--- description: Scopri le funzionalità di OfficeTools, i dettagli del prodotto, chi utilizza il software e quali sono i prodotti suggeriti. Attraverso le recensioni di utenti verificati potrai capire com’è la user experience, l’assistenza post-vendita e molto altro. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: OfficeTools - Prezzi, recensioni, informazioni - Capterra Italia 2026 --- Breadcrumb: [Home](/) > [Programmi per fatturazione elettronica](/directory/30015/billing-and-invoicing/software) > [OfficeTools](/software/165549/officetools) # OfficeTools Canonical: https://www.capterra.it/software/165549/officetools Pagina: 1/9\ Avanti: [Pagina successiva](https://www.capterra.it/software/165549/officetools?page=2) > Unendo dashboard e immissione dei dati in un'unica schermata consente agli utenti di vivere un'esperienza unica e potente in cui tutto è a portata di clic. > > Conclusione: valutazione di **4.1/5** stelle assegnate da 196 utenti. Miglior punteggio per il parametro **Lo consiglieresti?**. ----- ## Panoramica ### Chi utilizza OfficeTools? Professionisti contabili e fiscali. ## Statistiche e valutazioni | Parametro | Valutazione | Dettaglio | | **Nel complesso** | **4.1/5** | 196 Recensioni | | Facilità d'uso | 3.7/5 | Sulla base delle recensioni complessive | | Assistenza clienti | 3.8/5 | Sulla base delle recensioni complessive | | Rapporto qualità-prezzo | 3.7/5 | Sulla base delle recensioni complessive | | Funzionalità | 3.9/5 | Sulla base delle recensioni complessive | | Percentuale di raccomandazione | 70% | (7/10 Lo consiglieresti?) | ## Informazioni sul fornitore - **Azienda**: CARET - **Area geografica**: San Diego, USA - **Anno di fondazione**: 1983 ## Contesto commerciale - **Modello tariffario**: (Versione di prova gratuita (free trial)) - **Pubblico target**: Lavoratore autonomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Implementazione e piattaforme**: Windows (desktop), Windows (locale), Linux (locale) - **Lingue supportate**: inglese - **Paesi disponibili**: Australia, Canada, Stati Uniti ## Funzionalità - CRM - Calcolo delle imposte - Controllo degli orari di lavoro - Database contatti - Elaborazione di pagamenti - Fatturazione e contabilizzazione - Fatture personalizzabili - Flusso di lavoro per le valutazioni - For Tax Practices - Gestione dei clienti - Gestione del flusso di lavoro - Gestione delle attività - Gestione delle comunicazioni - Gestione di documenti - Monitoraggio della data di scadenza - Pagamenti tramite cellulare - Portale clienti - Promemoria - Strumenti collaborativi ## Integrazioni (6 in totale) - APX e-Invoicing - Lacerte Tax - Microsoft Excel - Microsoft Outlook - Microsoft Word - QuickBooks Online Advanced ## Opzioni di supporto - Email/Help desk - FAQ/Forum - Knowledge Base - Assistenza telefonica - Assistenza diretta 24 ore su 24 ## Categoria - [Programmi per fatturazione elettronica](https://www.capterra.it/directory/30015/billing-and-invoicing/software) ## Categorie correlate - [Programmi per fatturazione elettronica](https://www.capterra.it/directory/30015/billing-and-invoicing/software) - [Software per la gestione della contabilità](https://www.capterra.it/directory/31360/accounting-practice-management/software) - [Software per automatizzare i processi](https://www.capterra.it/directory/16/professional-services-automation/software) - [Software per la gestione delle pratiche fiscali](https://www.capterra.it/directory/31359/tax-practice-management/software) ## Alternative 1. [QuickBooks Online](https://www.capterra.it/software/141374/quickbooks-online) — 4.3/5 (8413 reviews) 2. [PayPal](https://www.capterra.it/software/179251/paypal) — 4.6/5 (26341 reviews) 3. [Abby](https://www.capterra.it/software/1036470/abby) — 4.7/5 (603 reviews) 4. [Jobber](https://www.capterra.it/software/127994/jobber) — 4.6/5 (1435 reviews) 5. [Xero](https://www.capterra.it/software/169561/xero) — 4.4/5 (3282 reviews) ## Recensioni ### "Office Tools has streamlined our office, we now only use 1 program where we used to use three." — 5.0/5 > **Lyndsey** | *23 ottobre 2017* | Tasso di raccomandazione: 8.0/10 > > **Vantaggi**: Can add To Do's in program for reminders to do several things. Keep track of appointments easily. Documents are easy to find. Can add notes about clients. Can track status of projects and set due dates. Can send documents out for esignatures securely and its easy for clients to sign and return. > > **Inconvenienti**: Wip and A/R balances don't match from end of month to beginning of next month. When adding Wip to invoices, system writes off balance to zero instead of showing profit if billed amount is still over the amount of WIP on bill. Documents for business clients is harder to sort, employees like to have folders. > > Everything is in one place. I can track the progress of projects that co workers are doing, so when someone calls and can tell quicker where we are on there return or other accounting service. ----- ### "Long term Office Tools User\!" — 5.0/5 > **Terri** | *23 ottobre 2018* | Contabilità | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: Everything in one place\! We have our scheduling, project and deadline management, phone call tracking, time-keeping and billing, and document management all in one place. > > **Inconvenienti**: There really is nothing that I don't like about Office Tools. We did try out their client portal a few years ago, and we went to Sharefile to get some added features. But, we are going to go back to try the Office Tools client portal again before the end of the year. I am hopeful it will be a great change for us. > > We have been using Office Tools for 12 years now. I cannot imagine how we functioned without it before and would not want to go back to those days. It is a very affordable and very comprehensive product. Also, it is very easy to implement and use. Our need to get support has been rare. Without hesitation, I recommend Office Tools\! ----- ### "Misleading Sales Information and Poor Support" — 2.0/5 > **Utente Verificato** | *11 aprile 2022* | Contabilità | Tasso di raccomandazione: 0.0/10 > > **Vantaggi**: Love that this product marries time tracking, project management, document management, and billing in one software. > > **Inconvenienti**: Desktop program is built on an old 32 bit sql server which makes the program really slow if you have more than 2 people using it at the same time. The integrated APX payment feature is a plus if it would work. They decided to do maintenance on the product during the last two weeks of tax season, we couldn't run payments for a day. Payment system is also hiding payments, so we cannot tell which clients have paid. Support has been working on this for two months with no end in sight. > > OfficeTools Workspace is almost a hit if they could get the back end programing right. The slowness of the product, features breaking all the time, and the poor response time of support make this a hard pass. Sales also sold us on several features that was confirmed by tier 1 support only to find out after signing the contract that those features are not possible. After working with support for over 1 year to fix issues, we asked to be let out of contract only to be told we need to submit a formal complaint and they get 30 days to fix the issue. Unless you like wasting time with support, look elsewhere. ----- ### "Really helps keep our office organized and know exactly where, when, what and why\!" — 5.0/5 > **LaFonda** | *17 ottobre 2017* | Contabilità | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: We love that it integrates with our Office365, that we can easily upload docs to a secure portal, get esignatures for a very low price and that it keeps track of who last touched the "file". Very impressed with being able to send email templates to clients with information we are constantly repeating, which saves an enormous amount of time. > > **Inconvenienti**: For an excellent program, you have to put a TON of time in getting it set up. Garbage in Garbage out means you need to have a plan. It would be nice if there was a planning tool to help guide you throught the set up process. The one hour video isn't terribly helpful. An excel spreadsheet would be wonderful, if you do this, you need to do thus kind of thing. > > We are much more organized and spend much less time trying to be organized. It has saved us time which in turn saves us money. ----- ### "I have had an amazing experience using Office Tools" — 5.0/5 > **Marsha** | *17 ottobre 2017* | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: The record keeping itself is worth its weight in gold. Having one software that lets you store and organize files, create and follow projects, time keeping and billing as well as schedules. I totally have become solely dependent on this one program to enable me to complete days of work into several hours. Customer support is the best. They taught me and helped me without judgement\!\! > > **Inconvenienti**: Need it to be cloud based for easier use anywhere work takes me. Pricing is a bit high for smaller clients. I would like to have all of our accounting clients using this product. I also wish the big Vegas Show was on East Coast as well. > > See my survey ----- Pagina: 1/9\ Avanti: [Pagina successiva](https://www.capterra.it/software/165549/officetools?page=2) ## Link - [Visualizza su Capterra](https://www.capterra.it/software/165549/officetools) ## Questa pagina è disponibile nelle seguenti lingue | Lingua | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Dati strutturati