2012 Innovation Awards Nomination:
Office Tools Pro: Practice Management 2011
www.PracticeToolsPro.com
Our newest generation of our Practice Management software with its integrations and client portal has been completely redesigned and rewritten. With this we have added integrations with Outlook, QuickBooks, Lacerte, Adobe and others to revolutionize small and mid-size accounting and tax firms.
With the latest technologies and graphics design we have updated our single screen interface that works in concert with a firm’s workflow. Firms find incredible efficiencies in their day-to-day duties. From owners to every staff member an entire firm can reap the benefits of using our newest release.
Information is always in one place from basic tasks of tracking phone call and appointments to due date tracking and billings. This eliminates the need for multiple applications, screens and databases.
For managers, all staffing information, all client history and the status of all workflow is contained in the same single screen interface.
Offices can track their tax and accounting workflow and its related time whether billing by the hour or value billing. Our software is a tool that combines these important elements together instead of using separate applications. We continue this type of integration by including features that track the related phone calls, documents and emails in this same environment. It is no longer necessary to manage and maintain multiple applications to run your firm let alone multiple screens. This type of innovation is not only what sets the newest version of Practice Management apart from all other office systems, but makes it the best natural choice for tax and accounting offices.
Contact: Mike Giardina
mikeg@officetoolspro.com
661-951-9900
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