Financial Cents
Accounting practice management platform that helps firms track work status, automate client data collection, manage workflows, and measure profitability.
OfficeTools
Website: officetools.com
OfficeTools is a practice management platform that centralises contact management, time and billing, document management, workflow tracking, and due date monitoring for accounting firms. It integrates with common US tax preparation software including Lacerte, UltraTax, Drake, and ProSeries.
Firms use OfficeTools to manage the full lifecycle of client engagements — from initial contact and onboarding through to project completion and billing. The due date monitoring system tracks filing deadlines across the client base and generates alerts as dates approach. Workflow features include customizable templates for recurring engagements and task assignment with progress tracking.
OfficeTools is available as both a cloud-hosted and locally installed product. It is best suited for US accounting firms, particularly those with a tax-heavy practice that need tight integration with their tax preparation software.
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