OfficeTools Workspace

Manage and organize client data, staff, automate billing, tax workflows, and accounting practice from one single platform.

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OfficeTools Workspace is a billing and time-tracking software designed for CPAs, tax preparers, and accounting firms. It enables accountants to track projects, automate billing, manage tax workflows, staff, and oversee due dates, as well as manage their accounting practices. With the OfficeTools Workspace centralized dashboard, you can integrate your most frequently used applications to increase work efficiency and productivity. You can integrate your OfficeTools with our Lacerte tax hosting services.

Notable Features of OfficeTools Workspace at a Glance:

OfficeTools provides a centralized repository for client information, which is directly synced with accounting and tax software.
With the project management and calendar features, users can easily check their project status and employees’ schedules.
With OfficeTools Workspace time tracking and mobile app, information is seamlessly synced to payroll and billing modules.
The employee due date reminders enable them to stay on schedule and complete tasks as planned, with features such as reporting and activity lists.
Better customer support is available through phone, video guides, and email.
Once you log into the OfficeTools Workspace application, you can seamlessly automate many day-to-day tasks and improve your business workflow in no time.

Benefits of OfficeTools Workspace

1. Stay Connected with Remote Access

The OfficeTools Workspace enables you to stay connected remotely and monitor upcoming activities, view project status, track time, add new notes, log phone calls, create timecards, and collaborate from anywhere, at any time. With cloud hosting your OfficeTools, you can have uninterrupted access to the application, whether you are at home, the office, or on vacation; it doesn’t matter.

2. Manage Billing Processes

Once the OfficeTools Workspace downloads on your devices, you get the power to manage client billings, log in time, and log in calls directly from the application. You can integrate a payment option, such as Abacus Payment Exchange (APX), with OfficeTools.

3. Enhanced Integration Options

With OfficeTools Workspace, you can integrate the most useful applications to increase productivity and scale your business. By integrating these third-party apps into OfficeTools, you utilize the application’s full potential. Here are the applications that can seamlessly be integrated with OfficeTools:

QuickBooks Accounting	Lacerte Tax	Office 365
Microsoft Outlook	Microsoft Excel	Lucion Technologies

4. Paperless with e-Signature

OfficeTools Workspace enables you to integrate the e-signature tool, ensuring that your clients digitally sign documents and streamline workflow mandates. The e-Signature is in line with the IRS requirements. To enhance the client experience, you get the option to add a customized URL, a logo, and online scheduling options.

5. Automate Tasks

With OfficeTools, you can automate your regular tasks at ease and ensure you and your team focus on core business aspects. Automate your double data-entry activities from accounting and tax software. Your calendar, email alerts, and updates are also automated to keep your menial tasks working.

Also Read: 7 Best Applications for CPAs and Accountants