Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/123770
WHO'S WHO A D V E R T O R I A L AMONG THOSE SERVING THE TAX & ACCOUNTING PROFESSION COMPANY OVERVIEW Serving the accountng profession for over 15 years, Ofce Tools Professional is a proud developer of the most integrated practce management sofware in the accountng market. Receiving many accolades as the best soluton for the small to mid size frm, Practce Management Sofware has become the Accountants choice. Awards include two consecutve years CPA Practce Advisor "Reader's Choice Awards" for superior workfow sofware and K2 Enterprises Best Practce Management sofware. In our culture it's all about resources. We recognize that to really serve our industry we need to provide the necessary resources to our users. These resources are not limited to our sofware but include an annual Practce Management conference and our Publicaton. The annual Technology and Practce Conference includes our User Training and brings together today's thought leaders and industry vendors to resource our atendees. It is also a great opportunity to learn how to use all Practce Management Sofware features. Every atendee will receive training and a chance to network with other professionals, sharing common problems and exploring new solutons in a round table format and panel discussions. My Ofce Today is a publicaton that specifcally targets small business owners, who feel isolated and lack the resources bigger frms have. My Ofce Today focuses on relevant topics which are released on our website in blog, video, and print format. PRODUCTS As a leader in small ofce sofware, we focus on developing sofware with tools that solve specifc problems for the accountng frm. Our unique "Workfow Methodology" uses a single interface that provides access to nearly every ofce task and functon, thus solving client, stafng and workfow problems while providing the following benefts: • seamless integraton • simplifed management • improved delegaton • increased productvity Added last year was our client document portal, Client Portal. This portal allows Practce Management users to send confdental documents, messages, invoices and receive payments to clients via a secure portal. Ofce Tools Professional has always realized the importance to synchronize data between other sofware that is used in the ofce. Import is now available for ALL tax programs. QuickBooks® Integraton Tool - The sharing of critcal data like customers, employees, vendors and item codes, enables users to save tme and reduce the chance of data entry errors, eliminatng duplicate entries between programs. The export tme cards opton allows you to 36 May 2013 • www.CPAPracticeAdvisor.com create payroll for your staf and bill your clients. Utlize all the workfow benefts including billing and tracking A/R in Practce Management Sofware, taking advantage of incredible reportng and metrics, while synchronizing data with QuickBooks. Microsof® Outlook Integraton Tool - Integrate Microsof Outlook calendars, contacts and tasks from Ofce Tools Professionals schedules, contacts and tasks. Sync in real tme all informaton. Bring in Outlook Email for review, reading and storing in the document management system. This feature works with Outlook and Exchange. Lacerte® Integraton Tool - Import your data from Lacerte or sync it with your existng contacts. Enter new contacts in Lacerte and import them with any changed contacts into Ofce Tools Professional. Any changes to a contacts' informaton can be sent from Ofce Tools Professional to Lacerte. Choose which method works best. You can also transfer over spouse, dependents, partners and other related records. Additonal integratons available: • Demandforce Integraton • ProFile (Canadian) • Microsof® Excel Data Import Tool – Import from any tax program • Adobe Acrobat® Toolbar Add-on • Microsof® Ofce Toolbar Add-on • Laser App® • Dymo® Label Printer Integraton • Google Maps® Integraton MARKETS SERVED With over 10,000 users Practce Management for the Accountant is easily integrated into any accountng frm whether you are a CPA's, EA's or tax and bookkeeping professional. Other service professionals such as consultants, architects and atorneys can easily adapt Practce Management to their specifc needs too. CUSTOMER SUPPORT Ofce Tools Professional success and growth is built upon exceptonal client care. Professional support personnel are available during regular business hours at no charge to end users. We pride ourselves on having a courteous representatve answer your questons directly, without having to wait for a call back. Superior customer support has allowed us to achieve a 95 percent customer retenton year afer year. With have nearly 600 actve members in our LinkedIn Group, customers can speak with each other to learn and solve problems while understanding how frms across the globe run their practce. Users can purchase Practce Management sofware by the Month, Semi Annual or Annually. We are also the only industry vendor that allows a reduce cost tax season license. Purchase this year and fnd out what our users have known for some tme; a frm-changing experience that increases billings and reduces costs.