Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/36891
Offi ce Tools Professional — Practice Management Software 2011 OVERALL RATING BEST FIRM FIT POTENTIAL LIMITATIONS Small to mid-sized fi rms not cur- rently using a completely inte- grated suite of tax and accounting products. STRENGTHS • Integrat ion with Lacerte, QuickBooks & Outlook • Interface is easy to navigate & is focused on the client • Strong contact management capabilities, including social media • T e only practice management soſt ware reviewed with its own built-in document management features 661-951-9200 Commercial Logic, Inc. Offers Comprehensive Practice Management Solution APS Advance Practice Management, offered in the U.S. by Commercial Logic, Inc., is a widely used practice management system, and is part of the broader APS Suite, which includes document management, CRM, resource planning, online business intelligence and business process automation. T e system is designed to integrate and share data with professional tax compliance programs, fi nancial manage- ment and accounting systems, and payroll applications, and offers total integration with Microsoſt Offi ce and SQL Server databases. T is allows client data from across all areas of fi rm services into the APS system, which offers dashboard views and extensive drill- down functionality for effectively managing the processes of one or multiple professional practices or other organizations. The system includes features for 603-643-1900 managing timesheets and expenses, including web-based timesheets, Out- look calendar integration, expense approval/sign-off processes and work- flow and resource planning. APS’ engagement/project management functions off er WIP tracking, support for multi-currency/multi-entity needs, milestone budgeting and assignment, and status and statistical reporting. Other system modules include billing and invoicing, budgeting and planning capabilities, integrated tools for docu- ment and email management, and a fl exible, extendable database that is the key to its ability to integrate with other business and compliance programs and databases. APS programs have been used in accounting practices across Europe, Australia and New Zealand for more than 20 years, and have been honored by the British accounting publication Accountancy Age. www.cli-usa.com For more information, visit www.cpapracticeadvisor.com/10015271 August 2011 • www.CPAPracticeAdvisor.com 11 • May not have suffi cient reporting capabilities for very large fi rms • No ability to enter time remotely (except for remotely accessing computer with program and data) • Does not t rack accruable employee benefi ts SUMMARY & PRICING Offi ce Tools Professional is ideal for smaller practices that could benefi t from data synchronization with Lacerte Tax and QuickBooks. T e strong project management and workfl ow tools, combined with social media and CRM function- ality make this tool an excellent choice for small to mid-sized fi rms who want to make it easier for junior team members to eff ectively communicate with clients. T e annual cost of a single-user license is $500; additional users may be added for $300 each. Package discounts are available for fi ve, 10, 15 and 20 users. Client portals, credit card processing, and productivity tools such as syncing with other soſt ware can be added for additional fees. PRODUCT DELIVERY METHODS: ■ ✔ On-Premises ■ ✔ SaaS (client portal product) ■ ✔ Hosted by Vendor (currently hosted by Right Networks, Cloud9 & CPAASP) BASIC SYSTEM FUNCTIONS TIME MANAGEMENT CAPABILITIES INVOICING FUNCTIONS MANAGEMENT FEATURES INTEGRATION & DATA MANAGEMENT HELP/SUPPORT Read the full review of this product exclusively online at www.CPAPracticeAdvisor.com/10294040 www.offi cetoolspro.com