Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Super easy tool"
5/5
What do you like best about OfficeTools by CARET?

How easy it is for smooth seamless workflow. Review collected by and hosted on G2.com.

What do you dislike about OfficeTools by CARET?

There isn't really anything that I dislike about it, besides maybe setting up new users and that's not even bad. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"ENROLLED AGENT"
5/5
What do you like best about OfficeTools by CARET?

THE ABILITY TO SET REMINDERS FOR EVERY EMPLOYEE Review collected by and hosted on G2.com.

What do you dislike about OfficeTools by CARET?

THE PROBLEM THAT I SEE IS WHEN THE NAME HAS TO BE CHANGED AND THE DOCUMENTS APPEAR AS MISSING Review collected by and hosted on G2.com.

Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Overall its a good product however support wasnt good"
3.5/5
What do you like best about OfficeTools by CARET?

the interface is easy to use and it was easy to setup Review collected by and hosted on G2.com.

What do you dislike about OfficeTools by CARET?

customer service isnt so good and easy to reach Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Tremendous application to track projects and workflow through the firm"
5/5
What do you like best about OfficeTools by CARET?

Love the ability to bulk create and assign projects and assignments Review collected by and hosted on G2.com.

What do you dislike about OfficeTools by CARET?

The cloud features with time card integrations need work Review collected by and hosted on G2.com.

Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"OfficeTools"
3.5/5
What do you like best about OfficeTools by CARET?

It mostly integrates with other programs Review collected by and hosted on G2.com.

What do you dislike about OfficeTools by CARET?

Customer Service, lack of personalization Review collected by and hosted on G2.com.

Verified User in Automotive
IA
Verified User in Automotive
Enterprise (> 1000 emp.)
"Really a very good service "
4.5/5
What do you like best about OfficeTools by CARET?

Easy to use and the core team is very helpful Review collected by and hosted on G2.com.

What do you dislike about OfficeTools by CARET?

Not experienced anything bad yet but I don’t think any cons even if it does have some crew members are very helpful Review collected by and hosted on G2.com.

Meredith T.
MT
Meredith T.
Political & Tax Staff
Small-Business (50 or fewer emp.)
"good workflow and document storage solution"
4/5
What do you like best about OfficeTools by CARET?

Document storage - it is easy to store, tag, find, and access documents using WorkSpace

Time and billing. It was easy to enter time and to see A/R for clients Review collected by and hosted on G2.com.

What do you dislike about OfficeTools by CARET?

Reports were not as customizable as I would have liked. For instance, I was never able to get client numbers to appear on my report, despite checking the box to do so.

Could not easily see time related to an invoice already created. Review collected by and hosted on G2.com.

Ana T.
AT
Ana T.
Violinist, Teacher, and Ensemble Practice Specialty
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Smart software for small businesses"
5/5
What do you like best about OfficeTools by CARET?

Very good for small and mid-size businesses for billing and management from any part of the world at anytime. Handy incorporation of scheduling. Review collected by and hosted on G2.com.

What do you dislike about OfficeTools by CARET?

Not very well suited for bigger-size firms. Mostly for small businesses and has a better interface to track time and getting invoices right away. Review collected by and hosted on G2.com.

Joey M.
JM
Joey M.
Certified Public Accountant
Financial Services
Small-Business (50 or fewer emp.)
"Bait and switch, locked into another year"
1.5/5
What do you like best about OfficeTools by CARET?

Ability to track client information, sync with QuickBooks and Lacerte, time and bill clients, document management all in one place. Review collected by and hosted on G2.com.

What do you dislike about OfficeTools by CARET?

Reporting capabilities is limited to predesigned reports with no ability to alter. Lacerte/QuickBooks does not always accurately sync Review collected by and hosted on G2.com.

LV
Lisa V.
Marketing Mgr
Small-Business (50 or fewer emp.)
"Very User Friendly"
4/5
What do you like best about OfficeTools by CARET?

The different variations of projects you can use. Love the tracking, calendar, and instant message capability. Review collected by and hosted on G2.com.

What do you dislike about OfficeTools by CARET?

Can't think of anything I 'dislike'. Have a use for everything. Review collected by and hosted on G2.com.