**, but it does not offer **Invoice Processing** or **Quotes/Estimates**. Instead, it provides other important billing and invoicing features, including **Online Invoicing** (**51%**), **Invoice History** (**44%**), and **Payment Processing** (**52%**). These features help businesses send bills digitally, track past transactions, and collect payments more efficiently, helping teams stay organized and maintain steady cash flow. 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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