OfficeTools Cloud

The future of cloud-based practice management software

Meet OfficeTools Cloud, an accounting firm cloud-based practice management software. It provides instant access to your firm’s clients, projects, phone calls, time entries, and notes — from a single, secure, web-based application.

Gain Quick Insights

Check in on clients and project status from a single dashboard that highlights what matters most to you.

Create a centralized Source of Truth

Leverage the best features of Office 365 by integrating existing contacts, calendars, and email into your projects, time tracking, and invoicing.

Quickly and Confidently Track Projects

Get a full view of completed steps, delivery methods, and project notes. Move quickly with pre-made templates or create your own!

Keep Clients Happy

Quickly answer client inquiries from a single space that tracks emails, appointments, tasks, phone calls, documents, and billing.

Ease Billing Burdens

Capture time entries quickly and accurately with a single click. Easily bill time and process payments all in one system.