# Page 5 | OfficeTools Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of OfficeTools ## Showing most helpful reviews Showing 101-125 of 196 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use YM Yitzchok M. Principal Used the software for: 2+ years ### "Great product for accounting professionals." October 17, 2017 5.0 Pros This program is a great program for any accounting office that has challenges in the time tracking and billing areas. The program is setup to track every minute that can be billed. Cons Two issues we found with the program. 1. The program uses a lot of memory thereby slowing the overall speed of the computer. 2. The user interface should be improved. Some of the features are too complicated. Review Source ER Elaine R. Executive Assistant Accounting Used the software for: 1-2 years ### "Great product; great value" October 17, 2017 4.0 Pros This product is made easier to justify as it links daily productivity to QuickBooks and Outlook. Invoicing through Office Tools is quick and relatively simple. All client information is held in one location/application. No need to open multiple windows to gather details and statistics on projects and/or clients. Cons There are a few bugs when receiving retainers and then not applying retainers to invoices to specific clients. Also need a way to be able to send invoices to clients with copies to "relationships" other than doing it manually. Review Source LC Leslie C. President Accounting Used the software for: 2+ years ### "Long time user. Couldn't imagine a day without Office Tools" August 2, 2017 5.0 Great Practice Management resource. Everything in one place and syncs with my other software programs. When I first signed on years ago and they went to a new platform, there was some growing pains, but none since. Pros Connects your business all in one place. Great Customer Support. Great yearly conference. Great value for your money. Cons Review Source Response from CARET August 2, 2017 We are greatly pleased to receive your feedback and thank you for sharing. We hope to see you at next year's conference! DC DeeAnn C. Owner Financial Services Used the software for: 2+ years ### "It is fabulous to have all my clients files at the touch of a button." October 17, 2017 5.0 being more efficient Pros Having all my clients information in one place. Being able to see the status of a project and who is working on it. Having a to do list and being able to see staff members lists. I love the ease of adding a document to Office Tools. Cons The portal to transfer files was cumbersome and expensive. I would have to resend links for clients to receive the documents. Review Source ES Elaine S. Administration Accounting Used the software for: 2+ years ### "This software is easy to use, easy to train others on." October 23, 2017 5.0 It serves so many purposes for our CPA firm, and all in one package. It has been our bible for over 8 years. Pros The software is intuitive & handles so many functions necessary to the CPA profession: time sheets, project management, document management, billing, schedules, QB sync, etc. And we use it all. Cons Occasionally we have glitches when a new update comes out, but the OT tech team is very responsive. Review Source mB marilyn B. President Accounting Used the software for: 2+ years ### "Way better than our 20 year use of Timeslips! This is a fantastic project for billing & project mgt" October 23, 2017 5.0 Increased efficiency and ability to bill quickly. Pros Easy to prepare invoices in many different formats. Great reports. The staff utilization report is great and helps understand the profitability of each employee. Cons sometimes it is hard to understand the reports and where the numbers are coming from. There are a lot of reports and we need more training in the use of the reports. Review Source KM Karen M. Manager Accounting Used the software for: 2+ years ### "Great way to keep track of what projects my staff and I need are working on." October 30, 2017 5.0 track my staff, track my workload Pros Staff time linked spent linked to the projects they are working on. This way I can analysis the best use of my staff time. This tracks their hours, which I use to pay them. Cons it seems expensive for a small accounting firm like mine, however, other programs have way too many options that I would not use and a much larger price tag. Review Source JR Jessica R. Senior Staff Accountant Accounting Used the software for: 1-2 years ### "Great product and a necessity for firm efficiency " October 17, 2017 4.0 Productivity reports and being able to track time to a project with comparability Pros Our firm really enjoys the time and billing function that is integrated with the workflow. These two imperative parts to practice management are seamlessly blended in OfficeTools eliminating the need for two systems. We love the reporting options and the ability to use parameters to obtain the information we need without any legwork. Cons In order to use all the functions properly, you would need a full time staffer dedicated to office tools. Review Source AZ Aubrey Z. Director of Accounting Accounting Used the software for: 2+ years ### "I use it daily to track time and customer information and billing." July 10, 2018 4.0 Pros I love the information storage with notes. I keep everything including procedures in OT. I am able to leave notes for junior accountants for future tasks. Now I use reports to keep a watch on juniors time on projects. Cons I don't find it easily usable for editing projects and tracking projects. I work quickly and have to slow down to update projects. Review Source EC Erin C. Office Manager Accounting Used the software for: 2+ years ### "Office Tools is great for what it does, but the program has a lot of glitches." October 17, 2017 3.0 Having everything in one place. Pros I really love how interconnected everything is; it really makes it easy to see what is going on with a client all in one place. Cons When it does not work. Sometimes a task will get dropped and we frequently have issues with Outlook sync. Due to this, we are afraid to try some of the other connections - like QuickBooks. Review Source JB Jonathan B. Tax Manage Accounting Used the software for: 2+ years ### "Great Program" October 24, 2018 5.0 Pros We love the contact's feature, Notes, and the project management. The Client portal has also been a huge hit with our clients as it is very easy for them to use and understand. Cons It does take a bit to set up. I can't attest to their support in terms of helping as we originally started using the software before Abacus Purchased them. Review Source MD Marlene D. Office Manager Accounting Used the software for: 6-12 months ### "Office Tools Pros and Cons" October 23, 2018 4.0 Being introduced to a new software always feels intimidating, but it is fairly easy to use and get the hang of. If I ever have questions, someone at Office Tools will answer my question(s) and explain to me what the best/easiest option would be. Pros I appreciate that everything is in one spot. Office Tools allows us has client information/documents, billing, calendar, project management and more all in one area which makes it easier than going back and forth between different software. Cons I wish that it would be a little bit easier to run reports. It would be nice if Office Tools had had more options to filter our data while running these reports, but it is still a nice feature that they provide. Review Source AF Abraham F. Owner Accounting Used the software for: 2+ years ### "Great product. It was a real turning point for my firm." October 27, 2017 5.0 Pros The office tools software package has a great document folder system and an excellent time billing program. Cons The project and workflow is a bit overwhelming. I went to two seminars and used a few hours of support and still cannot implement the use of programs. It might be due to the high volume of small projects that my firm has. Review Source LE Leilani E. Manager Accounting Used the software for: 2+ years ### "Wonderful product" October 17, 2017 5.0 Time saving in so many ways!!!! Pros Project tracking and assignments and not missing due dates. Activity list is very helpful for all employees to manage their clients and time better Cons When the portal is used, it is based on email instead of username. Once they program is updated, if the feature is changed we will consider using it. Review Source KC Karla C. Administrative Assistant Accounting Used the software for: 2+ years ### "OT is awesome " October 5, 2018 5.0 Having a "full service" practice management system has saved us so much time. Time entry and billing is awesome, as well as tracking files. It's our daily goto system Pros The ease of use and the functionality it brings to our office is fantastic. Customer support is great too. Cons Wish the client contact page had an important notes section for critical information. Review Source TW Tyler W. Senior Tax & Audit Staff, Executive Administrator Used the software for: 6-12 months ### "OfficeTools has really helped streamline the status tracking of our Firm's projects." October 23, 2017 5.0 Pros Interface is quite easy to learn and use. Even our least tech savvy employee has enjoyed utilizing the program. I also like the versatility offered within many of the program's functions. If we need something done a very specific way, I'm almost always able to find a feature or option that makes it possible. Cons I wish program updates were automatically downloaded with an installation prompt provided to the administrator. Soft releases left me behind on three updates (2 workstation / 1 - server). It was a hassle playing catch-up. In addition, I feel reports should allow for the sorting of projects by the Alias field. Review Source DB David B. Owner Used the software for: 2+ years ### "Support has been difficult to get contact with or things finished" October 17, 2017 4.0 Time and Billing Pros It is exceptional in tracking time and write ups and downs, it is made for accountants. I does track expenses and notes on clients files Cons Having to call to the USA, they will not call you as they block the phone number they are calling from. Add in for linking with QB charges, Linking with Office, Charges Review Source JS Jana S. Office Manager Accounting Used the software for: 2+ years ### "This program is a good addition to a small office." October 27, 2017 3.0 The scheduling and the to do list is great. Pros The "scheduling" and the "to do" functions are great. Customer service is helpful in assisting with questions. Cons The software is not easy to figure out on your own and although I am sure there are a number of things within the software that are ideal to use, it is not user-friendly. Review Source WW Walter W. Shareholder Used the software for: 2+ years ### "Tough to get used to in the beginning. Now we can't live without it." October 23, 2017 5.0 Structure and Organization of day-to-day operations. Pros Great functionality. We have successfully used all the different pieces with exception to billing which we have not been using at this time. Portal is excellent. Cons Had issues with the Outlook/OTP integrations. Still have a learning curve with Project completions. Review Source DH Dean H. President Used the software for: 2+ years ### "Very good customer support. They need to add features to improve the usability of the program." October 23, 2017 4.0 Pros Task management and CRM functions. Customized reporting is also easy to use. I like being able to email invoicing but the program need a default AP email feature. Cons Billing process could be improved. System needs some minor features to make it easier to use. Like adding an AP default email address, etc. Review Source GG Gloria G. Receptionist Accounting Used the software for: 2+ years ### "Highly Recommend " August 30, 2018 5.0 Office Tools representatives are very helpful and provide us with excellent service and support. Pros Office Tools is easy to use. The software is quick and easy to input data and to store documents. I learned to use the software in one day. Cons I don't have any complaints, their staff has assisted me and they are quick to respond. Review Source KH Karen H. Office Manager Accounting Used the software for: 2+ years ### "Review of Office Tools" October 16, 2018 4.0 It has been very helpful in making sure everything get done on time, which in this business is extremely important. Pros It is easy to follow a project from start to finish. Always know where you are at in the process and who is doing what. Cons I'm sure it's a setting thing, but not every assignment shows up in someone activity list. Review Source DS David S. CEO Accounting Used the software for: 1-2 years ### "I like having our document imaging and billing all in the same client file" October 23, 2017 4.0 ease of use. consolidation of office procedures that used to be handled by at least 2 pieces of software Pros I like having our document imaging and billing all in the same client file. The drag and drop features are great Cons I wish we could drag and drop the appts within the external calendar view. Encrypted or some time of security for the imaged docs would be good. The report "Writing" features could be enhanced. There are some reports that I use which are difficult to produce Review Source CR Cheryl R. Owner Accounting Used the software for: 6-12 months ### "Task and Billing Software" May 5, 2020 4.0 Pros We like that when you set up a task you can complete your portion and then assign it to the next person. You have the ability to track the project without having to have it clutter up your to do list. Cons Tracking time to a project could be easier. The mobile app is not as easy as I had hoped to use. The font size is very small and can't be adjusted. Review Source PJ PATRICIA J. ADMINISTRATIVE ASSISTANT Accounting Used the software for: 1-2 years ### "OFFICE TOOLS - ACCOUNTING OFFICE" October 2, 2018 4.0 I'VE HAD A VERY POSITIVE EXPERIENCE WITH OFFICE TOOLS AS STATED ABOVE, I CAN DO MULTIPLE THINGS WITHIN THE SAME APPLICATION. IT MAKES FOR AN EASIER WORK DAY AND THE ENTIRE STAFF CAN ALWAYS FIND WHAT THEY ARE LOOKING FOR WITH THE LEAST AMOUNT OF FRUSTRATION. Pros THERE ARE MULTIPLE FEATURES: SCHEDULING, CLIENT INFORMATION, TIME SHEETS AND HOUSING SCANNED DOCUMENTS. Cons THERE WASN'T REALLY ANYTHING I DIDN'T LIKE ABOUT THE SOFTWARE. IT WAS MORE THE MANNER IN WHICH IS WAS BEING USED IN THE OFFICE WHERE I WORK. Review Source Similar Products Featured