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OfficeTools Testimonials

  • “We made the smart choice by moving our firm and all of our files to a secure cloud environment.”

    Vincent NguyenAccountants

  • "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 what to do, and all the partners and managers can see who’s busy and who’s not.”

    Howard Gastwirth
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    4.7 / 5.0
    Customer References27 total
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    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 References172 total
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    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, tasks and powerful workflows, Karbon aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget.

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    4.7 / 5.0
    Customer References8 total
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    PracticePro 365 is a unique software platform that was designed to keep your professional services business at the peak of its performance. PracticePro 365 is a unitized cloud practice management software with 8 core features that run your firm, all in 1 platform topped off with real-time visual dashboards. Experience a powerful platform dedicatedto boosting enterprise business efficiency and providing an array of unified features that provides your team with the essential tools to succeed and work from anywhere.

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