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OfficeTools Overview

OfficeTools is a comprehensive billing and invoicing software designed to simplify financial management for businesses. With its user-friendly interface, OfficeTools allows users to create professional invoices, track expenses, and manage payments effortlessly. The software features customizable templates, enabling businesses to maintain their branding while streamlining the billing process. Users can automate recurring invoices, send payment reminders, and track overdue payments, ensuring timely cash flow. OfficeTools also offers detailed reporting capabilities, providing insights into income, expenses, and overall financial health. Integration with accounting software enhances efficiency and accuracy, reducing the risk of errors. Ideal for freelancers, small businesses, and service providers, OfficeTools is an essential tool for managing finances effectively and improving overall business productivity.

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Contact Details

  • Vendor Name CARET
  • Founded 1983
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • On-Premise On-Premise
  • Windows Windows
  • Linux Linux

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Accounting

OfficeTools Features

  • Portfolio Management
  • Quotes/Estimates
  • Gantt/Timeline View
  • Activity Tracking
  • Multiple Projects
  • Proposal Generation
  • Billing & Invoicing
  • Task Management
  • Real Time Reporting
  • Project Management
  • Document Management
  • Forecasting
  • Approval Process Control
  • Performance Metrics
  • Resource Management
  • Project Planning
  • Billable Items Tracking
  • Collaboration Tools
  • Task Scheduling
  • Email Management
  • CRM
  • Project Time Tracking
  • Project Tracking
  • Client Portal
  • Timesheet Management
  • Progress Tracking
  • Time & Expense Tracking
  • Calendar Management
  • Accounting Integration
  • Staff Management
  • Client Portal
  • Client Management
  • Workflow Management
  • Document Management
  • Due Date Tracking
  • Billing & Invoicing
  • Task Management
  • Time Tracking
  • Project Management
  • For CPA Firms
  • Approval Workflow
  • Mobile Payments
  • Billing Portal
  • Project Billing
  • Tax Calculation
  • Multi-Currency
  • Reporting & Statistics
  • Contact Database
  • Third-Party Integrations
  • Credit Card Processing
  • Customizable Invoices
  • Time & Expense Tracking
  • Invoice Processing
  • Reminders
  • Payment Processing
  • Document Management
  • Hourly Billing
  • Contingency Billing
  • Quotes/Estimates
  • Client Management
  • Tax Forms
  • Document Management
  • Tax Filing
  • Reporting & Statistics
  • Billing & Invoicing
  • Status Tracking
  • Approval Process Control
  • Workflow Management
  • ACH Payment Processing
  • Client Portal
  • Task Management
  • Communication Management
  • Time Tracking
  • For Tax Practices

OfficeTools Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • NA

OfficeTools FAQs

  • No, OfficeTools does not offer a free version.

  • Yes, OfficeTools offers a free trial.

  • No, Credit Card details are not required for the OfficeTools trial.

  • No, OfficeTools does not offer an API.

  • OfficeTools offers support with the following options:
    • 24x7 Support , Email , Phone , Knowledge Base , FAQs/Forum

  • OfficeTools offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • OfficeTools supports the following languages:
    • English

  • Following are the typical users of the OfficeTools:
    • Self-Employed , Small-Business , Midsize-Business

  • OfficeTools supports the following deployment:
    • On-Premise

  • OfficeTools supports the following devices and operating systems:
    • Windows , Linux