Data Imports $400

Get started quickly with our data import services. Integrate primarily contact data from any source by simply providing a export file from your program.  We accept excel, dbf, txt and other file types. We convert ACT! and Goldmine files too. We can retrive your file from an encrypted secure site, then convert your basic contact data and return it to you.  Quickly and securely.  Price starts at $400. Call customer service for conversion services and pricing.  888 667 8440.

QuickBooks® Integration Tool $250 per office

Office Tool Professional has data integration with Intuit's QuickBooks® 2007 - 2010 products--including QuickBooks: Pro, Premier and Premier Accountant Edition. The sharing of critical data like customers, employees, vendors and item codes, enables users to save time and resources by reducing the chance of data entry errors and eliminating duplicate entries between these programs. The export time cards option allows you to create payroll for your staff and bill your clients. Utilize all our workflow benefits including billing and tracking A/R in Office Tools Professional, taking advantage of incredible reporting and metrics, and then export invoices and payments to Quickbooks. Price $250.

Microsoft® Outlook Integration Tool $250 per office

Use Office Tools Professional to import information to or from Microsoft® Outlook 2003 or 2007 for quick contact setup. Integrate Microsoft Outlook calendars, contacts and tasks from Office Tools Professionals schedules, contacts and tasks. Sync in real time all information. Also included is the ability to bring in Outlook Email for review, reading and storing in the document managment system. All done easily and securely. This feature works with Outlook and Exchange. Price $199

Dymo Label Printer Integration  - Included

Printing from Dymo is efficient.  Now with Office Tools Professional you can select a contact and with one click have an indivdual label in your hands.  Quick and Easy. All you need is the Dymo printer.  Dymo Printers can be purchase on line at www.dymo.com

Lacerte® Integration Tool $350 per office

Office Tools Professional now integrates with Lacerte tax program. Import your data from Lacerte or sync it with your existing contacts. Enter new contacts in Lacerte and import them with any changed contacts into Office Tools Professional.  In addition any changes to contacts info can be sent from Office Tools to Lacerte.  You choose which method works for you. This program can also transfer over spouse, dependents, partners and other related records.  Think of it. No more double entry! Enter data in only once. Look for more tax software integrations to come. For more info call 888 667 8440

Microsoft® Excel Data Import Tool $200 per office

Create any contact information in a MS Excel file and import your data directly into Office Tools Professional. Match up each cell with the fields for our contacts page and import Contacts name, addresss, phone number and nearly every field from our contacts page in Office Tools Professional. No waiting, import now and be running Office Tools Professional today! For more info call 888 667 8440

Laser App® $299/rep

Office Tools Professional integrates with the Laser App® automated forms system. Laser App is a widely accepted forms tool for Financial Planners providing over 10,000 fund forms in fillable PDF format. Simply maintain your contact and financial data in Office Tools Professional and the press the Laser App button.  This will open up Laser App and all desired forms will populate with the selected clients information. Office Tools Professional resells this product.  For more info 888 667 8440

Adobe Acrobat® Toolbar Add-on- Included

Create a PDF from any source and save it directly to Office Tools Professional using Adobe Acrobat.  Simply create the file from your scanner or tax program and save it into Office Tools Professional. Compatible with all Tax Programs.  Use our Adobe Acrobat tool bar for quicker transfer of PDF files directly into our document managment form. Then the file will be stored in Office Tools Professional for future reference. Twain scanners not required.  Releasing in May 2010 Office Tools PDF printer and Twain Scanning from within Office Tools Professional.

Microsoft® Office Toolbar Add-on - Included

Office Tools Professional integrates with the Microsoft® Office programs Word, Excel & Outlook. Most reports can be exported directly to Word or Excel.  You can use our new MS Office Add-In tool bar to save MS Office files and email directly into Office Tools Professional.  You can also create time cards for payroll or billing inside of MS Office.  The Add-in feature is only available in MS Office 2003 and 2007.

Mapquest® Integration - Included

Directions and Maps with one click when selecting a contact.  Now thats being smart.