OfficeTools by CARET
OfficeTools by CARET Reviews
& Product DetailsWhat 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
- 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
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Company Name
CARET
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Located In
United States
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Website
officetools.com
Starting from:
Custom
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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Microsoft Outlook
Email Management Software
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Microsoft 365
Email Management Software
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QuickBooks
Accounting Software
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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.
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Integration Capabilities
It integrates well with popular software like QuickBooks and Microsoft Outlook, which simplifies workflow processes for users.
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User-Friendly
Users find the software to be intuitive and easy to use, which helps reduce the learning curve for new users.
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Cloud-Based Option
The availability of a cloud-based deployment means users can access the system from anywhere, enhancing flexibility and remote work capabilities.
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Customization
The software offers customizable options for workflows, which allows firms to tailor the software to their specific needs.
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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.
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Training and Resources
There is a need for improved access to training and educational materials to help users fully leverage the platform’s capabilities.
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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.
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Complexity in Some Areas
Although generally user-friendly, some users feel that certain features have a steeper learning curve and could be simplified.
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Pricing Transparency
Users have suggested that more transparent pricing, especially regarding on-premise deployment, would be beneficial.
Disclaimer
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.
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