# Page 7 | OfficeTools Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 7 - 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 7 - Reviews of OfficeTools ## Showing most helpful reviews Showing 151-175 of 196 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JB Jason B. Partner Accounting Used the software for: 6-12 months ### "Good Product but needs additional features" May 11, 2020 4.0 Pros It encompasses all aspects of time & billing, project management, document management, contact management and portal/e-signature. Cons Although this product is great for its many features, ease of use and updates/needed things in certain areas of the program would be very helpful. Review Source MK Moaaz K. Engineering Computer Software Used the software for: I used a free trial ### "Office Tools" December 4, 2022 5.0 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 JW Jeffrey W. President Accounting Used the software for: 1-2 years ### "Without proper training we have used only portion sof the program." October 27, 2017 3.0 Time capture and billing. Pros Capturing time and the billing process. Software works every well with staff input and partner review. Billing process is fairly simple at a basic level. Cons Training was inadequate. Videos don't address many issues. Updates are not advsied until problems occur. Review Source KL Kylle L. President Accounting Used the software for: 1-2 years ### "I couldn't imagine running my practice without this software!" October 23, 2017 4.0 Pros the reporting capabilities are great! I use these on a weekly, monthly and annual basis. It has helped me understand my practice so much deeper than before Cons No QBO automation with regard to the invoicing. Once we converted to QBO, I'm now having to record every invoice twice. Review Source LL Leibish L. President Accounting Used the software for: 1-2 years ### "Great Product!!!" October 8, 2018 5.0 Since I started using Office Tools My workflow is more efficient and I everything in organized! Pros The projects and the time tracking. I have a schedule of what I need to do and I can easily time my work. Cons I can't delete the my contacts easily and I can't have one contact for business and individual. Review Source Naima D. Data analyst Computer Software Used the software for: Less than 6 months ### "A review of office tools for corporate accounting practice" May 17, 2023 5.0 Pros Ease of use and keeping up with the company's work Cons There are no negatives affecting the level of work Review Source Response from CARET 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! SM Sheila M. Office Manager Used the software for: 1-2 years ### "Great concept for a product but it's not user friendly and has lots of bugs" October 17, 2017 3.0 Pros The various way you CAN use it to do certain tasks. I like how there are many things you can do with Office Tools as they are really helpful sounding. Cons How complex it is to use said features. I always have to call and ask for help, nothing is innate in the program, Review Source UV Unathi V. Sales Admin Manager Food Production Used the software for: 6-12 months ### "OfficeTools" June 18, 2022 5.0 Pros This software is very useful, reliable and not expensive. Cons The system is user friendly & easily accessible. Review Source AK Alex K. Operations Manager Accounting Used the software for: 1-2 years ### "Very capable, helps with office management " October 17, 2017 4.0 All inclusive office management program. Pros The workflow of the program and how everything can be done in one program. The billing section was easy to use Cons Portal email was buggy, some features were not working as well, customer service response was slow at times Review Source NM Nickisha M. Accountant Used the software for: 1-2 years ### "Easy to use " January 13, 2018 4.0 Pros It has time keeping, customer data and billing most of what one would require using a management software. Cons Technical support is most times hard to reach which can be a bit frustrating but that's the only issue I've had so far. Review Source VR Verified Reviewer Jonathan D. Lea, CPA and Associates Accounting Used the software for: Less than 6 months ### "Not a very responsive company to practitioner issues. I decided not to continue." October 25, 2017 2.0 Learned what to look for in purchasing this type of software. I need web based software where the vendor does not charge me for training on how to use his software. One that is more simple and flexible for small business. Pros Appears to be very detailed and has all the information. Does capture all information. But it can be overwhelming. Cons Tied to one computer. Not web based. Training cost was very high. I found a competitor that did not charge for training on how to use their product. Too much information and detail for a small firm. Review Source VR Verified Reviewer People Business Partner Marketing and Advertising Used the software for: 6-12 months ### "Can be great with the right support" March 15, 2018 4.0 Pros This is a business management and professional services solution for accounting firms and other practices. It can help with client management, project management, time tracking, billing and invoicing, scheduling and reporting. It helps seeing what tasks I have on and what the status is of them. The calendar is very useful as all users can keep track. Cons You will need training for the system and there is a cost for this. I struggle to get in touch with the support team and so it make's using the system difficult at times. Review Source AD Autumn D. Administrative Staff Accounting Used the software for: 1-2 years ### "Great customer service!" October 18, 2018 5.0 Issues are always solved quickly. Customer service agents are always helpful and friendly. Pros Incredibly user friendly and easy to navigate. Cons The occasional crashing or locking up but it's typically taken care of quickly with easy fixes. Review Source AG Atuhairwe G. Accountant Accounting Used the software for: I used a free trial ### "OfficeTools can be used anywhere, anytime on my Mobile phone app" September 22, 2021 5.0 OfficeTools can be easily accessed and has a client portal with a document management feature which eases work hence highly recommandable Pros OfficeTools can be accessed anywhere, has a client portal with a document management feature and customer service is responsive Cons OfficeTools has limited faults, I didn't get difficulties while using this software and I can recommend it to everyone Review Source DM Debbie M. Office Manager Financial Services Used the software for: Less than 6 months ### "I'm new to this software, but like all the features!" October 17, 2017 5.0 I think when we are using it more fully, we will realize a lot of time saved in our daily tasks, as well as streamlining of our processes. Pros Lots of options! Options in every category. I like that this can be the "hub" of our team. I'm still learning about the program and the various ways we can streamline a lot of our processes with this software. Cons Not so much the software, but the training limitations. Having to purchase the software, purchase for extra users, and purchase training time on top of that. I'm new to this software, so I'm in the online User Guides frequently, but they fall short. I am at a small firm, so I have to budget my time to seek training with Office Tools to make sure I don't over-spend. Review Source JN Jordan N. owner Accounting Used the software for: 6-12 months ### "very frustrating to transition to the system. many technical conflicts." October 27, 2017 3.0 billing and time tracking, easily tracking phone calls Pros the billing and tracking features are very useful. logging phone calls is a very useful feature. support team is very nice. support legitimately wanted to help and resolve issues. Cons implementing the software, working out bugs, still are bugs in the program which slow down use and entering info Review Source MH Michelle H. Owner Used the software for: ### "Customer Support is bad, and training is needed." March 24, 2018 4.0 Pros It helps a lot with client management, time tracking, scheduling and reporting, and billing and invoicing. I like that it shows me my tasks and the status of them. The calendar is also linked with all the users to make scheduling very effective. Cons The system is not user friendly and requires quite a bit of training. However, training costs even more money. The customer support is almost impossible to get in touch with making the system very difficult to use. Review Source DM Debby M. president Accounting Used the software for: 1-2 years ### "Smooth operation" September 21, 2018 5.0 Pros This software is very easy to use. I like that there are a variety of reports Cons I do not like the recurring billing function. Or at least I have not been successful in getting it to work properly. It would be great if it did so I wouldnt have to do my billing through Qbooks Review Source JC James C. Owner Accounting Used the software for: Less than 6 months ### "Once you get past setup you still have a ways to go." May 5, 2020 4.0 Pros once you tune the features it works great Cons Documentation and setup training could use some work. Support is too hard to get to a live person. you are never sure if they work on the accounting software or legal software. it does matter. Alternatives considered [CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/)[Sage Timeslips](https://www.capterra.com/p/114210/Sage-Timeslips/) Reason for choosing OfficeTools used it at my old firm Review Source JC Jim C. Manager Accounting Used the software for: 6-12 months ### "Not user friendly enough!" October 18, 2017 2.0 Able to do detailed billing. Pros Not my choice I was forced to use it by a parent company executive from a larger office than ours. Our office has only 3 chargeable people in it. Cons Difficult to make changes/corrections and there are other softwares that are better suited to our small office purposes! Review Source TR Tara R. Managing Partner Accounting Used the software for: 6-12 months ### "Sorry far the onboarding experience has been very cumbersome." October 23, 2017 4.0 So far none. Working through the set up but it has been so incredibly difficult and we have had no support in the actual set up methodology that we have had a tremendous amount of trial and error. Cons Cumbersome, lack of customization of screens, incredibly difficult to get a straight answer on set up out of anyone in the office. Review Source eT eve T. Audit Manager Accounting Used the software for: Less than 6 months ### "We are are a work in progress. The best thing about OT is having many products all within one." July 27, 2018 4.0 time tracking and billing Pros Time tracking! The time tracking component and billing feature is easy to use, once you get used to it and a real time-saver for our firm. I like the ability to keep track of client contact info. and notes all in one location. Cons The portal - it isn't as flexible as I would like esp. compared to our past portal (Sharefile). I would like to have multiple client emails set up to access the portal and more space. The Esignature feature could be expanded to include more signers as well as add more information from the signer, such as title boxes, email or contact information. Review Source MB Mikee B. Bookkeeper Used the software for: 2+ years ### "Amazing very useful." July 10, 2018 5.0 Helps my my job more efficient. Pros I like how it can do so many things and very helpful for organizing clients. It is very beneficial people like us bookkeepers. Cons It is very confusing for the individual that does not have any experience with these types of softwares. Review Source JC Janette C. Bookkeeper Used the software for: 2+ years ### "It is very efficient for us bookkeepers to ease our job." July 10, 2018 4.0 Makes our job easier to track. Pros I like how there is a lot of features to help us make the job easier. And helps record our process . Cons Because there is a lot of features it can be very confusing to control and modify. Finding ways to work with it can be confusing. Review Source DC Debi C. owner Accounting Used the software for: 6-12 months ### "Makes receiving items from clients easier" October 6, 2020 5.0 I haven't used it enough to justify the cost yet but would like to learn more Pros It has a variety of programs all in one. I need for writing documents and downloading attachements from clients Cons I don't know how to use it very well. I would like for them to teach some free online classes to use their products Review Source Similar Products Featured ## Related categories [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/)