Discover new opportunities for your firm to improve efficiency, security and client experiences this upcoming 2020 tax season. Register to watch the webinar today.
“We’ve been with OfficeTools for seven years and never looked back. Our firm was growing and tracking returns was a logistical nightmare for staff and embarrassing to tell clients that we needed to call them back because we didn’t know what the status was of their return. We had substantial write-offs of staff time and when we switched to WorkSpace they were completely eliminated.”Matt Holdsworth
“It has changed our firm, it is just wonderful. Being able to know in the process where we are with tax returns, find the files, have good metrics about where we’re spending our time, and overall managing our practice has made a huge impact. We’re just thrilled.”Julia Rhoads
“Once OfficeTools WorkSpace was up and running, everybody immediately saw the value. Everything could be done one time, it went where it needed to go, and we were very happy.It’s the best time billing software, and there is so much packed in it. We’ve been using it since 2009, and I still haven’t used every single aspect that’s in it because there’s so much.”Cyndi Bennett