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OfficeTools Case Studies

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  • Reference Rating
    4.7 / 5.0
    Customer References27 total
    About

    Jetpack Workflow is a Cloud-based application that helps accounting professions manage, track, and automate recurring client work. Jetpack Workflow also helps track, All the work for your staff and team, Profitability to specific projects, The time it took to complete the work and much more.

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    4.7 / 5.0
    Customer References47 total
    About

    Senta is a cloud-based practice management platform that was founded to make accountancy practices more profitable, more scalable and to help them deliver great customer service. Senta, voted Practice Management Software of the Year 2019: Cloud-based CRM, marketing, email automation, workflow, secure documents, electronic signing & insights for accountants. Senta provides everything a practice needs to run efficiently and will give you insight into how your practice is really performing.

  • Reference Rating
    4.7 / 5.0
    Customer References11 total
    About

    Taxaroo is a modern cloud-based tax practice management tool. They enable tax professionals to spend more time providing value-add guidance to their clients, and less time collecting information, doing follow ups, and managing the endless bits of workflow. Clients have a simple clean experience working with their tax preparers in a secure virtual environment.

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