No matter how you run your practice you can be certain that nothing will be missed. With project alerts, on-screen statistics and staffing budgets; every aspect of workflow is simple and natural.
Know instantly what is going on with your client; who’s working with the client, what documents are associated with them, the last time they were called/emailed and how much they owe.
Delegation doesn’t have to be stacks of sticky notes, lists and daily meetings. Everyone will be on the same page with instant access to vital information. Ensure your staff is effective with real-time assignment review.
Your calendar, their calendar, the firms’ calendar, all together or separate. See as much detail as you want, when you want, with a click of your mouse.
Record time worked for payroll, billing or both. Track mileage and expenses too. With built-in features to ensure all time is recorded, you won’t waste time.
Tracking projects, assignments and deadlines won’t keep you up at night anymore. Increased awareness through detailed statistics makes managing your business effortless.
Your product has done something that I have struggled with my 35 years of practice. Time keeping was always difficult for our firm but your product has made the time keeping a seamless part of the workflow of our office. With your software recording time is a by-product of work flow not an additional step. We bill a lot on flat rate mainly due to the fact we did not want to deal with time keeping. Now the completion of the project and the bill is now a simple final step, not another difficult administrative process.
I know that we bill more using Practice Management by Office Tools Professional because we are tracking tasks, time, and due dates. It has freed up my time at my billable rate to be doing other things other than project management, which is a zero per hour billable rate. It saves us multiple database management; it alleviates a ton of frustrations for our team members. All in all it makes us more efficient, well-run organized office.
Before Practice Management by Office Tools Professional, we were spending hundreds of staff hours setting up tax appointments sending out confirmation cards & managing due dates. Now, managing appointments and confirmations takes our staff less than 20 hours to complete! We schedule our appointments, send confirmation letters and postcards and we have automated tracking tax returns -- all with Office Tools Pro.