Donald B.
DB
Donald B.
Owner
Small-Business (50 or fewer emp.)
"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.

BW
Ben W.
Small-Business (50 or fewer emp.)
"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.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"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.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"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.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"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.

Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"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.

Response from Natalie Lara of OfficeTools by CARET

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

KW
Kevin W.
Small-Business (50 or fewer emp.)
"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.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"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.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
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.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"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.