--- description: Detaillierte Informationen über OfficeTools zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: OfficeTools Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [Rechnungsprogramme und Faktura-Software](/directory/30015/billing-and-invoicing/software) > [OfficeTools](/software/165549/officetools) # OfficeTools Canonical: https://www.capterra.ch/software/165549/officetools Seite: 1 / 9\ Weiter: [Nächste Seite](https://www.capterra.ch/software/165549/officetools?page=2) > Durch die Kombination von Dashboards und Dateneingabe auf einem Bildschirm erhalten Nutzer\*innen eine einzigartige Erfahrung, bei der alles mit nur einem Klick verfügbar ist. > > Bewertung: **4.1/5** von 196 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet OfficeTools? Buchhalter\*innen und Steuerberater\*innen ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.1/5** | 196 Nutzerbewertungen | | Bedienkomfort | 3.7/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 3.8/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 3.7/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 3.9/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 70% | (7/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: CARET - **Region**: San Diego, USA - **Gegründet**: 1983 ## Gewerblicher Kontext - **Preismodell**: (Gratis Testen) - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1'000, 1'001–5'000, 5'001–10'000, 10'000+ - **Bereitstellungen und Plattformen**: Windows (Desktop), Windows (On-Premise), Linux (On-Premise) - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Australien, Kanada, Vereinigte Staaten ## Funktionen - Abrechnung & Rechnungsstellung - Anpassbare Rechnungen - Aufgabenmanagement - CRM-Systeme - Dokumentenmanagement - Erinnerungen - For Tax Practices - Fälligkeits-Tracking - Genehmigungs-Workflow - Kommunikationsmanagement - Kontakt-Datenbank - Kundenmanagement - Kundenportal - Mobile Zahlungen - Steuerrechner - Werkzeuge zur Zusammenarbeit - Workflow-Management - Zahlungsabwicklung - Zeitverfolgung ## Integrationen (6 insgesamt) - APX e-Invoicing - Lacerte Tax - Microsoft Excel - Microsoft Outlook - Microsoft Word - QuickBooks Online Advanced ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - 24/7 Live-Support ## Category - [Rechnungsprogramme und Faktura-Software](https://www.capterra.ch/directory/30015/billing-and-invoicing/software) ## Ähnliche Kategorien - [Rechnungsprogramme und Faktura-Software](https://www.capterra.ch/directory/30015/billing-and-invoicing/software) - [Rechnungswesen Software](https://www.capterra.ch/directory/31360/accounting-practice-management/software) - [PSA-Software (Professional Services Automation)](https://www.capterra.ch/directory/16/professional-services-automation/software) - [Steuerberater Software
](https://www.capterra.ch/directory/31359/tax-practice-management/software) ## Alternativen 1. [QuickBooks Online](https://www.capterra.ch/software/141374/quickbooks-online) — 4.3/5 (8394 reviews) 2. [PayPal](https://www.capterra.ch/software/179251/paypal) — 4.6/5 (26303 reviews) 3. [Abby](https://www.capterra.ch/software/1036470/abby) — 4.7/5 (603 reviews) 4. [Jobber](https://www.capterra.ch/software/127994/jobber) — 4.6/5 (1420 reviews) 5. [Xero](https://www.capterra.ch/software/169561/xero) — 4.4/5 (3273 reviews) ## Nutzerbewertungen ### "Office Tools has streamlined our office, we now only use 1 program where we used to use three." — 5.0/5 > **Lyndsey** | *23. Oktober 2017* | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. Oktober 2018* | Buchhaltung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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 > **Verifizierter Rezensent** | *11. April 2022* | Buchhaltung | Empfehlungsbewertung: 0.0/10 > > **Vorteile**: Love that this product marries time tracking, project management, document management, and billing in one software. > > **Nachteile**: 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. Oktober 2017* | Buchhaltung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. Oktober 2017* | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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\!\! > > **Nachteile**: 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 ----- Seite: 1 / 9\ Weiter: [Nächste Seite](https://www.capterra.ch/software/165549/officetools?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/software/165549/officetools) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | 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 | | ----- ## Strukturierte Daten