Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/667870
12th Annual COMPANY OVERVIEW After serving the accounting profession for over 16 years, OffceTools remains the proud developers of the most integrated practice management software serving the accounting market. Our fagship software Workspace™ provides the most powerful practice management system on the market and is a great representation of our company's mission statement—Building Digital Firms. OffceTools continues to receive many accolades as the best solution for the small to mid-size frm. Workspace™ has become the accountant's choice. Awards include CPA actice A 's "Readers' Choice Awards" for superior workfow, time billing, and document management software and K2 Enterprises' "Best Practice Management Software" for fve 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 which also support the Building Digital Firms mission. 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 OffceTools 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 Our Workspace™ On-Line provides a portal, kiosk check-in system, online 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. OffceTools 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 OffceTools 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, OffceTools Workspace™ for the Accountant is easily integrated into any accounting frm whether you are 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 OffceTools 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 online 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 reduces costs. OFFICE TOOLS 514 Commerce Avenue, Suite D Palmdale, CA 93551 Phone: 888-667-8440 Fax: 661-951-3875 email: info@ofcetools.com Website: www.ofcetools.com Year Founded: 1997 Price: $700/First User, $300 additional users 18 April 2015 • www.CPAPracticeAdvisor.com ADVERTORIAL