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OfficeTools by CARET

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OfficeTools by CARET Reviews

& Product Details

What is OfficeTools by CARET?

OfficeTools by CARET is a comprehensive accounting practice management software designed for forward-thinking firms. It streamlines operations by consolidating time tracking, billing, invoicing, client information, projects, and documents into a single platform while seamlessly integrating with essential business tools.

The software offers data automation to eliminate redundant data entry, promotes team collaboration with a clear overview of tasks, and ensures planning and visibility for client success.

The suite includes a customizable solution for various firm needs, integrating seamlessly with key applications like Lacerte, QuickBooks, and Office 365. It empowers firms with features like centralized client data, due date monitoring, mobile accessibility, eSignature integration, and APX PayNow for efficient payment processing.

OfficeTools optimizes workflow, enhances client experiences, and enables effective project management.

Found in these Categories

Best For

Run your tax and accounting practice from a single solution
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name


  • Located In

    United States

  • Website

Starting from:


Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

Pricing for OfficeTools by CARET, a comprehensive accounting practice management solution with tax integration, is available upon inquiry. Contact them for detailed pricing information and assistance in selecting the right solution for your firm's needs.

  • Audit Trail
  • Billing & Invoicing
  • Client Management
  • Contact Database
  • Expense Tracking
  • Financial Management
  • Invoice Management
  • Mobile Access
  • Online Payments
  • Project Management
  • Recurring/Subscription Billing
  • Tax Management
  • Workflow Management

Additional Features

  • Accounting
  • Appointment Management
  • Approval Workflow
  • Billable Items Tracking
  • Billing Portal
  • CRM
  • Calendar Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Contingency Billing
  • Customizable Branding
  • Customizable Invoices
  • Document Management
  • Document Storage
  • Due Date Tracking
  • Email Management
  • Employee Management
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Mobile Payments
  • Monitoring
  • Online Invoicing
  • Payment Processing
  • Project Accounting
  • Project Billing
  • Reminders
  • Project Time Tracking
  • Staff Management
  • Task Management
  • Task Progress Tracking
  • Tax Calculation
  • Time Tracking
  • Timer
  • Timesheet Management


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Financial Cents

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  • Microsoft Outlook

    Email Management Software

  • Microsoft 365

    Email Management Software

  • QuickBooks

    Accounting Software

Global Average Score
  • All-in-One Solution

    OfficeTools by CARET is praised for being a comprehensive platform that combines various functionalities such as project management, document management, time tracking, and billing into a single system​.

  • Integration Capabilities

    It integrates well with popular software like QuickBooks and Microsoft Outlook, which simplifies workflow processes for users​.

  • User-Friendly

    Users find the software to be intuitive and easy to use, which helps reduce the learning curve for new users​.

  • Cloud-Based Option

    The availability of a cloud-based deployment means users can access the system from anywhere, enhancing flexibility and remote work capabilities​.

  • Customization

    The software offers customizable options for workflows, which allows firms to tailor the software to their specific needs.

  • Customer Support

    Some users have noted that customer support can be slow to respond, which might be a concern for businesses that require immediate assistance​.

  • Training and Resources

    There is a need for improved access to training and educational materials to help users fully leverage the platform’s capabilities​.

  • Limited Mobile Features

    As of the last updates, there appears to be no dedicated mobile application, which might limit access for users on the go​.

  • Complexity in Some Areas

    Although generally user-friendly, some users feel that certain features have a steeper learning curve and could be simplified​.

  • Pricing Transparency

    Users have suggested that more transparent pricing, especially regarding on-premise deployment, would be beneficial​.


Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.

Tell us your opinion about OfficeTools by CARET and help others.


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