Consulting Services
Our professional services team is here to help you fully integrate OfficeTools practice management solutions into your firm.
Let our experienced team guide the way
Our global services team includes experienced software engineers, lawyers, and project managers who are here to help you get the most out of your OfficeTools practice management solution. With over 60 years of collective experience in document generation process automation in many different industries, our consultants have the expertise to build systems to maximize your efficiency and ROI.
System integrations
Template development
Training & onboarding
Project management
Professional services
Speak to a technology expert and get the guidance you need to take full advantage of OfficeTools practice management.
Self-service training
Become an OfficeTools expert yourself with on-demand resources and more.
Integrated solutions
OfficeTools integrations with QuickBooks Online and desktop, Lacerte Tax, Microsoft Exchange, Outlook, and more help you truly work as one from your single screen application.