--- description: Get information about OfficeTools price, usability & features from verified user experiences. Read reviews from Indian business users & discover similar tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: OfficeTools Price, Features, Reviews & Ratings - Capterra India --- Breadcrumb: [Home](/) > [Billing and Invoicing Software](/directory/30015/billing-and-invoicing/software) > [OfficeTools](/software/165549/officetools) # OfficeTools Canonical: https://www.capterra.in/software/165549/officetools Page: 1 / 9\ Next: [Next page](https://www.capterra.in/software/165549/officetools?page=2) > OfficeTools helps your firm streamline day-to-day operations and work as a unified team. > > Verdict: Rated **4.1/5** by 196 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses OfficeTools? Accounting and Tax professionals ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.1/5** | 196 Reviews | | Ease of Use | 3.7/5 | Based on overall reviews | | Customer Support Software | 3.8/5 | Based on overall reviews | | Value for Money | 3.7/5 | Based on overall reviews | | Features | 3.9/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: CARET - **Location**: San Diego, US - **Founded**: 1983 ## Commercial Context - **Pricing model**: (Free Trial) - **Pricing Details**: OfficeTools Workspace starts at $59.00 per user/per month - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Windows (Desktop), Windows (On-Premise), Linux (On-Premise) - **Supported Languages**: English - **Available Countries**: Australia, Canada, United States ## Features - Approval Workflow - Billing & Invoicing - CRM Software - Client Management - Client Portal - Collaboration Tools - Communication Management - Contact Database - Customizable Invoices - Document Management Software - Due Date Tracking - For Tax Practices - Mobile Payments - Payment Processing Software - Reminders - Task Management Software - Tax Calculation - Time Tracking Software - Workflow Management Software ## Integrations (6 total) - APX e-Invoicing - Lacerte Tax - Microsoft Excel - Microsoft Outlook - Microsoft Word - QuickBooks Online Advanced ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support - 24/7 (Live rep) ## Category - [Billing and Invoicing Software](https://www.capterra.in/directory/30015/billing-and-invoicing/software) ## Related Categories - [Billing and Invoicing Software](https://www.capterra.in/directory/30015/billing-and-invoicing/software) - [Accounting Practice Management Software](https://www.capterra.in/directory/31360/accounting-practice-management/software) - [Professional Services Automation Software](https://www.capterra.in/directory/16/professional-services-automation/software) - [Tax Practice Management Software](https://www.capterra.in/directory/31359/tax-practice-management/software) ## Alternatives 1. [QuickBooks Online](https://www.capterra.in/software/141374/quickbooks-online) — 4.3/5 (8447 reviews) 2. [PayPal](https://www.capterra.in/software/179251/paypal) — 4.6/5 (26408 reviews) 3. [Abby](https://www.capterra.in/software/1036470/abby) — 4.7/5 (604 reviews) 4. [Bookipi](https://www.capterra.in/software/195165/bookipi) — 4.8/5 (176 reviews) 5. [Jobber](https://www.capterra.in/software/127994/jobber) — 4.6/5 (1456 reviews) ## Reviews ### "Built in OfficeTools" — 5.0/5 > **Carlos** | *21 October 2024* | Information Technology & Services | Recommendation rating: 9.0/10 > > **Pros**: OfficeTools software offers a range of benefits tailored to accounting and tax professionals, making it a comprehensive practice management solution. It consolidates client information, documents, billing, and workflow into a single platform, reducing the need for multiple software tools. > > **Cons**: The only con about this product is the cost. The cost of implementation, training, and ongoing subscription fees may add up, especially for businesses that don't need all of the features. > > Overall this product has been great for our company. OfficeTools integrates with popular tax software, improving data flow and reducing manual entry, which helps mitigate errors. ----- ### "Great program" — 5.0/5 > **Andy** | *17 October 2018* | Accounting Software | Recommendation rating: 10.0/10 > > **Pros**: this is the first piece of software that every staff member opens in the morning \& last to close at night. Everything you need to track your accounting office in one place > > **Cons**: now that they got bought out, price is going up ----- ### "Smooth operation" — 5.0/5 > **Debby** | *21 September 2018* | Accounting Software | Recommendation rating: 7.0/10 > > **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 ----- ### "Long term Office Tools User\!" — 5.0/5 > **Terri** | *23 October 2018* | Accounting Software | Recommendation rating: 10.0/10 > > **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. > > 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\! ----- ### "Really helps keep our office organized and know exactly where, when, what and why\!" — 5.0/5 > **LaFonda** | *17 October 2017* | Accounting Software | Recommendation rating: 10.0/10 > > **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. > > 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. ----- Page: 1 / 9\ Next: [Next page](https://www.capterra.in/software/165549/officetools?page=2) ## Links - [View on Capterra](https://www.capterra.in/software/165549/officetools) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data