--- title: OfficeTools by CARET Reviews meta\_title: 'OfficeTools by CARET Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 90 reviews by the users' company size, role or industry to find out how OfficeTools by CARET works for a business like yours. aggregate\_rating: rating\_value: 3.6 review\_count: 90 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # OfficeTools by CARET Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by OfficeTools by CARET but has limited features. Are you part of the OfficeTools by CARET team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [CARET](https://www.g2.com/sellers/caret-891b58ed-205f-4e4e-a01f-a392a0b14764) Discussions [OfficeTools by CARET Community](https://www.g2.com/products/officetools-by-caret/discuss) Languages Supported English Solution Type All-in-One Overview by Sarah Gardiner Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 3 months ### Return on Investment 32 months [ View More Pricing Information ](https://www.g2.com/products/officetools-by-caret/pricing) ## Top-Rated Alternatives [ ![Canopy](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Canopy") Canopy 4.6/5(815) ](https://www.g2.com/products/canopy-2026-05-12/reviews) [ ![Karbon](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Karbon") Karbon 4.8/5(915) ](https://www.g2.com/products/karbon-2025-03-03/reviews) [ ![BigTime](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "BigTime") BigTime 4.5/5(1,765) ](https://www.g2.com/products/bigtime/reviews) [ View All Alternatives ](https://www.g2.com/products/officetools-by-caret/competitors/alternatives) ## User Insights Average based on 90 real user reviews. Implementation Time 3 months Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 7/23/2024 "BUYER BEWARE!! OfficeTools Workspace does not live up to promises made during the sales pitch" 0/5 What do you like best about OfficeTools by CARET? The project tracking workflow part of the application would have been nice if it had not been so slow. Client manager allows you to link all entities related to one client. Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? - VERY VERY SLOW!! Painfully SLOW! - Not user friendly; cumbersome - Reports did not provide the information we were promised - Functionality was not what was promised - Emails would not sync as promised. - Support and training was grossly inadequate. One would think they would want to provide as much support as needed to ensure customer success. However, they are all about the sale because they lock you into a contract that they refuse to let you out of. They don't need to give you support because they continue taking your money. - Application is archaic and has changed very little since I used it at another firm in 2010. - Trying to make this application work for us cost our firm much more money and time than it should have. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? They did not help us solve any problems. Support was almost nonexistent. They required that we sign a contract and they continue to charge us for a product that we cannot use despite expensive upgrades to our server and network per their specs. The product does not live up to the promises we were sold. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Keegan W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Keegan W.") KW Keegan W. Audit Manager Small-Business (50 or fewer emp.) 8/28/2023 "Everything is only 1,000 clicks away" 0/5 What do you like best about OfficeTools by CARET? Time entry and billing are quick and easy Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? Assigning tasks, client contact management Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? It does a good job with billing where it can be done quickly. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Usman H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Usman H.") UH Usman H. Enterprise (\> 1000 emp.) 7/18/2023 "Office Automation" 5/5 What do you like best about OfficeTools by CARET? Whole Office suite, which must have software package for everyone Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? Microsoft did a remarkable job by offering this complete package Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? Day to day customer interaction, advisory and followup Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AC Alessandro C. Firm Manager Small-Business (50 or fewer emp.) 4/7/2020 "Office Tools is a Game Changer - Updated June 29th 2022" 4/5 What do you like best about OfficeTools by CARET? The ability to control workflow is very strong. As an operations manager, procedures, policies, and workflow are very important. Today, in this time of COVID-19, many employees are working from home. It would be extremely difficult to accurately run the office without Office Tools. Using Office Tools, we can track all projects regardless of where our employees are working from. Update: Unfortunately Abacus decided to introduce a new payment system, APX, to the software. We BETA tested the software and it did not work well, yet they rolled it out and essentially broke the software. Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? Support has declined. There are long wait times since Abacus took over, and I find that many of the support staff are less familiar with the software than I am. There is some strong support staff such as Oscar Diaz. He should be the model of what their support staff should follow. Update: Just about Everything 1. APX System a. The Pay Now links and portal Payments do not work correctly. We can no longer trust any of the information on our AR reports. We are dealing with missing payments, payments made that do not post to invoices, payments posting to invoices that were not actually paid, customers being charged multiple times but no record as to where the extra payments have gone, and Payment links just not working. Statements are incorrect as the payments are not posted correctly. 2. QuickBooks Online sync no longer works. We decided to give up on APX and go back to QBO but most of the sync features no longer work. Essentially trapping us to work with a damaging payment system. 3. Lacerte Sync is slow, and also inaccurate, 4. Office Tools is slow and buggy, many times you can click on various tabs but the screen doesn't change. 5. If we try to send statements it crashes and the "Last time sent" column no longer lets us know where it stopped. This causes clients to get duplicates, triplicates, and more of their statements. 6. The services are constantly getting hung up. We even switched servers and they still get hung up. 7. Conversations with the APX team are very difficult. I spent a half-hour with high-level persons and the conversations focused on how I expect the payment system to work when I just need it to work. 8. We have a large number of Tickets (20 or so) that have not been resolved since September 21. Overall very very disappointing, with no solutions in sight. We have begun the search for replacement software. Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: If you are considering Office Tools there are a few variables that you should look at. Office Tools is a powerful tool in running your office and managing workflow, invoicing, timesheets, and document management. However, it requires work. We sent almost 3 months mapping out our procedures so they could be translated into Office tools. We also spent time creating backend codes and information. The training lasted 1 week. We had a trainer come to our office, and then we continued the training for the remainder of the week. We did have a misstep, as we did not account for the amount of resistance we faced with our staff. We had to regroup and spend more time training and explaining the benefits this software would bring to the office. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? We are solving Invoicing and billing all of our time. We have been able to centralize invoicing and billing has increased greatly. The ability to send out retainer invoices and monthly statements has also helped us realize more profit. Updating: Currently it is not benefitting us at all and actually costing us money. Review collected by and hosted on G2.com. Show More 6/29/2022 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller RN Robert N. IT Small-Business (50 or fewer emp.) 4/27/2022 "My office tools experiences" 1.5/5 What do you like best about OfficeTools by CARET? the time tracker and project management system worked great. we were more able to track our time in projects as well as track down any to-do or task in projects. Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? Besides the time track and the projects I always had issues with office tools. I was unable to run accurate reports. the billing section was a mess. Sometimes when I look for clients nothing will populate it was a complete mess filled with bugs. Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: My only advice is to truly look into the software and compare it to others, I had a bad experience but that does not mean you will have one. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? The billing is more correct the searching and filtering for clients is much better. Insightly as a CRM is much more advanced and more customizable with better tech support. Review collected by and hosted on G2.com. Show More 7/18/2024 Validated ReviewerIncentivizedSource: G2 invite BE Bruce E. CPA- owner Small-Business (50 or fewer emp.) 4/7/2020 "review" 2.5/5 What do you like best about OfficeTools by CARET? it takes care of our time and billing... but there is a lot of room for improvement Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? more flexibility in contacts and emails. Major delays when transferring from one client to another. TOO many emails when sending documents to the Portal- NOT client-friendly AT ALL Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? it has made scheduling much easier plus tracking client work. HOWEVER, the portal problem is a major issue. Not sure if they even care to fix Review collected by and hosted on G2.com. Show More 4/7/2022 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Russell B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Russell B.") RB Russell B. C Small-Business (50 or fewer emp.) 7/9/2020 "Clunky, slow, and horrible" 0/5 What do you like best about OfficeTools by CARET? Billed as an all-in-one solution for practice management. Practice in a box concept is attractive in principle. Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? It doesn't do any single function particularly well and runs horribly slow. The interface is outdated and clunky. Customer support is poor - slow to respond, quick to pass the buck and blame the hardware (which was also provided by Abacus, don't get me started on that disaster). Doesn't actually address the systemic issues even after multiple, multiple tickets submitted over a 4 month period. Eventually gave up and stopped trying to use it. Stuck in multi-year contract so obligated to continue paying for it even though I am no longer using it. Lacerte integration was broken at the time we were using OT and was not fixed by the time we moved on. Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: Run far away from any product attached to Abacus. Do not sign a long term contract. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? I am not currently using OfficeTools because no part of it functions well enough to be usable, much less to meet any of our needs. Review collected by and hosted on G2.com. Show More Response from Natalie Lara of OfficeTools by CARET [Editedit](https://www.g2.com/survey_responses/officetools-by-caret-review-4294716/official_response/edit) Hi Russell, I'm so sorry about your experience. I would really like to see if we can help you in any way. I have notified our support teams and they may reach out to you. You can also reach the support leadership team immediately if you prefer: csleadershipteam@abacusnext.com. I do hope we can help you get set up properly! 7/9/2022 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Mike F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mike F.") MF Mike F. Owner Small-Business (50 or fewer emp.) 4/3/2020 "Best Practice Management Tool for Small to Medium CPA Practice" 4.5/5 What do you like best about OfficeTools by CARET? We adopted OTP almost 7 years ago. The APP has really helped improve workflow management ,. In addition OTP integrates with our QuickBooks Enterprise, Outlook so our contact database is always up to date Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? We have noticed that after OTP was purchased by AbacusNext, that customer support was not as responsive to support requests as they had been in the past.Additionally, there has not been much in the way of new features rolled out since the acquisition. However, if you're a smaller practice (say under 25) ,we believe that Office Tools is still one of the best & affordable practice management tools on the market today. A good practice management tool will improve your practice, increase productivity and increase your bottom line. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? We adopted OTP almost 7 years ago. After we implemented OTP had immediate improvement of or project management & workflows. Then in the subsequent years we improved our project turn time, increase our revenue & profits. In addition at any point in time all of our team knows the status of any project as well as an integrated database for our contacts to QuickBooks Enterprise & office 365. Review collected by and hosted on G2.com. Show More 4/19/2021 Validated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 12/14/2021 "Officetools Review" 4.5/5 What do you like best about OfficeTools by CARET? Our firm was given the opportunity to evaluate office tools as an alternative to the major vendors that are in the marketplace. We enjoyed the ability to use the applications seamlessly for documents and presentations. Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? The biggest challenge for our organization is that some of the functionalities built into office tools are not compatible with the major vendors requiring our staff to learn new shortcuts. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? We were experiencing an increase in costs for each seat license by double digits - using office tools we were able to reduce overhead costs by 15 percent across the board. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") CA Verified User in Accounting Small-Business (50 or fewer emp.) 1/4/2022 "Great Accounting Management" 5/5 What do you like best about OfficeTools by CARET? It's usefulness in providing the ability to track time, billing, invoicing, contacts, projects, and documents in one place, while integrating with other key business tools. Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? There is not much to dislike about this software, but it's interface needs a little upgrade. Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: Take a look at all the advantages that this software can provide because it will maximize productivity. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? It's maximizing the ability of the current staff to fully integrate many business tools. Benefits are endless as it works with many softwares in the industry. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Questions about OfficeTools by CARET? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about OfficeTools by CARET ](https://www.g2.com/products/officetools-by-caret/discussions/new) GU Guest User What do you like most about OfficeTools for practice management, and what could be improved? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-do-you-like-most-about-officetools-for-practice-management-and-what-could-be-improved) ![Mark F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mark F.") MF Mark Fuglevand • Last activity almost 6 years ago When can you integrate google calendar to the office tools calendar and scheduler? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/30985-when-can-you-integrate-google-calendar-to-the-office-tools-calendar-and-scheduler) [ View all Discussions ](https://www.g2.com/products/officetools-by-caret/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 3 months ### Return on Investment 32 months ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/officetools-by-caret/pricing) OfficeTools by CARET Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_5770d878862b57fabe977ea85a889ca0/canopy-2026-05-12%282%29.png "Product Avatar Image") Canopy 4.6/5(815) [ Compare Now ](https://www.g2.com/compare/canopy-2026-05-12-vs-officetools-by-caret) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2af47b2c3671189bb1dbf55881c24082/karbon-2025-03-03.png "Product Avatar Image") Karbon 4.8/5(915) [ Compare Now ](https://www.g2.com/compare/karbon-2025-03-03-vs-officetools-by-caret) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d6670835d242fa1c20b36b40688856c3/financial-cents.png "Product Avatar Image") Financial Cents 4.7/5(250) [ Compare Now ](https://www.g2.com/compare/financial-cents-vs-officetools-by-caret) ##### Categories on G2 [Billing](https://www.g2.com/categories/billing)[Accounting Practice Management](https://www.g2.com/categories/accounting-practice-management) ##### Explore More [Is a dedicated cloud edge security platform worth it for a startup?](https://www.g2.com/discussions/is-a-dedicated-cloud-edge-security-platform-worth-it-for-a-startup)[What cloud security monitoring tools are the quickest to spot misconfiguration and compliance issues without your team spending hours manually triaging alerts?](https://www.g2.com/discussions/what-cloud-security-monitoring-tools-are-the-quickest-to-spot-misconfiguration-and-compliance-issues-without-your-team-spending-hours-manually-triaging-alerts)[Is a paid file recovery tool worth it, or is this a category where free tools are genuinely good enough for most people?](https://www.g2.com/discussions/is-a-paid-file-recovery-tool-worth-it-or-is-this-a-category-where-free-tools-are-genuinely-good-enough-for-most-people) [Top live chat service for tech support teams](https://www.g2.com/discussions/top-live-chat-service-for-tech-support-teams-what-s-your-pick)[conversation intelligence software](https://www.g2.com/discussions/what-s-your-favorite-conversation-intelligence-software-advice-needed)[Which cloud-based FTP replacement has the simplest interface for a small web agency that wants to move away from traditional FTP without a big migration project?](https://www.g2.com/discussions/which-cloud-based-ftp-replacement-has-the-simplest-interface-for-a-small-web-agency-that-wants-to-move-away-from-traditional-ftp-without-a-big-migration-project) [Show MoreShow Less](javascript:void(0);)