If it is one thing COVID-19 has taught us, it’s that we can’t be certain where we will be working from tomorrow. We might be in the offices of our accounting firm, or we might be working from home. Many of us were looking for alternatives to the traditional work environment long before the pandemic, but we simply couldn’t find the solutions to support our requirements.
But while many of us figured out a way to do our work piecemeal, organization and programming experts were expanding and enhancing solutions to make life easier for us. So now, if you are looking for a cloud-based practice solution that lets you manage your clients and projects as well as track your phone calls, time entries, and notes, all within a single, secure application, you need look no further.
OfficeTools Cloud is an all-in-one practice management solution that enables growing accounting and tax firms to automate their practice from a single, secure web-based application. From tracking client collaboration to team management to visibility into firm performance — OfficeTools Cloud provides access anytime, anywhere - from any browser.
You should also make plans to attend the Insightful Accountant hosted webinar titled, Achieving Balance in an Imbalanced World – Understanding the Accounting Practice Management Lifecycle on June 24, 2021, at 2:00 PM Eastern which will explore how accounting-specific technology can position your firm to thrive in all market conditions. . Register Here.
Source: OfficeTools Cloud (Product Dashboard)
With OfficeTools Cloud client collaboration is made seamless through a client portal allowing firms to effortlessly assign tasks, post messages, transfer documents, and manage the payment process. And clients love the ability to access their records and make payments directly online for their invoices when due. Plus, you never have to worry about miss-posted information because the use of AI and machine learning ensures that documentation uploaded into OfficeTools Cloud is tagged and categorized based on the document contents with a summary included in the client’s file.
Source: OfficeTools Cloud (Tasks)
Using OfficeTools Cloud team management starts by reorganizing chaos caused by disparate (and often siloed) business tools which are critical for everyday work. For example, by leveraging integration with Microsoft Office 365 your team members can read and save important client emails. They will never miss an appointment on their calendars, and they can update client information without leaving the OfficeTools Cloud application. In addition, employing the popular Microsoft Office 365 mobile app ensures your team members have access to all the same communication tools, project data, and client information while on the move – mobility has never been easier or more cost-effective. That means they can work from anywhere, anytime.
The cloud-based architecture of OfficeTools Cloud ensures that designated firm employees can securely access key information from any location, giving firms the flexibility to accommodate remote work and also allow you to hire the most qualified team members regardless of location so that you can scale up or scale down as your firm’s workload fluctuates.
And did I mention QuickBooks? OfficeTools Cloud has bidirectional sync with QuickBooks Online which eliminates any double entry of data. The sharing of critical data like customers, invoices, and payments between the two applications also reduces the risk of data errors.
OffiiceTools Cloud includes Time-tracking and billing with single-click time entry. You can use the timecard assistant to sell all of the activities that have not yet been associated with timecards before creating an invoice. Once you have invoiced your time, your payments can be collected via Abacus Payment Exchange (APX) payment processing, supporting credit cards, ACH payments, and e-checks as well as scheduled and recurring payments.
Source: OfficeTools Cloud (Payments-Recurring)
Remember, I have just started to make you ‘app aware’ of the features and functions you will find inside of OfficeTools Cloud. For more details just head on over to the OfficeTools Cloud website, you can sign-up for a ‘Free 21-day Trial’. By the way, if you are looking for an Accounting Practice Management solution that includes tax integration and that works with either QuickBooks Online or QuickBooks Desktop, then be certain to check out OfficeTools WorkSpace.
You should also make plans to attend the Insightful Accountant hosted webinar titled, Achieving Balance in an Imbalanced World – Understanding the Accounting Practice Management Lifecycle on June 24, 2021, at 2:00 PM Eastern which will explore how accounting-specific technology can position your firm to thrive in all market conditions. . Register Here.
Disclosure(s):
App Aware articles are editorial features, they are NOT sponsored content. While they may (or may not) contain references or 'inserts' that refer to sponsored content, or sponsored webinars, or the vendor's website(s), the actual feature is intended as an informational resource for our readers, not sponsored product promotion.