Video Testimonials

OTP vs. Others – Matt Holdsworth
Interface – Shelvin Byers
Staff Goals – Matt Holdsworth
Time Saver – Tracy Bressler
Project Management – Tracy Bressler

Testimonials

"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."

Rick E Oelerich, LPA EA

"The other good feature of OTP was the graphical interface, which was key to us. Because you have so many programs out there and the interface is really clunky. They were one of the best on the market that I saw that really had a front-end that was visually allowing staff to be productive."

Shelvin Byers, Consultant

"I know that we bill more using Office Tools Pro 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 elevates a ton of frustrations for our team members. All in all it makes us more efficient, well-run organized office."

Tracy Bressler, CPA

"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

"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

Billing & Contacts – Greg Steinbis
Paperless Society – Brett Porter
Team Builder – Tracy Bressler
Customer Relationship – Greg Steinbis
All-in-One Solution – Matt Holdsworth



"I was looking for a solution geared toward an accounting firm in order to track our work. I was very excited to find their product, an economical solution that interfaced with two big products that we use, Outlook and QuickBooks. In the past, I tried other programs and found that unlike Office Tools Professional, they did not have a good project management system."

Tony B. Springer, CPA, PA

"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."

Faye Melcher - R.J. Melcher Tax Accountants

"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

"Our firm has depended on Office Tools Professional for over 8 years now for all of our practice management needs. Their softwares enhanced capabilities and easy to use features have proved to be an unmatech cost savings to our firm.  The high quality support shows a commitment to their customers.  We are very pleased to be working with them."

Alan Locke, Partner - Locke, Kasal, Ferris CPA's

"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