--- description: ¿Qué es y para qué sirve OfficeTools? Lee opiniones verificadas, descubre sus características, precios de planes, ventajas y desventajas. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: ¿Qué es OfficeTools? - Reseñas, precios y funciones - Capterra México 2026 --- Breadcrumb: [Inicio](/) > [Programas de facturación](/directory/30015/billing-and-invoicing/software) > [OfficeTools](/software/165549/officetools) # OfficeTools Canonical: https://www.capterra.mx/software/165549/officetools Página: 1 de 9\ Siguiente: [Página siguiente](https://www.capterra.mx/software/165549/officetools?page=2) > Gracias a la combinación de paneles y entrada de datos en una única pantalla, los usuarios disfrutan de una experiencia única donde todo está a un solo clic. > > Veredicto: 196 usuarios lo han valorado con **4.1/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa OfficeTools? Profesionales contables y fiscales ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.1/5** | 196 Opiniones | | Facilidad de uso | 3.7/5 | Basado en las opiniones generales | | Asistencia al cliente | 3.8/5 | Basado en las opiniones generales | | Relación calidad-precio | 3.7/5 | Basado en las opiniones generales | | Funciones | 3.9/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 70% | (7/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: CARET - **Ubicación**: San Diego, EE. UU. - **Constitución**: 1983 ## Contexto comercial - **Modelo de precios**: (Prueba gratis) - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000, 5,001-10,000, 10,000+ - **Despliegue y plataformas**: Windows (desktop), Windows (local), Linux (local) - **Idiomas admitidos**: inglés - **Países disponibles**: Australia, Canadá, Estados Unidos ## Funciones - Base de datos de contactos - CRM - Cálculo de impuestos - Facturación - Facturas personalizables - Flujo de trabajo de aprobación - For Tax Practices - Gestión de clientes - Gestión de documentos - Gestión de flujos de trabajo - Gestión de la comunicación - Gestión de tareas - Herramientas de colaboración - Pagos móviles - Portal de clientes - Procesamiento de pagos - Recordatorios - Seguimiento de fechas de vencimiento - Seguimiento del tiempo ## Integraciones (en total: 6) - APX e-Invoicing - Lacerte Tax - Microsoft Excel - Microsoft Outlook - Microsoft Word - QuickBooks Online Advanced ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Asistencia 24/7 ## Categoría - [Programas de facturación](https://www.capterra.mx/directory/30015/billing-and-invoicing/software) ## Categorías relacionadas - [Programas de facturación](https://www.capterra.mx/directory/30015/billing-and-invoicing/software) - [Programas de gestión de operaciones contables](https://www.capterra.mx/directory/31360/accounting-practice-management/software) - [Programas de automatización de servicios profesionales](https://www.capterra.mx/directory/16/professional-services-automation/software) - [Software de gestión de prácticas tributarias](https://www.capterra.mx/directory/31359/tax-practice-management/software) ## Alternativas 1. [QuickBooks Online](https://www.capterra.mx/software/141374/quickbooks-online) — 4.3/5 (8393 reviews) 2. [PayPal](https://www.capterra.mx/software/179251/paypal) — 4.6/5 (26301 reviews) 3. [Abby](https://www.capterra.mx/software/1036470/abby) — 4.7/5 (603 reviews) 4. [Bookipi](https://www.capterra.mx/software/195165/bookipi) — 4.8/5 (176 reviews) 5. [Jobber](https://www.capterra.mx/software/127994/jobber) — 4.6/5 (1420 reviews) ## Opiniones ### "Office Tools has streamlined our office, we now only use 1 program where we used to use three." — 5.0/5 > **Lyndsey** | *23 de octubre de 2017* | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 de octubre de 2018* | Contabilidad | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 > **Usuario verificado** | *11 de abril de 2022* | Contabilidad | Valoración de la recomendación: 0.0/10 > > **Puntos a favor**: Love that this product marries time tracking, project management, document management, and billing in one software. > > **Puntos en contra**: 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 de octubre de 2017* | Contabilidad | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 de octubre de 2017* | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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\!\! > > **Puntos en contra**: 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 ----- Página: 1 de 9\ Siguiente: [Página siguiente](https://www.capterra.mx/software/165549/officetools?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.mx/software/165549/officetools) ## Esta página se encuentra disponible en los siguientes idiomas | Local | 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 | | ----- ## Datos estructurados