--- 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. [PayPal](https://www.capterra.ch/software/179251/paypal) — 4.6/5 (26419 reviews) 2. [QuickBooks Online](https://www.capterra.ch/software/141374/quickbooks-online) — 4.3/5 (8451 reviews) 3. [Abby](https://www.capterra.ch/software/1036470/abby) — 4.7/5 (604 reviews) 4. [Jobber](https://www.capterra.ch/software/127994/jobber) — 4.6/5 (1456 reviews) 5. [Xero](https://www.capterra.ch/software/169561/xero) — 4.4/5 (3295 reviews) ## Nutzerbewertungen ### "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\! ----- ### "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. ----- ### "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. ----- ### "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 ----- ### "Number and Data tools for good" — 4.0/5 > **Darshan** | *8. Oktober 2018* | Einzelhandel | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: This tool helps me to keep my daily accounting and numbers data practice run on time with so many different features like Clients time tracking, scheduling, processing signatures, mass data sharing, and easily get control on data sharing. In long term it helps us to show that where we are standing when seeing our tax returns at the end of year. Also have a good metrics in terms of dollars of where and how we are spending every day. > > **Nachteile**: Lots of functions are not used by our company. So they should give an option to the company of what tools will be used based on that payment should be decided. - Canon Scanners (We don't use canon scanners) - Portal not the way we want to organize it or modify it ----- 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