Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Streamline your practice by incorporating automation, fostering team collaboration, and enhancing client satisfaction with OfficeTools CPA practice management software. Explore our resource hub to discover how top firms are diversifying their service offerings and elevating the client experience. Our comprehensive accounting practice management software enables you to manage time tracking, billing, invoicing, client contacts, projects, and documents all in one centralized location while seamlessly integrating with essential business tools. Say goodbye to the hassle of redundant data entry from various tax programs, accounting platforms, calendars, and emails. By consolidating all critical information, you will have a comprehensive understanding of the Who, What, Where, When, and Why, allowing you to prioritize your efforts effectively. Empower your clients to thrive today while strategically planning for the future with a tailored accounting and tax practice management solution designed to enable your team to achieve remarkable outcomes. This innovative software not only enhances efficiency but also contributes to building long-lasting relationships with your clients.
Description
Discover an easy-to-use accounting software designed for quick learning. Generate various types of invoices with a user-friendly and adaptable interface. You can conveniently send invoices via email and receive notifications when your customers view them. Additionally, print directly from your browser or download a PDF for offline use. Speed up your payment process by accepting credit card transactions. The software allows you to easily view amounts paid, balances owed, and totals for any invoice. Invoices are specifically formatted to fit a #10 double window envelope for seamless mailing. Stay organized by tracking payments made through cash, checks, and other methods. You have the capability to create and store an unlimited number of invoices for your records. Monitor your customers' payment behaviors, including total amounts and average days to settle their bills. Enhance your brand visibility by uploading your company logo onto invoices. Each invoice is automatically tagged, sorted, and remains easily searchable for your convenience. Moreover, you can add as many contacts as needed for each customer to maintain comprehensive records. This software not only simplifies accounting tasks but also empowers you to manage your business more effectively.
API Access
Has API
No
API Access
Has API
No
Integrations
Cloudnine Realtime
Yes
Facebook
Yes
Microsoft Excel
Yes
Microsoft Outlook
Yes
Microsoft Word
Yes
QuickBooks Online
Yes
Verito
Yes
X (Twitter)
Yes
Integrations
Cloudnine Realtime
No
Facebook
No
Microsoft Excel
No
Microsoft Outlook
No
Microsoft Word
No
QuickBooks Online
No
Verito
No
X (Twitter)
No
Pricing Details
$50 per month
Free Trial
Yes
Free Version
No
Pricing Details
$22 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
OfficeTools
Founded
1997
Country
United States
Website
www.officetools.com
Vendor Details
Company Name
Skynova
Founded
2011
Country
United States
Website
www.skynova.com
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
Yes
CPA Firms
Yes
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
No
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
Yes
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
Yes
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
No
Multi-Currency
No
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
Yes
Accounts Receivable
ACH Payment Processing
No
Billing & Invoicing
No
Check Processing
No
Collections Management
No
Online Payment Processing
Yes
Overpayment Processing
Yes
Partial Payments
Yes
Receivables Ledger
No
Recurring Billing
No
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
Yes
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
Yes