1. [Home](https://www.g2.com/) 2. ... 3. [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management) 4. [OfficeTools by CARET Discussions](https://www.g2.com/products/officetools-by-caret/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_8aff74458fe058b05f08cb9459e7408f/officetools-by-caret.png "Product Avatar Image") ](/products/officetools-by-caret/reviews) [ OfficeTools by CARET ](/products/officetools-by-caret/reviews) (90)3.6/5 OfficeTools provides everything you need to run your tax and accounting practice from a single solution. With OfficeTools Workspace, you can track projects from start to completion, organize client data, manage staff and tax workflow, and automate billing from one central dashboard—all while integrating with the applications you use most. OfficeTools Workspace helps your firm streamline day-to-day operations and work as a unified team. Show More * * * ### 15.0 Nps Score Already have OfficeTools by CARET? ### All OfficeTools by CARET Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 1 year ago More Options - [ # What do you like most about OfficeTools for practice management, and what could be improved? ](/discussions/what-do-you-like-most-about-officetools-for-practice-management-and-what-could-be-improved) What do you like most about OfficeTools for practice management, and what could be improved? [ Accounting Practice Management Software ](https://www.g2.com/tags/accounting-practice-management-software)[ Billing Software ](https://www.g2.com/tags/billing-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+OfficeTools+by+CARET+questions+and+get+answers+from+expert+users+in+our+OfficeTools+by+CARET+Discussions+section.&title=OfficeTools+by+CARET+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=OfficeTools+by+CARET+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=OfficeTools+by+CARET+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss%0aAsk+OfficeTools+by+CARET+questions+and+get+answers+from+expert+users+in+our+OfficeTools+by+CARET+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=OfficeTools+by+CARET+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss%0aAsk+OfficeTools+by+CARET+questions+and+get+answers+from+expert+users+in+our+OfficeTools+by+CARET+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • almost 3 years ago More Options - [ # What is OfficeTools used for? ](/discussions/what-is-officetools-used-for) What is OfficeTools used for? [ Accounting Practice Management Software ](https://www.g2.com/tags/accounting-practice-management-software)[ Billing Software ](https://www.g2.com/tags/billing-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+OfficeTools+by+CARET+questions+and+get+answers+from+expert+users+in+our+OfficeTools+by+CARET+Discussions+section.&title=OfficeTools+by+CARET+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=OfficeTools+by+CARET+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=OfficeTools+by+CARET+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss%0aAsk+OfficeTools+by+CARET+questions+and+get+answers+from+expert+users+in+our+OfficeTools+by+CARET+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=OfficeTools+by+CARET+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss%0aAsk+OfficeTools+by+CARET+questions+and+get+answers+from+expert+users+in+our+OfficeTools+by+CARET+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Mark F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mark F.") MF Loading... [Mark F.](https://www.g2.com/users/700a2339-b834-4aa3-9179-d49600cf120f "Mark F.") • almost 6 years ago More Options - [ # When can you integrate google calendar to the office tools calendar and scheduler? ](/discussions/30985-when-can-you-integrate-google-calendar-to-the-office-tools-calendar-and-scheduler) [ Billing Software ](https://www.g2.com/tags/billing-software)[ Accounting Practice Management Software ](https://www.g2.com/tags/accounting-practice-management-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+OfficeTools+by+CARET+questions+and+get+answers+from+expert+users+in+our+OfficeTools+by+CARET+Discussions+section.&title=OfficeTools+by+CARET+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=OfficeTools+by+CARET+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=OfficeTools+by+CARET+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss%0aAsk+OfficeTools+by+CARET+questions+and+get+answers+from+expert+users+in+our+OfficeTools+by+CARET+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=OfficeTools+by+CARET+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss%0aAsk+OfficeTools+by+CARET+questions+and+get+answers+from+expert+users+in+our+OfficeTools+by+CARET+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") RF Loading... [ronald f.](https://www.g2.com/users/d546ab61-1b14-48d9-a339-8e7fd14f45d0 "ronald f.") • over 6 years ago More Options - [ # Are other firms having problems with Work in Process and Accounts Receivable reports. ](/discussions/26116-are-other-firms-having-problems-with-work-in-process-and-accounts-receivable-reports) ? [ Billing Software ](https://www.g2.com/tags/billing-software)[ Accounting Practice Management Software ](https://www.g2.com/tags/accounting-practice-management-software) * * * \<0\>0\>Upvotes * * * 3 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+OfficeTools+by+CARET+questions+and+get+answers+from+expert+users+in+our+OfficeTools+by+CARET+Discussions+section.&title=OfficeTools+by+CARET+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=OfficeTools+by+CARET+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=OfficeTools+by+CARET+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss%0aAsk+OfficeTools+by+CARET+questions+and+get+answers+from+expert+users+in+our+OfficeTools+by+CARET+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=OfficeTools+by+CARET+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss%0aAsk+OfficeTools+by+CARET+questions+and+get+answers+from+expert+users+in+our+OfficeTools+by+CARET+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") CA Loading... [Camila A.](https://www.g2.com/users/a4b46719-15cf-4d0d-8c42-0b4c9b436d75 "Camila A.") • over 6 years ago More Options - [ # Would you recommend to switching to cloud base system? ](/discussions/26083-would-you-recommend-to-switching-to-cloud-base-system) We are trying to be a cloud base firm, and would like to know more about how it works. [ Billing Software ](https://www.g2.com/tags/billing-software)[ Accounting Practice Management Software ](https://www.g2.com/tags/accounting-practice-management-software) * * * \<0\>0\>Upvotes * * * 4 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+OfficeTools+by+CARET+questions+and+get+answers+from+expert+users+in+our+OfficeTools+by+CARET+Discussions+section.&title=OfficeTools+by+CARET+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=OfficeTools+by+CARET+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=OfficeTools+by+CARET+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss%0aAsk+OfficeTools+by+CARET+questions+and+get+answers+from+expert+users+in+our+OfficeTools+by+CARET+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=OfficeTools+by+CARET+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss%0aAsk+OfficeTools+by+CARET+questions+and+get+answers+from+expert+users+in+our+OfficeTools+by+CARET+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/officetools-by-caret/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/9da54fd31e28ebc1dd82c604317a3a25/officetools-by-caret.svg "Product Avatar Image") ### Have you used OfficeTools by CARET before? Answer a few questions to help the OfficeTools by CARET community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fofficetools-by-caret%2Fdiscuss%3Fsmall_ask%3Dofficetools-by-caret) No ## Top Contributors in OfficeTools by CARET 1 ![Greg F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Greg F.") GF Loading... ### [Greg F.](https://www.g2.com/users/b0d6b661-99a2-45ba-ac91-e9d8847a24d5 "Greg F.") 3 pts 2 AC Loading... ### [Alessandro C.](https://www.g2.com/users/21bfbcad-ffc4-4051-837d-fc9aaee4ede2 "Alessandro C.") Firm Manager 2 pts 3 NL Loading... ### [Natalie L.](https://www.g2.com/users/10972c73-d179-47e8-8460-0bf293b12539 "Natalie L.") 1 pt 4 ![Ford B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ford B.") FB Loading... ### [Ford B.](https://www.g2.com/users/f878cd37-8ad7-4975-b419-e7bf17a944f0 "Ford B.") Managing Member 1 pt 5 ![Mark F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mark F.") MF Loading... ### [Mark F.](https://www.g2.com/users/700a2339-b834-4aa3-9179-d49600cf120f "Mark F.") 1 pt