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Office Tools Pro

A multi‑module management system designed by Office Tools Pro.
Questions about Office Tools Pro? Call (800) 827-1151 and talk to a software expert now.

Office Tools Pro provides an easy-to-use, comprehensive practice management package for accounting, CPA, Legal and Tax professionals, including contact management, time and billing, scheduling, due date reporting, project tracking and document management. Contact us today and receive Office Tools Pro free of charge, with free training & support for 90 days.

Easy to Use

Highly intuitive easy-to-use interface and operation. With Office Tools Pro, you can locate client information in seconds, so you can begin billing time, scheduling appointments or locating documents immediately. Office Tools Pro is designed around the client data which helps you run your office more efficient and better customer relationships.

Replaces Multiple Software Programs

Office Tools Pro has consolidated many programs into one robust, easy-to-use program. Office Tools Pro has made managing multiple tasks effortless by combining contact management, time and billing, scheduling, call tracking, document management, project tracking, due date reporting and records management into one central program.

Built for Small Business

Large firm software usually involves high costs and lacks the affinity for the small business office workflow dynamic. Office Tools Pro makes software that is built for small business. We provide users with a flexible program that allows users to change from one task to another with the click of a button.

Simple Installation & Maintenance

With Office Tools Pro, the task of integrating a new program in your office becomes an easy one. The utility program in Office Tools Pro adds automatic back up and maintenance capabilities, reducing administration time and keeping the system running smoothly. Network updating provides for fast and easy deployment of program enhancements, which can be received automatically via Internet. Whether you need to import existing client information, train your staff, or just need a question answered, Office Tools Pro is just a click or phone call away.

Flexible Integration

The flexible, modular design of Office Tools Pro’s practice management software enable users to painlessly retrieve contact information between other programs and allow for endless integrations - a necessity for today’s office management environments. Office Tool Pro has data integration with Intuit’s QuickBooks® 2004 products. The sharing of critical data, such as invoices and receivables, enables users to save time, money and staff resources by reducing the chance of data entry errors and eliminating duplicate entries between these programs.

Exceptional Customer Service

Focused on customer satisfaction, we strive to provide personalized, responsive service and support at all stages - from your first contact with Office Tools Pro to pre-purchase follow-up. Our personalized service and support capabilities include product customization, contact management and time and billing system integration, installation, training, and remote and on-site maintenance. With this broad range of capabilities, Office Tools Pro is able to approach each user with flexibility, listening carefully to customer needs and responding with individualized solutions. You can rely on Office Tools Pro.

Office Tools Pro is a fast growing solution provider in the practice management and time and billing industry with over 500 users in five years of business. Our growth has been, and will continue to be directly related to our focus on what matters: providing our customers with the best practice management software and time and billing solutions to meet their needs at a cost that provides significantly more value for the dollar. Our mission is to provide the best practice management software and robust solutions and service available, and ensure we exceed expectations in each and every implementation.

Popular Functionality Modules

Case/Matter Management Our program is specifically designed for the small business. This means we built it around a simple, one-step contact management system that is always visible at the top of…

Document Management Our comprehensive and easy-to-use document management system allows you to create, capture, store, track and access electronic files. 4 STAR rating - CPA Tech Advisor 2006.…

Due Date Reporting Office Tools Pro due date reporting and project management features control the workflow of important tax and other office deadlines. Create due dates, reminders, notes and…

Project Tracking Office Tools Pro’s easy-to-use project management feature allows you to create and track projects with the click of a button. Manage an unlimited number of projects…

Records Management The bar code records management system provides users with the capability to handle all case matter paper files. Use Office Tools Pro to box, file and prepare boxes for…

Complete Functionality Module List

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