--- 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(912) ](https://www.g2.com/products/karbon-2025-03-03/reviews) [ ![BigTime](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "BigTime") BigTime 4.5/5(1,760) ](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") AA Verified User in Accounting Small-Business (50 or fewer emp.) 12/1/2020 "Centralized software service to manage my tax practice." 5/5 What do you like best about OfficeTools by CARET? Centralization of many aspects and elements necessary to run a successful tax practice. Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? Not being able to use the LaserApp feature, however I don't need it yet. Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: If you wish to improve the effectiveness and efficiency to manage your practice, you should try Office Tools. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? Time keeping, appointments, actions taken and history tracking under one central software. I've been able to reduce my efforts to keep track of all my business activities in regard to communication with clients. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller KH Katie H. Small-Business (50 or fewer emp.) 4/9/2020 Business partner of the seller or seller's competitor, not included in G2 scores. "Excellent practice management software for a small firm" 5/5 What do you like best about OfficeTools by CARET? I love that it easily integrates with our tax software, minimizing the number of programs that have to be updated. Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? I wish the cloud based version was as robust as the server based version. Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: I would recommend looking into software integrations as this was why we moved with this product. It has been a huge time saver for our admin setting up new clients. I also suggest doing a demo so you can see the full capacity of the software. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? No current issues. The server updates don't happen automatically and the notifications when they are available could be better. The benefits are the time savings we have realized in the three plus years we have been using the software. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![JIAO Y.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "JIAO Y.") JY JIAO Y. Small-Business (50 or fewer emp.) 4/17/2020 "I like it from the beginning" 5/5 What do you like best about OfficeTools by CARET? I had three choices before signing up with officeTools. I am glad I made the right choice. The software has extensive functions that cover basically all my need, and goes beyond. What really surprised me was the training and support sessions. They would go on lengthy sessions patiently just to make sure we as uses can use the software with little hassle as possible. Understand that our daily accounting work is already neck breaking, and we generally don't have much in-depth IT knowledge. Both of my training and support sessions went really well because the training and support staff were very patient and went ahead rooting out as many issues as they were able to, to make sure we can fully utilize the software and be more productive. Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? So far I haven't found anything I dislike. Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: This software is comprehensive, and it can help you sort out your team workflow if you are a bit lost at the moment. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? Setting up server, migration, training. OfficeTools has a great team in dealing with customer technical 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-4195033/official_response/edit) Jiao, Thank you so much for the kind words! We really appreciate your feedback. And we are so pleased you are seeing positive results from implementing OfficeTools. Sincerely, The AbacusNext Team Validated ReviewerIncentivizedSource: G2 invite on behalf of seller DY Dennis Y. Small-Business (50 or fewer emp.) 4/9/2020 "Comprehensive practice management solution" 5/5 What do you like best about OfficeTools by CARET? Office Tools offers me a comprehensive overview of my business, and helps me keep clients and projects organized. The ability to link documents to clients, in the same program where time and billing and projects are tracked, is fantastic! And it's super easy to stay on top of workload for each of my employees. Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? The program is a bit slow at times, and there is a lack of keyboard shortcuts for some windows (such as the ability to tab through notes in the Notes tab, or the ability to Save and New in the Receive Payments window). Automatic posting of payments to the client portal is also missing, but is a feature under consideration by the development staff. Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: Think about your office workflow before setting up the software, then take the time to set up project definitions and assignments to fit your company. And implement the whole solution (documents, projects, time & billing, etc.) to get the most out of the software. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? Time tracking to determine project efficiency, or for hourly billing purposes, is quite easy to track. Office Tools helps me see where my time is being used, how much billable time I am clocking compared to administrative and communication time, and how far behind we are on client projects. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![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.) 4/9/2020 "No support" 1/5 What do you like best about OfficeTools by CARET? I can't really say as we have been finding it not super user friendly. Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? There is no support base. We have called several times to ask questions, and the answer we get is "just go online and watch videos". If we want to set up the portal office tools support tells us we must do that with our tech people. It should be something that office tools generates. Office Tools also states that it works with Lacerte and they will update each other when there are changes to a client. However, we have found that not to be true. Office Tools will not update Lacerte. It states the client in not in Lacerte and it will have to create a new one. Which is not true. Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: Research and ask those who already use it how user friendly it is and how the support for the product is. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? Look at the above comment. 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-4181157/official_response/edit) Hi There, We are so sorry you have had a less than stellar experience. Since your review is anonymous we cannot reach out to you directly. We'd like to expedite your issue to our client services leadership team. Please contact them by emailing csleadershipteam@abacusnext.com at your earliest convenience. We would really like to make sure you are set up properly! Thank you for your feedback, The AbacusNext Team Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller DH David H. Small-Business (50 or fewer emp.) 4/9/2020 "Fantastic Workflow and Document Handling...most other features fall short" 3/5 What do you like best about OfficeTools by CARET? Project workflow and team notification are fantastic, once you find your flow. The portal and document storage is very convenient and quick to deal with. Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? Reporting, emails and calendar sync fall way short of expectations. Office tools does do all of these things, it just disappoints once you try to actually use them. Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: If you want a solution to improve your workflow, Portal, and DMS this is where OT shines. All the other features are not worth the price. Yes they work technically but they work terribly. The form letters cannot print out our logo properly, its too small and it stretches out beyond the ratio. Emails cannot use HTML, they will look like you use tech from the '90s. Emails only really work for reminders. If you value a stable calendar do not use the Outlook integration it will erase or make multiple copies of the appointment, if you think the mobile app can give you access to your calendar, think again it doesn't work. Using the virtual server, good luck if you have people working in different time zones. OT implemented an Office 365 integration that also does not work. The questionnaires would be a great time saver but again it doesn't work, clients will fill it out and submit but it's a gamble if you will receive the results, OT also boasts a great report tool, but you will quickly find that you will only use one report that exports to excel, everything else uses an old engine that prints to PDF. Overall it is a pricey tool that works well for its core function but as soon as you try the other features you are paying for its a head shaker. Sales folks are friendly and simply ask you to wait for the next upgrade for improvements. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? We were able to consolidate many different software solutions under one umbrella. It has changed the way we transfer documents and structure workflow. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller AS Amy S. Small-Business (50 or fewer emp.) 4/7/2020 "OfficeTools is a fantastic tool for client information management and workflow." 5/5 What do you like best about OfficeTools by CARET? The best aspects of OfficeTools are the ability to manage lists of users and seamlessly pass work through the virtual workflow to other members of the team. The management of lists is intuitive and easy to use. Additionally, the ability to integrate the software with our server for collaborative editing of documents is a gamechanger! This allows us to convert all of our Supporting documents and work papers to an electronic format and pass the work around the office without ever getting out of our chairs! The integration with Outlook to capture all communication from the client is also a major plus. Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? Periodically one will encounter a random glitch in the system that inhibits the ability of the software to function in a very specific way. Typically however, whatever you are trying to accomplish can be executed in at least three other ways allowing workarounds that are generally satisfactory until the issue is resolved. Generally, customer service is very helpful in addressing whatever concerns you have with the software so this is not an issue. We do dislike how the splash page remains open as a separate window after startup of the program. This seems like a relatively easy issue to fix. Additionally, the user interface of the product seems a little bit outdated considering it is fairly sophisticated technology. It does look like it is straight out of the 1990's. Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: Office tools is a phenomenal tool! I highly recommend it for all professional service companies. Easy to use, and intuitive to learn/implement. The depth of capabilities is impressive. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? The workflow management in our office has been greatly improved. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Verified User in Accounting Small-Business (50 or fewer emp.) 4/7/2020 "Great All In One Solution for CPA Firms" 3/5 What do you like best about OfficeTools by CARET? Project creation flexibility and time tracking. Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? Inability to run high level Management Reporting is disappointing, Client Portal is outdated and difficult to work with (Clients also don't like it), Client Contact Tab doesn't have much flexibility in adding new database fields nor flexibility in changing existing field names, very limited in ability to assign more than 2 people a list of clients, there's no Dashboard or high level visual representation of project status, running multiple reports is cumbersome and time consuming but neccessary since there's no other option in managing projects, difficult to show financial or operational results and efficiencies because of lack of reporting functions and features. Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: OfficeTools provides an immediate out-of-the-box solution for project management and workflow, but falls short and severely lags in project reporting options, Client CRM, Client Portal and generally outdated User Interface. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? Able to assign and track projects to multiple staff, tracking staff time is helpful Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller LR Laura R. Small-Business (50 or fewer emp.) 4/7/2020 "Great organization tool!" 5/5 What do you like best about OfficeTools by CARET? The consolidation of client information, time and billing and invoicing all in one tool. The invoicing feature with detailed tracking has been invaluable asset to our firm. We have made it a firm policy to track time hourly which has resulted in more detailed and useful billing information. We love the reports that can be generated within the software. We have made a variety of custom reports to assist in billing, employee time tracking, vacation / lieu time tracking, professional development tracking, and the list continues. We have our own workflow process however Office Tools continually catches any missing time or work that we need to invoice or complete. This is a great feature that we use as a second check for our workflow. Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? I would like to see a more user friendly or simple task tracking tool. We don't make use of project tracking at the current time but would like to in the future. Some of our staff will use the to do tool to keep track of what work is outstanding. If we were able to have a feature that could summarize each employee's tasks that would help from a work flow management perspective. Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: It is a great piece of software that allows for you to track billing hourly, by client, by employee and generate a multitude of reports to review your WIP, AR, etc. It has been a time saving tool for our firm. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? We have defined our time more closely. We have a more thorough review of time cards by employees which has lead to an increase in billings. We can also track employee productivity which has been a great tool to assigning employee work loads. We review the outstanding time on a monthly basis and Office Tools also for us to stay on top of what time requires invoicing still. We use the function of multiple billing managers which also also us to divide employee time by client and billing partner to appropriate bill. This has allowed each partner to work at their own pace and schedule while still maintaining a "one-firm" approach to client work. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Mid-Market (51-1000 emp.) 6/18/2020 "Now we only implement one software where we used to implement three." 5/5 What do you like best about OfficeTools by CARET? I can monitor appointments quickly. You can find the documents easily. Notes regarding customers may be added. I can monitor project status and set deadlines. I can securely send signature documents and it's easy to sign and return to customers. Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? I think it is expensive because of the features we use. I think it is more suitable for larger companies that want to communicate between users who are not together in the same office. I have difficulty obtaining different letters and lists of information. Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: The software works very well to maintain our customer database and its personal data. We use the functions Touch, Notice, Phone, Timetable. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? We provide it in one location in the business with the aid of tech. I will follow the success of the projects the co-operators are undertaking to make our company more organized and each step transparent to and team leader as someone calls and can know where we are quicker. Projects flow from person to person very well. It particularly helps us to work effectively without losing a beat when operating remotely due to the Covid-19 pandemic. 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(912) [ 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);)