---
description: Get detailed information about OfficeTools and how it can help you meet your business needs. Learn more about OfficeTools price, benefits, and disadvantages for businesses in Singapore.
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title: OfficeTools Pricing, Cost & Reviews - Capterra Singapore 2026
---

Breadcrumb: [Home](/) > [Billing and Invoicing Software](/directory/30015/billing-and-invoicing/software) > [OfficeTools](/software/165549/officetools)

# OfficeTools

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> OfficeTools helps your firm streamline day-to-day operations and work as a unified team.
> 
> Verdict: Rated **4.1/5** by 196 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses OfficeTools?

Accounting and Tax professionals

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.1/5** | 196 Reviews |
| Ease of Use | 3.7/5 | Based on overall reviews |
| Customer Support | 3.8/5 | Based on overall reviews |
| Value for Money | 3.7/5 | Based on overall reviews |
| Features | 3.9/5 | Based on overall reviews |
| Recommendation percentage | 70% | (7/10 Likelihood to recommend) |

## About the vendor

- **Company**: CARET
- **Location**: San Diego, US
- **Founded**: 1983

## Commercial Context

- **Pricing model**:  (Free Trial)
- **Pricing Details**: OfficeTools Workspace starts at $59.00 per user/per month
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Windows (Desktop), Windows (On-Premise), Linux (On-Premise)
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, United States

## Features

- Approval Workflow
- Billing & Invoicing
- CRM
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Contact Database
- Customizable Invoices
- Document Management
- Due Date Tracking
- For Tax Practices
- Mobile Payments
- Payment Processing
- Reminders
- Task Management
- Tax Calculation
- Time Tracking
- Workflow Management

## Integrations (6 total)

- APX e-Invoicing
- Lacerte Tax
- Microsoft Excel
- Microsoft Outlook
- Microsoft Word
- QuickBooks Online Advanced

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)

## Category

- [Billing and Invoicing Software](https://www.capterra.com.sg/directory/30015/billing-and-invoicing/software)

## Related Categories

- [Billing and Invoicing Software](https://www.capterra.com.sg/directory/30015/billing-and-invoicing/software)
- [Accounting Practice Management Software](https://www.capterra.com.sg/directory/31360/accounting-practice-management/software)
- [Professional Services Automation Software](https://www.capterra.com.sg/directory/16/professional-services-automation/software)
- [Tax Practice Management Software](https://www.capterra.com.sg/directory/31359/tax-practice-management/software)

## Alternatives

1. [QuickBooks Online](https://www.capterra.com.sg/software/141374/quickbooks-online) — 4.3/5 (8393 reviews)
2. [PayPal](https://www.capterra.com.sg/software/179251/paypal) — 4.6/5 (26301 reviews)
3. [Abby](https://www.capterra.com.sg/software/1036470/abby) — 4.7/5 (603 reviews)
4. [Bookipi](https://www.capterra.com.sg/software/195165/bookipi) — 4.8/5 (176 reviews)
5. [Jobber](https://www.capterra.com.sg/software/127994/jobber) — 4.6/5 (1420 reviews)

## Reviews

### "Built in OfficeTools" — 5.0/5

> **Carlos** | *21 October 2024* | Information Technology & Services | Recommendation rating: 9.0/10
> 
> **Pros**: OfficeTools software offers a range of benefits tailored to accounting and tax professionals, making it a comprehensive practice management solution. It consolidates client information, documents, billing, and workflow into a single platform, reducing the need for multiple software tools.
> 
> **Cons**: The only con about this product is the cost. The cost of implementation, training, and ongoing subscription fees may add up, especially for businesses that don't need all of the features.
> 
> Overall this product has been great for our company. OfficeTools integrates with popular tax software, improving data flow and reducing manual entry, which helps mitigate errors.

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### "Product has gone downhill fast - no support" — 1.0/5

> **dan** | *30 April 2024* | Accounting | Recommendation rating: 0.0/10
> 
> **Pros**: all in one crm that linked with lacerte tax software.
> 
> **Cons**: support\!&#10;functions offered when purchased are no longer supported.  lacerte link, crexendo (voip) link.  link with microsoft exchange is only work sometimes.  &#10;their merchant services are terrible.&#10;document management is terrible. &#10;portal is a joke.
> 
> used for over 10 years.  product is not supported by abacus (or caret).  if you have a question or problem, you get foreign tech support you cannot understand.  now, 90% of the time they tell you it is a training issue\!

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### "Great program" — 5.0/5

> **Andy** | *17 October 2018* | Accounting | Recommendation rating: 10.0/10
> 
> **Pros**: this is the first piece of software that every staff member opens in the morning \&amp; last to close at night. &#10;Everything you need to track your accounting office in one place
> 
> **Cons**: now that they got bought out, price is going up

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### "Smooth operation" — 5.0/5

> **Debby** | *21 September 2018* | Accounting | Recommendation rating: 7.0/10
> 
> **Pros**: This software is very easy to use.  I like that there are a variety of reports
> 
> **Cons**: I do not like the recurring billing function.  Or at least I have not been successful in getting it to work properly.  It would be great if it did so I wouldnt have to do my billing through Qbooks

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### "Office Tools has streamlined our office, we now only use 1 program where we used to use three." — 5.0/5

> **Lyndsey** | *23 October 2017* | Recommendation rating: 8.0/10
> 
> **Pros**: Can add To Do's in program for reminders to do several things.&#10;Keep  track of appointments easily.&#10;Documents are easy to find. &#10;Can add notes about clients. &#10;Can track status of projects and set due dates.&#10;Can send documents out for esignatures securely and its easy for clients to sign and return.
> 
> **Cons**: Wip and A/R balances don't match from end of month to beginning of next month.&#10;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.&#10;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.

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## Links

- [View on Capterra](https://www.capterra.com.sg/software/165549/officetools)

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