--- 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" publication_date: "2026-10-19" --- # OfficeTools Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 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. [4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting Price Contact vendor Starting Price $22 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.7 (195) Ease Of Use 4.5 (286) Value For Money 3.7 (175) Value For Money 4.2 (262) Customer Service 3.8 (178) Customer Service 4.5 (268) ## OfficeTools alternatives [3.8 (61)](https://www.capterra.com/p/147972/Mango-Billing/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 67% of reviewers rated it above 4 stars [4.2 (2,086)](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 [4.8 (131)](https://www.capterra.com/p/134106/Striven/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.6 (167)](https://www.capterra.com/p/235606/TPS-Cloud-Axis/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% 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 fragmented practice-management workflows by bringing client records, documents, calls, emails, project assignments, due dates, time entries, billing, and schedules into one workspace. Accounting and tax firms, bookkeepers, and CPA teams use it to track file progress, hand work between staff, capture billable hours, monitor receivables, and prevent missed deadlines. Answer based on 138 reviews Overview ### Which roles and teams benefit most from OfficeTools? OfficeTools is most used by accounting firm owners, partners, presidents, and executives who oversee client work, staffing, and business operations. Accountants, CPAs, bookkeepers, and tax staff manage recurring tasks and deadlines, while office managers, firm administrators, and executive assistants coordinate workflows, documents, and internal schedules. Answer based on 195 reviews Overview ### What company size and industries is OfficeTools built for? OfficeTools is for small accounting and tax practices, with 93% of reviewers from small businesses and 83% in accounting. It also serves enterprise organizations (6%), financial services firms (3%), and computer software companies (2%). Its most common use case is accounting practice management, reported 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 for accounting firms: client management and document management, project tracking with task assignments and due dates, and time tracking tied to billing and invoicing. It also provides calendar management, client portals, payment processing, and reporting to support workflow, client records, and billable work. Answer based on 68 reviews Integrations ### Which third-party tools and platforms does OfficeTools integrate with? OfficeTools integrates with Microsoft Outlook, Lacerte Tax, QuickBooks Online Advanced, Microsoft Excel, Microsoft Word, and APX e-Invoicing. Reviewer feedback specifically confirms Outlook, Lacerte, and QuickBooks connections, including email and calendar synchronization, client communication capture, and accounting workflow links. Answer based on 26 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. Reviewers report that new staff can learn everyday data entry and core workflows quickly, while administrators and teams configuring reports, projects, and firm-wide procedures need more time. Several users recommend phased implementation and hands-on training, noting that some resources may not cover every scenario. 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, knowledge base, phone support, and 24/7 live representative assistance. User experiences are mixed: some describe helpful, patient staff and quick issue resolution, while others report long waits, delayed callbacks, difficulty reaching live support, and unresolved technical problems. Answer based on 59 reviews Security ### How does OfficeTools handle data security and access control? OfficeTools uses a secure client portal for sending and receiving documents, secure e-signatures, password-based access, and file activity tracking. Reviewers also report limitations: the server-based document management system may lack adequate file security, portal access can be cumbersome, and one reviewer cited an improperly secured email relay incident. Answer based on 10 reviews Project tracking ### How well does OfficeTools track projects and deadlines? OfficeTools helps accounting and tax teams track project status, assignments, due dates, time, and workflow steps in one place. Users value clearer workload visibility, reminders, and handoffs between staff, though some find project editing slower than expected and want more visual Kanban-style boards, flexible status labels, and easier step skipping. 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 Counts reflect reviews available in this feed. 5(84) 4(67) 3(23) 2(15) 1(7) Mentioned topic Recent reviews first, then most helpful RE Reviewer Owner Used the software for: 3-5 years ### "Long term Office Tools User!" 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 October 29, 2018 We have been using Office Tools for 12 years now. I cannot imagine how we functioned without it before and would not want to go back to those days. It is a very affordable and very comprehensive product. Also, it is very easy to implement and use. Our need to get support has been rare. Without hesitation, I recommend Office Tools! Pros Everything in one place! We have our scheduling, project and deadline management, phone call tracking, time-keeping and billing, and document management all in one place. Cons There really is nothing that I don't like about Office Tools. We did try out their client portal a few years ago, and we went to Sharefile to get some added features. But, we are going to go back to try the Office Tools client portal again before the end of the year. I am hopeful it will be a great change for us. 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. LaFonda M. Owner Used the software for: 1-3 years ### "Really helps keep our office organized and know exactly where, when, what and why!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 October 18, 2017 We are much more organized and spend much less time trying to be organized. It has saved us time which in turn saves us money. Pros We love that it integrates with our Office365, that we can easily upload docs to a secure portal, get esignatures for a very low price and that it keeps track of who last touched the "file". Very impressed with being able to send email templates to clients with information we are constantly repeating, which saves an enormous amount of time. Cons For an excellent program, you have to put a TON of time in getting it set up. Garbage in Garbage out means you need to have a plan. It would be nice if there was a planning tool to help guide you throught the set up process. The one hour video isn't terribly helpful. An excel spreadsheet would be wonderful, if you do this, you need to do thus kind of thing. 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. Verified Reviewer Partner Used the software for: 3-5 years ### "Misleading Sales Information and Poor Support" 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 April 20, 2022 OfficeTools Workspace is almost a hit if they could get the back end programing right. The slowness of the product, features breaking all the time, and the poor response time of support make this a hard pass. Sales also sold us on several features that was confirmed by tier 1 support only to find out after signing the contract that those features are not possible. After working with support for over 1 year to fix issues, we asked to be let out of contract only to be told we need to submit a formal complaint and they get 30 days to fix the issue. Unless you like wasting time with support, look elsewhere. Pros Love that this product marries time tracking, project management, document management, and billing in one software. Cons Desktop program is built on an old 32 bit sql server which makes the program really slow if you have more than 2 people using it at the same time. The integrated APX payment feature is a plus if it would work. They decided to do maintenance on the product during the last two weeks of tax season, we couldn't run payments for a day. Payment system is also hiding payments, so we cannot tell which clients have paid. Support has been working on this for two months with no end in sight. 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. RE Reviewer Office Manager / Accounting Executive/Quickbooks Pro Advisor Used the software for: 3-5 years ### "I have had an amazing experience using 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 October 18, 2017 See my survey Pros The record keeping itself is worth its weight in gold. Having one software that lets you store and organize files, create and follow projects, time keeping and billing as well as schedules. I totally have become solely dependent on this one program to enable me to complete days of work into several hours. Customer support is the best. They taught me and helped me without judgement!! Cons Need it to be cloud based for easier use anywhere work takes me. Pricing is a bit high for smaller clients. I would like to have all of our accounting clients using this product. I also wish the big Vegas Show was on East Coast as well. 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. RE Reviewer Designated Hitter Used the software for: 1-3 years ### "Number and Data tools for good" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 October 9, 2018 Pros This tool helps me to keep my daily accounting and numbers data practice run on time with so many different features like Clients time tracking, scheduling, processing signatures, mass data sharing, and easily get control on data sharing. In long term it helps us to show that where we are standing when seeing our tax returns at the end of year. Also have a good metrics in terms of dollars of where and how we are spending every day. Cons Lots of functions are not used by our company. So they should give an option to the company of what tools will be used based on that payment should be decided. - Canon Scanners (We don't use canon scanners) - Portal not the way we want to organize it or modify it 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. Bessy V. Immigration Court Interpretrer Used the software for: 3-5 years ### "Do Yourself a Favor and Avoid this Software" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 1/10 January 21, 2019 I don't recommend them. Poor customer service, no resolution to issues. Pros In the beginning, this software was great. Great user-friendly product, had some shortcomings with projects and tasks, but it was workable. Cons It has some major glitches they take no responsibility for. We lost like a hundred clients' information. All documents. Office Tools blamed it on us. They said that we had used all caps for the names of the clients, (which they never advised us on) and that had caused the software to malfunction. Customer service and management made no effort to correct the situation. They just wiped their hands clean by saying it was out mistake. 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. RE Reviewer Owner Used the software for: Less than 1 year ### "High Expectations, Low Results" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 October 24, 2017 None. Pros When the product worked (and yes, I said "when") it was sleek and efficient and brought the management of several key elements of our practice under one integrated tool. Cons The product was incredibly buggy, it typically took at least a day to get connected with anyone in Tech Support (and 24-36 hours can feel like a lifetime during tax season!) and then the "fix" frequently didn't work. We had the same issues come up again and again, we would implement the proposed solution, only to have it not work. We spent thousands of dollars having our own IT firm work in conjuncture with their tech support people, and lost thousands of dollars of productivity. Worst of all, management (and yes, we escalated our issues up the chain of command) seemed utterly indifferent to our issues, seeming to believe our problems were "User Error" - despite the fact that ~everyone~ in our company was dealing with the same issues, and that we were using several other specialized applications with zero difficulty. This was a terrible experience, and I would caution anyone against using it. There are better, cheaper options in the market, sold by companies that stand behind their product and value their customers. 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. Katie H. Tax Accountant Used the software for: Less than 1 year ### "The Practice Management we have been searching for!" 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 October 18, 2017 The amount of information this product can provide has been a powerful tool for our firm. It has significantly reduced the amount of time it takes to setup new clients because we have been able to reduce the amount of software our company uses. It also is a time saving tool with the automatic email and text appointment reminders. Pros We love that is a one stop shop for all of our practice management needs. We have been able to reduce the number of programs our company uses because of this. The software is also incredibly easy to navigate. The team at OfficeTools is great if we ever have an issue that we can not resolve ourselves or with the online support. Cons The only con we have found with this software is with some of the reports we want to see, it doesn't appear the program can produce. Luckily, there are workarounds for this. 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. RE Reviewer President Used the software for: 3-5 years ### "Great software, could use some improvements" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 31, 2017 Having all my firms client info in one place. Being able to track projects through the office. Pros I like having everything tied together, having all a single client's info in one place, being able to link related clients, have all notes in one place, etc. Cons There are some bugs, it's also a very hefty program so it sometimes runs slow on our aging server. Also it's pretty complex to learn and some features are counterintuitive. 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. RE Reviewer Owner Used the software for: 3-5 years ### "Workflow that works for us!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 December 14, 2018 Excellent -- we rely on it to keep our systems working. It offers a lot of functionality including communication among the office and ease of retrieving prior information. Pros We appreciate the ability to have one software that provides so much utility -- Contact info, Notes, Documents, Projects, Calls, etc Cons There is a learning curve on how to use the software fully. And the reports are a bit difficult to decipher. 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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