“Before
Office Tools Pro, 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.”
“Our
firm has depended on Office Tools Pro for over six years
now for our practice management needs. Office Tools Pro’s
enhanced capabilities and easy-to-use features have proved
to us that it is unmatched for cost
savings and reliability. Office Tools Pros’ quality
support shows its commitment to meeting CPA firms’ needs.
I am very pleased to be working with them.”
Allan
Locke, Partner
Locke, Kasal, Ferris CPA’s
“We
were able to combine four software programs into one -
saving a substantial amount of money in renewals, administration
and training. Our staff is now keying their time, processing
complex billings, using conflicts checking, managing case/matters
and all of our records with one easy-to-use program --
Office Tools Pro.”
Monica
Lytal, System Administrator
Bright And Brown, Attorneys
at Law
“Our
office of 15 users made a seamless switch to Office Tools
Pro. We were using multiple software packages and a number
of spreadsheets to manage our time tracking, billing and
project management. This program is intuitive and simple
to setup, yet it meets our complex needs.
Michael Rachlin
Rachlin Architects
“Office
Tools Pro is the perfect solution for my office. It combines
my calendaring, contact management, time and billing and
records management into one seamless program. Not only
is it easy-to-learn and use, but it even syncs with my
Palm Pilot!
Best
of all, by using Office Tools Pro my captured time,
billings and collections have skyrocketed by 45% over
the past
8 months!”
Steve
L. Jager, CPA
“We
wanted a program that could meet our time and billing and
database management needs. Office Tools Pro far exceeded
our expectations. It handles just about everything we need
to manage our practice, from time and billing to client/project
management.”
Jay
Brewer, Partner
Brewer & Tominaga, CPA’s
“During
tax season, we would have to spend our Sundays organizing
staff work manually. Now, we spend only a few minutes each
day with Office Tools Pro to help manage our practice.
Not only am I saving a substantial amount of time and money,
but I am also reducing the stress in my life.”
Laura
L. Bushley E.A
Laura L. Bushley & Associates
“The
monthly billing process was taking us between three to
four days to complete. Then, we converted our entire billing
system into Office Tools Pro. Now, it now takes less than
two days, allowing us to spend more time on billable projects
for our clients.”
Ken
Haas Haas Accountancy Corp.
“We
tried so many systems over the past few years, searching
for software that is simple and most importantly, flexible.
With Office Tools Pro, we can get a summary invoice with
the supplemental detail we need and want. Our demands are
easily satisfied with Office Tools Pro.”
