--- 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(1,762) ](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) ![Donald B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Donald B.") DB Donald B. Owner Small-Business (50 or fewer emp.) 4/7/2020 "OfficeTools is a complete back office organization for the entire company" 5/5 What do you like best about OfficeTools by CARET? Contact sheet that roll into the scheduler and the document manager Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? Creating a Deposit. way to slow of a process. After 11 years - the script is just to slow Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: Great tool and worth every step of the way Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? Tracking who has what documents Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller BW Ben W. Small-Business (50 or fewer emp.) 4/7/2020 "Great tool for billable services" 4.5/5 What do you like best about OfficeTools by CARET? Setup and maintenance are seamless. It integrates so well with Lacerte Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? Occasionally, there are glitches that may require Office Tools tech support to fix Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? It's great tool for CPA or any profession that requires staff to keep track of service billable hours. 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.) 4/3/2020 "Great software" 4.5/5 What do you like best about OfficeTools by CARET? I love all the functions Office Tools provides Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? One thing in particular, we used to be able to help people with a new temp password for the Portal. We can't do that any longer Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: The price is very good even if you have a huge company with lots of employees and clients Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? I love the system for keeping track of clients and all their projects. How projects are moved through our company between people who work on them Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![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 "Document categories not detailed enough" 2/5 What do you like best about OfficeTools by CARET? can see time, projects and docs all in one tool Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? document categories aren't detailed enough - eg. if an email stored in documents has an attachment it isn't visible Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: more flexibility with the document section Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? not sure Review collected by and hosted on G2.com. Show More Current UserValidated 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 Small-Business (50 or fewer emp.) 4/3/2020 "Office Tools works fairly well, covers a lot of the needs of the company" 4/5 What do you like best about OfficeTools by CARET? I like that you have all of the client information in one program, including their documents Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? Sometimes it is quite slow, but honestly I think thats more to do with the computer Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: Make sure it covers all of the bases of how you need to interact with your clients. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? The client portal is allowing us to continue business as much as possible during these uncertain times, where face to face appointments are not opossible Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![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.) 4/21/2020 "Buyer Beware" 0/5 What do you like best about OfficeTools by CARET? OfficeTools is an inflexible and antiquated software that does many things poorly and few things well. Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? Abysmal customer service with account reps refusing to return calls or email. Bait and switch sales tactics. Predatory licensing. Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: Look elsewhere if you value customer service and support. Beware of false promises. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? OfficeTools has created more problems for our team than it has solved. 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-4199497/official_response/edit) Hi there, We are so sorry that you have had a bad experience! We are more than happy to escalate your issue to the client services leadership team, directly. Since we cannot reach out to you, please contact the team here at your convenience: csleadershipteam@abacusnext.com. We'd really like to make it right and get your firm set up properly! Thank you, The AbacusNext Team Validated ReviewerIncentivizedSource: G2 invite on behalf of seller KW Kevin W. Small-Business (50 or fewer emp.) 4/7/2020 "Good for project management and tracking" 4.5/5 What do you like best about OfficeTools by CARET? Project tracking And allowing for passing work between staff Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? Billing and progress billing leaves a lot to be desired. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? We are able to manage workflow much better Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![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 "OTP is effiecent, easy to use and a great asset to the company" 4/5 What do you like best about OfficeTools by CARET? The scheduling aspect is easy to use and works wells among all users. It’s fluid and wonderful. Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? There is a big disconnect with stored documents when married clients get divorced. Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: You won’t regret it! Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? OTP does everything for us. With our schedule, to do lists, call slips, billing and in office messenging. 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 Business partner of the seller or seller's competitor, not included in G2 scores. "The program meets the day to day needs of our organization, however, there are some limitations" 3.5/5 What do you like best about OfficeTools by CARET? The project management and database layout Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? The limitations on integrated with various third-party applications Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: Determine if a project management system is necessary for the needs of the company. Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? Project management within a team setting, allows us to conglomerate and achieve the tasks at hand efficiently. 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.) 4/7/2020 "Great Tool!" 4/5 What do you like best about OfficeTools by CARET? the integration between the modules work well Review collected by and hosted on G2.com. What do you dislike about OfficeTools by CARET? Some of the Reports are not good for our firm Review collected by and hosted on G2.com. Recommendations to others considering OfficeTools by CARET: Great tool and excellent for managing your practice Review collected by and hosted on G2.com. What problems is OfficeTools by CARET solving and how is that benefiting you? project management is a key role for our firm, and office tools allows us to manage it well. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ## 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) ![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) 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) [ 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);)