Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/494869
ADVERTORIAL AMONG THOSE SERVING THE TAX & ACCOUNTING PROFESSION Offce Tools 514 Commerce Avenue, Suite D, Palmdale, CA 93551 Phone: 888-667-8440 FAX: 661-951-3875 e-mail: info@ofcetools.com Website: www.ofcetools.com Year Founded: 1997 PRICE: $600/First User, $300/additional users COMPANY OVERVIEW After serving the accounting profession for over 15 years, we have recently rebranded our company to Offce Tools. We remain the proud developers of the most integrated practice management software serving the accounting market. Our fagship software has also been rebranded from Practice Management to Workspace™. The name Workspace™ represents the digital offce we create in frms. Offce Tools continues to receive many accolades as the best solution for the small to mid-size frm. Workspace™ has become the accountants choice. Awards include CPA Practice Advisor "Reader's Choice Awards" for superior workfow software and K2 Enterprises Best Practice Management software for four years running. In our culture, it's all about resources. We recognize that to really serve our industry, we need to provide frms with the necessary resources. These resources are not limited to our software, but include an annual Technology and Practice conference and our industry magazine; My Offce Today. The annual Technology and Practice Conference includes our User Training and brings together today's thought leaders and industry vendors that resource our attendees. It is also a great opportunity to learn how to use all of Offce Tools Workspace™ software features. Every attendee will have a chance to network with other professionals, sharing common problems and exploring new solutions. My Offce Today is a magazine that specifcally targets small and mid-sized frms. We focus on relevant topics which are released on our website in blog, video, and print format voicing the ideas of our industry thought leaders. PRODUCTS As a leader in offce applications, we focus on developing software with tools that solve specifc problems for the accounting frm. Our unique "Workfow Methodology" uses a single interface that provides access to nearly every offce task and function within one click, providing the following benefts: • seamless integration • simplifed management • improved delegation • increased productivity Added this year, is our new Workspace™ On-Line introducing a portal, kiosk check-in system, on- line appointment requests and reminders, tax interview system and a client document and payment portal. This On-Line Portal allows Workspace™ users to send confdential documents, messages and invoices; receive payments, scheduling requests and interview information from clients via a secure portal. Offce Tools has always realized the importance to synchronize data between other software that is used in the offce. Our Seamless Integration is at the focal point of Workspace™ where contact information is updated immediately to all programs. Importing is now available for ALL tax programs free of charge. QuickBooks® Integration Tool - Seamlessly sharing critical data like customers, employees, vendors and item codes, enables users to save time and reduce the chance of data entry errors. The export time cards option, allows you to create payroll for your staff and bill your clients. Easily synchronize invoices and payments to QuickBooks too. Microsoft® Outlook Integration Tool - Seamlessly integrate Microsoft Outlook calendars, contacts and tasks from Offce Tools Workspace™ schedules, contacts and tasks. Auto Import Outlook Email for review from every staff, creating a permanent record in the document management system. This feature works with Outlook and Exchange and creates a connection for mobile users too. Lacerte® Integration Tool – Completely seamless, our award winning Lacerte integration connects contact information, projects status and invoices from within Workspace™. Enter a new contact into Workspace™ and the information seamlessly create a corresponding tax return in Lacerte. In addition, print a PDF return directly to the Workspace™ document management system. Additional integrations available: • ProFile (Canadian) • Microsoft ® Excel Data Import Tool – Import from any tax program • Print to PDF tax return connection • Adobe Acrobat ® Toolbar Add-on • Microsoft ® Offce Toolbar Add-on • Laser App ® • Dymo ® Label Printer Integration • Google Maps ® Integration MARKETS SERVED With nearly 15,000 users, Offce Tools Workspace™ for the Accountant is easily integrated into any accounting frm whether you are a CPA's, EA's or tax and bookkeeping professionals. Other service professionals such as consultants, architects and attorneys can easily adapt it to their specifc needs too. CUSTOMER SUPPORT Offce Tools success and growth is built on exceptional client care. Professional technical support personnel are available during regular business hours at no charge to end users. We pride ourselves on having a courteous representative answer your questions directly. Superior customer support has allowed us to achieve nearly 95 percent customer retention year after year. We have nearly 800 active frms in our LinkedIn Group, where customers can speak with other users about how they run their practice. Users can also view free user guides on-line or purchase personal training time. Workspace™ is available for an annual fee and is the only industry vendor that allows a reduced cost tax season license. Purchase this year and fnd out what our users have known for some time; a frm changing experience that increases billings and reduce costs. 32 April 2015 • www.CPAPracticeAdvisor.com