Featured in Accounting Today
March 2007 - Office
Tools Pro does a good job of putting all
of the relevant data entry and lookup
information onto one screen. From within
the central data entry forms, you have
access to your client data, time sheet,
calendar, work in process, and the to-do
list, as well as notes.
Contact information can be established
in one central location with subsequent
notes added to a common screen with appropriate
date and staff signatures automatically
appended to each note. Phone messages or
notes can be attached directly to a client
contact. When phone messages are taken,
the information within the note can be
transferred directly to the billing module
to make sure the maximum amount of billable
time is captured for even the smallest
tasks.
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Full Article
By Michael Giardina
February 2007 – This article
is based upon real events and can provide
insights to other accounting/tax offices.
Robert
and Mary Smith run a tax practice. They
have 10 employees, and usually hire up
to three part time tax professionals
during tax season. Their office will process
about
1300 tax returns a year. While some of
their clients are individual tax payers
and they only see them once a year many
of their clients are small businesses
and the Smiths provide other business services
for them, including accounting, payroll
and sales tax services.
Although most government correspondence
is handle directly by the Smiths, clients
who are not seen regularly receive government
correspondence in the mail. They will typically
contact the Smiths office seeking assistance
after receiving a notice. Per the Smiths
instructions, they will fax the notice
their office. Multiple times a day their
office receives faxed Internal Revenue
Service notices for their clients.
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Full Article
Featured in Law Office
Computing
January 2007 – Designed
specifically for small- to medium-sized
law firms and previously marketed to certified
public accountants and tax professionals,
Office Tools Pro combines several
different programs into one comprehensive
package.
Their latest version of the software
now contains legal-specific features, such
as case and
matter management capability, conflict
checking, a call dispatch feature, scheduling,
and records and file management.
Office Tools Pro doesn’t clutter
the screen with icons. Instead, client
information appears on the screen in totality.
Address and contact information takes center
stage with a series of tabs found directly
above them.
Pros
User friendly. Time entry and invoicing
is quick and simple.
Cons
Can be expensive for smaller firms with
a limited budget.
Verdict
An absolute yes. It’s an excellent,
easy to navigate product.
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Full Article
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