Highlights : About OfficeTools
Product Details
Features
Client messaging
Task tracking
Online timesheets
Availability management
Email templates
Electronic signature capture
Project management
Email marketing
Retainer billing
Hourly billing
Contingency billing
Online invoicing
Payment processing
Project billing
Customer portal
Recurring/subscription billing
Online payments
Client statements
Account tracking
Customizable invoices
Benefits
Clients can request appointments with specific staff members online through the client portal, with appointment confirmations and reminders sent to clients by email and SMS.
Integrated IRS-compliant eSignature functionality allows users to send and receive sequential and multi-party signing documents, with automatic storage of signed documents.
The Client Intake/Check-in system enables clients to update their contact details when checking in for appointments, and users can add customized tax questionnaires to collect information from clients.
Time can be tracked using the built-in timers, and online timesheets allow users remote access to enter their hours for billing or payroll.
Clients can send messages from within the portal for any concerns or questions they may have, and to deal with any missing documents or information.
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