G2

Mike F.

Owner

Small-Business (50 or fewer emp.)

Originally submitted 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 and 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, 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, we had an immediate improvement in our project management and workflows. Then, in the subsequent years, we improved our project turn time, increased our revenue and profits. In addition, at any point in time, all of our team knows the status of any project as well as having an integrated database for our contacts to QuickBooks Enterprise and Office 365. Review collected by and hosted on G2.com.