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  • 4.8 / 5.0 (1473)
    27+ References
  • 4.8 / 5.0 (2652)
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  • 4.8 / 5.0 (2359)
    Premium 179+ References

OfficeTools Testimonials

  • "We decided that we just needed something that was all-in-one. We wanted to get our CRM and our Documents all in one place. We gave OfficeTools WorkSpace a try, and so far we’re very satisfied. It’s very easy to keep track of what you have to do. The staff knows …

  • “OfficeTools has changed our firm, it is just wonderful. Being able to know in the process where we are with tax returns, find the files, have good metrics about where we’re spending our time, and overall managing our practice has made a huge impact. We’re just thrilled.”

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  • Jetpack Workflow
    Reference Rating
    4.8 / 5.0
    Customer References 27 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, …

  • Canopy
    Reference Rating
    4.8 / 5.0
    Customer References 92 total
    About

    Canopy is building sophisticated, cloud-based software to make resolving IRS collections easier on tax professionals and their clients. It allows effortless gathering of client information and documents, robust tax analytics, …

  • Karbon
    Reference Rating
    4.8 / 5.0
    Customer References 179 total
    About

    Karbon is a Practice Management platform for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work. By combining email, discussions, …

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