# Page 8 | OfficeTools Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 8 - 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

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OfficeTools

4.1 (196)

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Last updated March 13th, 2026

# Page 8 - Reviews of OfficeTools

## Showing most helpful reviews

Showing 176-196 of 196 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AB

Amber B.  
Office Manager  
Financial Services  
Used the software for: 6-12 months

### "Office Tools Review"

October 17, 2018

5.0

Wonderful!

Pros

Everything! There is not just one thing I like about Office Tools. There are so many great and wonderful features of Office Tools.

Cons

No complaints. Being honest there is nothing I can say I least like.

Review Source

MS

Matt S.  
Chef  
Food Production  
Used the software for: Less than 6 months

### "Great for the small businesses!!"

May 31, 2018

4.0

The peace of mind that entries can not be entered more than once!

Pros

Works fantastic for small companies. The software intergrates well, which I love. It's pretty simple to use. Duplicate entries was a big stressed for me but this program will not allow for duplicates.

Cons

What I do not like if the fact that is does not accommodate for larger business. Only downfall for me.

Review Source

MP

Mike P.  
IT Specialist  
  
Used the software for: Less than 6 months

### "Basic software for Billing"

April 25, 2018

4.0

Pros

The scheduling and database management features are what attracting us to try this software out. There are more features to this software but we did not use them as they did not apply to what we were doing.

Cons

Training and customer support could improve. The price point is not in line with other software that does more and excels at it.

Review Source

VR

Verified Reviewer  
Admin Assistant  
  
Used the software for: Less than 6 months

### "Good experience so far. "

October 24, 2017

5.0

It's a one stop shop. We can do everything we need to through Office Tools.

Pros

I love the billing on this program. I have just taken over billing for our company and it has been user friendly and easy to learn.

Cons

We are still learning how to use the program. Integration with Quickbooks hasn't been as good as we hoped for.

Review Source

VR

Verified Reviewer  
Accountant  
Accounting  
Used the software for: Less than 6 months

### "Still learning the system but so far I can see the benefits "

October 27, 2017

4.0

Pros

The organization is what I like the best about the software . It makes things simple and you know as long as you use it nothing will be forgotten .

Cons

the learning curve . Navigating the system and learning what it can and cannot do is sometimes frustrating but with time this will be quelled .

Review Source

LB

Lee B.  
President  
  
Used the software for: 6-12 months

### "User interface is very small, tight, poorly spaced; making entries is confined and unclear"

October 21, 2017

2.0

Pros

I don't have a favorite feature or function. The software provides little advantage in organizing schedule and tasks

Cons

See above; it simply doesn't work well for me, and it it time-consuming; adding contacts, toggling between functions, sorting, and the designs of screens (too small) aren't convenient

Review Source

SR

Samantha R.  
Firm Administrator  
Accounting  
Used the software for: I used a free trial

### "Exceptional product"

December 12, 2019

5.0

I absolutely love the product and would switch to it today if they made it more affordable.

Pros

I loved that it was a one stop shop for everything that an accounting firm needs. There was no need to login to several products, everything was in one central location and client files and documents were easy to access and distribute.

Cons

I did not like the cost associated with it for firms that were not apart of the Abacus Cloud. We would like to use the software but we are with a different cloud provider which makes the cost for OfficeTools about 3 times more than what we are paying for our current software.

Reason for choosing OfficeTools

The platform was so collaborative.

Review Source

AP

Amber P.  
Real estate agent  
Real Estate  
Used the software for: Less than 6 months

### "Review"

December 24, 2022

4.0

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

Response from CARET

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.

JH

Jen H.  
Accountant  
  
Used the software for: 1-2 years

### "Not the most user friendly, but very reasonably priced."

October 17, 2017

2.0

Pros

Cost effective, information it tracks. Can link family members. Seems like it has nice project tracking features.

Cons

Not user friendly. Can't search by specific fields such as phone number. Entering family members is cumbersome. Not very visually appealing.

Review Source

DR

David R.  
President  
Accounting  
Used the software for: Less than 6 months

### "Likes and dislikes"

May 6, 2020

4.0

For the most part is has been good

Pros

Integrated with our tax software and is easy to use

Cons

The integration with crexendo has never worked and the integration was one of the main reason I switched

Review Source

SH

Stephanie H.  
Office Administrator  
Accounting  
Used the software for: Less than 6 months

### "Excellent customer service. Always willing to answer our questions."

October 17, 2017

4.0

Pros

We like the inclusivity of the program. Billing, time, workflow all in the same place. Other similar products either do not offer everything, or the dependability on accuracy is worse.

Cons

We would like to be able to customize a little bit more to fit our needs. We need to be able to run different project reports that do not yet exist.

Review Source

CO

Christina O.  
Office Manager  
Accounting  
Used the software for: Less than 6 months

### "Very user friendly"

September 20, 2018

4.0

Overall, I have been pretty happy with Office Tools. I feel it meets our daily needs well.

Pros

I like that it is fairly easy to understand. I had to start using Office Tools with no prior experience, and I was able to be comfortable using it very quickly.

Cons

There are a few features I feel are missing, and a few items that feel counterintuitive.

Review Source

CF

Christina F.  
Associate  
Accounting  
Used the software for: Less than 6 months

### "Complicated but worthwhile in the long run"

October 23, 2017

5.0

Pros

I love the time tracking and project tracking. It really brings efficiency and functionality to our office.

Cons

It really does take a lot of time to master the system. (Don't start during tax season!) The trainings are sometimes helpful, but moreso if you've already used the system a bit and know what questions to ask.

Review Source

CN

Chris N.  
Manager  
Accounting  
Used the software for: I used a free trial

### "OfficeTools"

May 9, 2019

3.0

Pros

It has a great central client database for all softwares.

Cons

It is very expensive, and to add any linkage to softwares only adds additional fees.

Review Source

Response from CARET

May 10, 2019

Dear Chris, Thanks for taking the time to review OfficeTools. At AbacusNext, offering excellent practice management solutions is extremely important to us. We're glad to hear we're delivering on that promise. If you're interested in using OfficeTools outside of a free trial, give us a call at 1-800-726-3339. All the best, Katie Ternes Marketing Coordinator AbacusNext (858) 882-4882

RH

Rodney H.  
Manager  
Health, Wellness and Fitness  
Used the software for: I used a free trial

### "Great Software"

April 22, 2019

5.0

great program to create bills

Pros

The pros about officetools is that is a good program to create bills for your company

Cons

there is no cons with this software office tools

Review Source

Response from CARET

April 23, 2019

Dear Rodney, Thanks so much for taking the time to review OfficeTools. At AbacusNext, it's extremely important for us to provide our clients with excellent software. We're so glad to hear we're delivering on that promise. Thank you for your patronage. All the best, Katie Ternes Marketing Coordinator AbacusNext (858) 882-4882

eH

emmanuel H.  
manager  
Medical Devices  
Used the software for: I used a free trial

### "officetools"

December 7, 2022

3.0

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

SNS

Sazzadun Nabi S.  
  
  
Used the software for:

### "null"

August 8, 2018

5.0

Review Source

AM

Ayushi M.  
Financial Reporting Associate  
  
Used the software for: Less than 6 months

### "Amazing software to bill clients"

August 8, 2017

4.0

Pros

Office Totals is an extremely efficient software. It has made billing the clients easy. You can easily track the time spent on a client project and bill accordingly.

Cons

There are some features and functionalities that could be improved. Also, bugs need to be fixed. Other than these minor issues, works perfectly fine.

Review Source

SP

Sheena P.  
teacher  
Education Management  
Used the software for: Less than 6 months

### "officetools"

December 29, 2020

4.0

overall package

Pros

it is complete and all the tools that you need are all there. it is easy to use and to instruct to other people most specially to the students

Cons

the free trial is a bit short term. but it is just fine

Review Source

AV

Arturo V.  
President  
  
Used the software for: Less than 6 months

### "Not user friendly "

October 27, 2017

1.0

Pros

Time allocation by customer very detailed easy to purchase. Support was good and efficient with menu options

Cons

You need someone on a full time basis just to manage this software. It defeats the cost. saving and any kind of efficiency

Review Source

SM

Susan M.  
owner  
Accounting  
Used the software for: I used a free trial

### "VERY INCLUSIVE PRODUCT"

October 18, 2018

5.0

Pros

This product can meet multiple needs and give access where and when necessary to all peoples. The intention really is to not allow things to fall thru the cracks.

Cons

May be necessary to have training to enable you to use it successfully.

Review Source

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