CPA

Bill your clients easily with one step billing and invoicing, view staff calendars in daily, weekly or monthly views, track and route phone calls, on-going to-dos, and email with Office Tools Professional. Control the workflow in your office by consolidating your client information into one powerful program.

Tax

Dramatically improve appointment productivity with our built-in confirmation system. Make and keep contact with your clients. Schedule your appointments; send confirmation letters, cards or both. When an appointment is near, be reminded when to make a confirmation call. Track every return through the office, track staff, time and billing with one powerful program.

Legal

Control the workflow in your office by finding relationships between contacts and cases, determine conflict, assign and track case/matter materials, cross-reference clients, parties and cases, print files and box labels and box/send files to storage all with one powerful program. Bill your clients easily with one-step billing and invoicing, view staff calendars in daily, weekly or monthly views, track and route phone calls, on-going to-dos, and email with Office Tools Professional.

Architect

Bill your clients easily with one step billing and invoicing, view staff calendars in daily, weekly or monthly views, track and route phone calls, on-going to-dos, and email all with Office Tools Professional. Control the workflow in your office by consolidating your client information into one powerful program.

Information Technology

Dramatically improve appointment productivity with our built in scheduling system. Make and keep contact with your clients with our powerful contact management system. Track your time on-site using remote time entry. Print work orders, track staff, and bill clients with one powerful program.

Other Professionals

Bill your clients easily with one-step billing and invoicing, view staff calendars in daily, weekly or monthly views, track and route phone calls, on-going to-dos, and email all with Office Tools Professional. Control the workflow in your office by consolidating your client information into one powerful program.