# Page 4 | OfficeTools Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - Is OfficeTools the right Billing and Invoicing solution for you? Explore 196 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/165549/OfficeTools/reviews --- OfficeTools 4.1 (196) [View alternatives](https://www.capterra.com/p/165549/OfficeTools/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 4 - Reviews of OfficeTools ## Showing most helpful reviews Showing 76-100 of 196 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use jM james M. Owner Accounting Used the software for: 2+ years ### "Loved it now Hate Abacus" October 5, 2018 3.0 It is costing me time and money to dispute with them. Pros good across the board time billing and project managment Cons Abacus, software declined, they called and got new credit card and then our costs went up by four times the rate we were paying without notice. I have a dispute and they would not talk to me about it. I have a dispute into their legal department. I also put in a dispute with my credit card to stop charges as they did not let us know the charges would be more with the new company. If they don't resolve I will go somewhere else even if it cost more. I am very very upset. I would recommend you find another software. Review Source JT Jeffrey T. Managing Partner Accounting Used the software for: 2+ years ### "Very user friendly software, very customizable, excellent customer support, very reasonably priced." August 2, 2017 5.0 Keeps my firm organized through project workflow, keeps track our time and billing, hold all of our client information. Pros The software is very user friendly software, very customizable, very reasonably priced. The customer support is amazing and they are open to feature enhancements. The features I enjoy most are the syncing with QuickBooks, the excel import feature, timers and entering time with ease, activity list keep you organized, project workflow is amazing. Very excited about the web based version coming out at the end of 2017. Cons Needs to link to other tax software other than just Lacerte. Number of reports could be improved but not bad. Review Source DS Daniel S. Owner Accounting Used the software for: 2+ years ### "Overwhelming but the only software that handles our 3 of our major needs all in one place. " October 30, 2017 4.0 Client info, notes and documents are all in one place. Pros It keeps Client info, notes and documents all in one place. It will keep permanent notes on clients plus Cons The dashboard is visually overwhelming. It is really hard to see what you need to do at a glance. Way to many places to enter dates for a project. Overall it is cumbersome to use. Plus you charge us to have people help us understand the overly complicated program. Review Source SS Sarah S. Bookkeeper Accounting Used the software for: 1-2 years ### "Great software for CPA firm to keep organized. " September 19, 2018 5.0 Overall experience has beeen great! We are learning new things every day that we can accomplish with Office Tools and it’s been very beneficial to our growing accounting firm. Pros It does everything from scheduling, time tracking, document organization to project management. All of our clients information is together in once place and every one in our office has access to it. I can see who has worked on which projects, for how long and when they’ve been completed. It also tracks our invoicing and will sync emails to each clients document folder which is super helpful! Cons Access to all of the features can be modified for each employee, however changing it to allow access isn’t very clear and doesn’t give detail on what it allows them access to. Overall great software! Review Source EC Edeler C. Ceo Accounting Used the software for: 2+ years ### "Fantastic program" May 14, 2020 5.0 I love it I use it every day it keeps control of all my work that we have to do it allows me to keep tabs on my staff on their jobs and projects that need to be finished Pros The ability to have the information all in one place documents projects contact information is perfect Cons Easier connection between Quickbooks and outlook with the program back-and-forth interaction Reason for choosing OfficeTools It had everything I needed all in one place Review Source BW Brad W. Partner Accounting Used the software for: 2+ years ### "OT brings together time & billing, project and document management, and client portal all-in-one." October 17, 2017 5.0 This software brought together several tools we were previously using into one seamless interface. The interface is intuitive and easy for people to learn and use. Pros We like that OT combines many tools into one system, including time & billing, project management, document management, and client portal. The system is very easy to use and doesn't require a lot of training for new staff. The interface is modern and the system really works well for our firm of about 40. Cons There are a lot of predefined reports and filters, but we wish there was more customization available, such as a report writer feature. Review Source LR Leticia R. Staff Accountant Accounting Used the software for: 1-2 years ### "Office Tools" October 24, 2018 5.0 Office Tools is a nice data management software. It allows the user to keep track of a time card, which is crucial to a CPA firm. Pros I like the way it allows the user to drag source documents into the data management program. Emails are also easy to drag into. Most documents are easily dragged into the software program with ease. It also allows to keep track of projects and their progress. Nice feature. Cons I wish they had a better way to store the information. Yes there are the filters to bring up certain years and data. However, it would be a better software if the data were stored in folders. Where the folders were named and there reside the documents. They would be out of sight until one needs to search for certain information. Review Source GD Gloria D. Administrative Manager Accounting Used the software for: 2+ years ### "Overall great practice management." October 23, 2017 4.0 It has streamlined our document management and simplified the need for multiple programs to manage the workflow. Pros I love the convenience of having my contact information, billing history, client data and records all within the same program. It definitely helps maintain a smooth workflow. Cons This software still has many limits. Multi-tasking is very difficult because you have to constantly change contacts and screens. The report functions are not very robust. I would really like to see Crystal Reports built into OT so that I could truly customize my reports, letters, and invoices. Review Source JB Jon B. Owner Accounting Used the software for: 2+ years ### "Updated review" February 11, 2020 2.0 The company does not care about its users. They acquired this product from the founder and once the sale went through, service and support plummeted. Plus they required a 3 year contract and now I understand why. Otherwise, they probably would have had users leaving them in droves. Pros The scheduling and project tracking tools. Also time tracking. Cons Buggy. Not a day goes by without issues. Review Source MA Michele A. CPA/Owner Accounting Used the software for: 2+ years ### "support has been great, pretty easy to use" October 23, 2017 4.0 tracks my employees time so I know how much to bill my clients. I use it as my billing program and to keep track of employees time to I know what their hours are each week Pros the information is very accessible. the program is pretty easy to use. has reports that are very helpful and I don't think I use the program to its fullest potential Cons when an update goes through we seem to have a glitch and when we go into the program it says we are already logged in so we aren't allowed. We have to go in on another user and switch something to be allowed access. Review Source JV Jon V. Accountant Accounting Used the software for: 2+ years ### "Overall the program works well. " October 23, 2017 4.0 Pros Project tracking and shared calenders Cons Users must have admin control over calendars to view them. It seems users need admin control to do just about anything if it involves other users. We sometimes hire temps. We need them to view the calendar and contacts but we don't trust them to edit them. We have had a number of appointments moved by mistake. We aren't notified about updated until we call in with a problem and are then told they will send us the update. Why aren't the updates pushed out? Review Source AG Angel G. Senior Technician Accounting Used the software for: 2+ years ### "The program is very Versatile, whether its for a small company or a big one" August 2, 2017 5.0 Detailed organization of all of our clients. Pros Client reports, Scheduling and time sheets. It is really helpful being able to pull billing reports and other fully customizable reports. Cons The only down side is that sometimes the integrations need to pushed manually. This applies to demand force and the Office tools portal. Review Source DD Doug D. Accountant Used the software for: 2+ years ### "Good one stop software for an accounting firm tracking time with decent reports." October 17, 2017 3.0 Pros Time tracking is great. The project and assignment system is a great way to organize and maintain accounting and tax clients with multiple employees. Central location for all clients, information and documents. Syncs with Lacerte tax software. We also do all invoicing through the software. Cons Hasn't been updated in a long time with no new features in two years. Desktop based and they are not building a web product. Does not sync with QuickBooks Online. This is not leading edge software. Review Source SH Stacy H. Manager Used the software for: 2+ years ### "Exponentially Increased Productivity !" October 18, 2017 5.0 Pros The ability to record client contact. Having client documents at your fingertips. No more paper files to haul around. Office staff can check on the progress of a clients tax return just by looking for their name. Notes about missing documents needed to complete a tax return are right there so anyone can pick up where someone else left off. Cons Could have better client reporting options. Maybe a way to bypass steps in the project to jump ahead without doing each step individually. Review Source JD Julie D. Bookkeeper Accounting Used the software for: 1-2 years ### "Still Learning All Possible Uses" October 18, 2018 5.0 This program has helped me organize my week and prevented missing deadlines. Pros I like the monthly schedule because I can take a look at one page and see what I have coming up for the week. The only complaint is, I am now entering as appointments and in the past I was able to enter as "to do's" Also, am impressed with the customer service when I had problems with resetting my password. Cons It will take some time to learn all of the possible uses, but like what I have used to date. Do wish there were more training options. We have the assignments set up and I like being able to see what needs to be done but can be overwhelming if you get behind. Review Source SS Steve S. Partner Accounting Used the software for: 2+ years ### "Does what it says, pulls all part of our practice into on common holding spot." October 17, 2017 5.0 The more I use it the more I realize it can help me run my firm better. Pros It can do just about anything - capture time, invoice clients, evaluate staff, send invoices to client, schedule my life. Cons So many features sometimes it is hard to find the one little box you need to check to get it to work optimally. Review Source RP Rebekka P. Operations Manager Used the software for: 2+ years ### "Used to like it but not happy anymore " February 1, 2018 3.0 Pros Easy to use and pleasant interface - enjoy having billing, projects, time, and calendar tracking in the same place Cons Cannot use on hosted environment other than cloud9 (which is awful) Price increases over 50% after purchased by Abacus Several limitations in more complex functions Review Source JB Jo B. CEO Accounting Used the software for: 2+ years ### "Great tool for practice management" July 10, 2018 4.0 Pros Integration with Lacerte Integration with Quickbooks (desktop only) Easier tracking and managing projects Ability to have everything in one place Cons No integration with QBO Reporting engine doesn't have drill down capability Portal can be confusing to clients if not set up properly Review Source JP Jeff P. Principal Accounting Used the software for: 2+ years ### "The contract is awful. It's VD. Easy to get and difficult to get rid of." March 18, 2023 1.0 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 Response from CARET 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. KM Kevin M. CPA Accounting Used the software for: 1-2 years ### "Office Tools is the hub of our firm. " October 17, 2017 5.0 Pros We use it to manage workflow and documents and it does a fantastic job. It has truly allowed us to go paperless with no loss of functionality and confidence that projects do not fall through the cracks. Cons The interface is a little clunky at times and could use a refresh. Also, with so many features there is a bit of a learning curve. It took me a few months to get used to the setting and how I wanted projects and to-dos to appear. Review Source CH Charmayne H. Document Manager Accounting Used the software for: 2+ years ### "One top ap for all your office needs" October 15, 2018 5.0 We use OT the most for billing clients. It does a great job tracking employee hours and allowing the flexibility to change bills. Pros The favorite thing about Office Tools is the to-do list. It helps keep me on task and remembers the important tasks that I need to be sure to remember. Cons The letter writing function is difficult and time consuming. What you see in the letter screen is not always the same format that is printed. It takes a lot of time to save any changes that you make. Review Source CS Catherine S. Owner Accounting Used the software for: 2+ years ### "Comprehensive, seamless, efficient. I love it more all the time. It is a great value. " October 21, 2017 5.0 Increased revenue, better time management, better client and staff metrics. Pros The comprehensive design is delightful. It really does give CRM, time and billing, document management, project tracking, calendar and scheduling, and more that I don't even use yet. Nothing else I have looked at for myself or clients compares. Cons The portal service is a bit cumbersome for our clients sporadic use since the forget their passwords and lose the log in info. Review Source SJ Sandy J. President Accounting Used the software for: 2+ years ### "Great program! Really helped us move our practice to the next level. " August 2, 2017 5.0 Increased revenues. Increased productivity. Increased accuracy. Pros Improved project tracking and time management increased our revenues more than enough to pay for the entire cost of the program. Employees are more productive. Projects and files are easier to find and track. Clients love the portal. Cons Not an overnight learn. Took three months to fully implement. Four years later, we're still learning but definitely worth it. Review Source CB Cheryl B. V.P. Accounting Used the software for: 2+ years ### "Leaving Office Tools immediately. " July 19, 2018 3.0 Pros We had used this software for many years so it was familiar to us and we know how to use it. That is about all I really liked about it....its familiarity. Cons Not Cloud based which in this day and age was a pain. Now that they are part of Abacus it seems like prices have skyrocketed. Went month to month on one product and after 5 months, the price increased again by 50% on that software. Not a fan at all. Review Source SF Socorro F. Administrative Assistant Used the software for: 1-2 years ### "OT WorkSpace version 2017.043 is complex & challenging" October 23, 2017 3.0 Pros Calendar: adding/uploading images to the calendar. Projects: once set-up to our specifications Adding a 'Note' within the Contact Panel Cons Customer 'Chat' Support is extremely long and interrupts my work day when I have to constantly reply a challenge. Initially (Oct-2015) OT & QB did not speak to one another accurately. OT & Lacerte transposed client ssn's and client contact information inaccurately. Not sure if the above mentioned 'glitches' have been corrected. I believe, since 2016, we have not synced OT with QB and/or Lacerte. Too risky. Review Source Similar Products Featured