BigTime by BigTime Software
BigTime is built for professional services firms that need project, budget, time, expense, invoicing, and client payment work in one PSA workflow.
Professional Services Automation Software
OfficeTools reviews and summary
OfficeTools, by AbacusNext, provides a comprehensive practice management solution specifically for tax and accounting firms. The Workspace edition offers a single dashboard to track projects, organize client data, manage staff and tax workflow, and automate billing, all while integrating with key applications. OfficeTools Cloud is an all-in-one, web-based application that allows growing firms to automate their entire practice from a secure, centralized platform. It is designed to streamline operations, improve client service, and enhance the productivity of accounting professionals. OfficeTools is exclusively for tax and accounting practices, including CPAs, accounting firms, and tax professionals. It is ideal for firm owners, practice managers, and...
Best for
OfficeTools is exclusively for tax and accounting practices, including CPAs, accounting firms, and tax professionals. It is ideal for firm owners, practice managers, and accountants who need an integrated system to manage client work, staff, deadlines, and billing efficiently, whether on-premise or in the cloud.
Starting price
$59.00 Per-Month
Vendor
AbacusNext
Key takeaways
Our verdict
OfficeTools is a deeply specialized and robust practice management suite that effectively addresses the unique workflow needs of accounting firms, likely offering significant efficiency gains for those in the profession.
Quick facts
OfficeTools at a glance
Overall rating
4.1/5
Reviews
180
Starting price
$59.00 Per-Month
Vendor
AbacusNext
Founded
1983
Location
United States
Ratings
OfficeTools ratings
Ratings in this section summarize available rating data. Software reviews are shown separately when users submit reviews.
Decision notes
OfficeTools pros and cons
Potential strengths
- Unifies project tracking, client data, and tax workflow in a single workspace.
- Billing automation support can reduce manual steps for recurring firm processes.
- Support and training options are designed for teams, including phone help and training sessions.
Points to verify
- Validate staff role setup and handoff visibility between preparers, reviewers, and managers.
- Confirm export and integration points with your existing tax output and document flow tools.
- Test how late-cycle changes behave, especially around tax deadlines and billing adjustments.
Buyer fit
Who uses OfficeTools?
OfficeTools is exclusively for tax and accounting practices, including CPAs, accounting firms, and tax professionals. It is ideal for firm owners, practice managers, and accountants who need an integrated system to manage client work, staff, deadlines, and billing efficiently, whether on-premise or in the cloud.
Feature research
OfficeTools features
These are common features buyers compare in Professional Services Automation Software. Product-specific availability should be confirmed with the vendor.
Billing & Invoicing Management
Generate and oversee financial documents, including billing statements and invoices.
Stakeholder Portal
A secure online gateway for clients to view project details and data.
Team Collaboration Suite
Features that enable team members to exchange files, message, and co-author projects in real-time.
CRM Integration
Sync with CRM systems to centralize customer data and streamline business relationships.
Centralized Document Control
Gather, store, and distribute documents within a unified hub to improve data accessibility for all stakeholders.
Strategic Portfolio Oversight
Assess project portfolios to ensure alignment with high-level strategic business goals.
Project Coordination
Organize timelines, budgets, and resources to ensure successful project delivery.
Automated Proposal Drafting
Draft formal project bids by calculating anticipated expenses for workforce and supplies.
Quotation & Estimating
Generate professional price quotes and maintain a history of all sent proposals.
Human Resource Allocation
Strategically managing and allocating an organization’s human resources for maximum efficiency.
Time & Expense Logging
Track billable hours and expenses to streamline the invoicing and billing process.
Pricing
OfficeTools pricing
Starting price
$59.00 Per-Month
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Pricing model: Per Feature
Pricing can change. Confirm current plans and terms with the vendor.
Compare
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Compare OfficeTools with other Professional Services Automation Software tools that buyers often evaluate.
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Software reviews
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FAQ
OfficeTools FAQs
The profile is tailored for accounting and tax environments, so broader teams should still run a targeted pilot.
The intent is to keep projects and client data in one place, which can reduce information loss in handoffs.
Start with a full tax cycle for one office team and verify project, client, and billing consistency.
The profile lists cloud and Windows desktop options, along with web-based operation.
Support options include email help desk, phone support, a knowledge base, and live representative access.
In-person, live online sessions, webinars, and documentation are listed, which is useful for staged rollouts.
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