Office Tools Professional Reviews - 3rd party software that works with QuickBooks

Office Tools Professional

Practice management software providing a single screen workplace for all office information. A system to track phone calls, tasks, time, schedules, due dates, documents, email and billings.

Subscription-based Pricing:
Subscription costs calculated at 35% of initial purchase cost. Initial cost based on desired features and number of licenses. Initial purchase costs start at $500 for single user professional packages

Developer: North 40 Systems

Free Trial

Customer Comments

Average Overall Rating:

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Office Tools Professional integration with QuickBooks is fantastic
Thompson Accounting
Overall Rating:

[09/10/2011] I use the QB integration from Office Tools Professional that integrates all my Contacts, Invoicing, Time Cards and Payments seamlessly. In minutes I had all my QB data in their program. I send my Time to QB for payroll and all my financials are updated from Office Tools. We use the Practice Management software from Office Tools Professional to track workflow, documents and time & billing. Wow. It has really changed how we manage our practice.

Ease of Use

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Quality

Performance

Support and Service

Value

Not recommended for NUMEROUS reasons
AAC70461
Overall Rating:

[05/26/2011] Our firm has been a client of Office Tools Pro (OTP) for over 3 years. We struggled thru numerous updates on the 2009 version, which never seemed to work quite like they said it should. When the 2011 version was released, we were assured the problems had been resolved and renewed our subscription. Once we agreed to the upgrade fees and billed, we were promised the update within 30-45 days. It took over 90 days before we received the upgrade. Once the upgrade was received, installation created numerous problems and correcting those issues took more un-billable hours than I care to mention. It is now months after the release and there still are not accurate user guides available for the product. Of course, you can get additional training for $150.00/hr. So, after once again struggling thru multiple updates that were supposed to fix the problems, we paid for the OTP 2011 conference in Vegas. When we registered, we were told that someone would be available to assist with the technical issues that we were having. However, when we finally were able to get technical support, on the 2nd day, after discussing several technical problems that they admitted were not yet solved, we were informed by the president that they would not be able to assist us and we would have to find time after the conference. Understand that we attended the conference after several months’ worth of trying to work with them over the phone and email. The OTP 2011 conference was simply a sales pitch for additional add-ons to a product that is unfinished. Several people had purchased these add-ons months ago and not yet received them. Additionally on cost, the president bluntly admitted that this product is cheaper to startup but will cost more in the long run. The sum it up, the system is expensive to operate, not well designed, the support and service are non-existent and the value of the product outweighs the small benefit. If you read the reviews written on the website, they are written by Michael Giardina and Eric Rasmussen, who were both involved with OTP and sales for OTP, not independent reviewers.