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About

Add automation to your practice, align your team, and keep clients happy with OfficeTools CPA practice management software. Visit our resource hub and learn how leading firms are expanding service lines and improving client experience. Our accounting practice management software lets you track time and billing, invoicing, contacts and client information, projects, and documents in one place while integrating with other key business tools. Put an end to double, triple, or quadruple data-entry from tax programs, accounting software, calendars, and emails. With a single place to understand the Who, What, Where, When, and Why, you will gain a clear, end-to-end view of your firm so you can prioritize accordingly. Help your clients succeed today while planning for tomorrow with an accounting and tax practice management software designed to equip your team to deliver exceptional results.

About

QuickFee (ASX: QFE) is a leading provider of payments, financing, and accounts receivable automation solutions for professional services firms, including 40% of the IPA Top 300 firms. Our platform is designed to streamline the Accounts Receivable process and accelerate revenue growth by integrating multiple online payment options and powerful invoicing tools within your practice management system. With QuickFee, firms can significantly reduce aging receivables, improve cash flow, and increase client spending. Clients can easily make payments using credit or debit cards, ACH/EFT transfers, or QuickFee's exclusive financing solution that allows them to spread payments over 3 to 12 months—while firms receive full payment upfront without incurring additional costs. Operating in the United States and Australia, QuickFee focuses on delivering scalable and affordable solutions backed by exceptional customer service.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

An accounting practice management software for future-focused firms

Audience

Professional service firms looking to automate Accounts Receivable and accelerate revenue growth.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$50 per month
Free Version
Free Trial

Pricing

$0
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 3.0 / 5
ease 3.0 / 5
features 4.0 / 5
design 4.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

OfficeTools
Founded: 1997
United States
www.officetools.com

Company Information

QuickFee
Founded: 2009
United States
www.quickfee.com

Alternatives

Alternatives

KORT

KORT

KORT Payments

Categories

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Accounts Receivable Features

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Credit Card Processing Features

Cash Transactions
Contactless NFC
Electronic Receipts
Electronic Signature
Mobile Card Reader
PCI Compliance

Payment Processing Features

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Recurring Billing Features

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

Integrations

CCH Axcess Tax
CCH ProSystem fx
CS Professional Suite
Cloudnine Realtime
Facebook
IRIS Practice Engine
Microsoft Excel
Microsoft Outlook
Microsoft Word
QuickBooks Online
Verito
X (Twitter)

Integrations

CCH Axcess Tax
CCH ProSystem fx
CS Professional Suite
Cloudnine Realtime
Facebook
IRIS Practice Engine
Microsoft Excel
Microsoft Outlook
Microsoft Word
QuickBooks Online
Verito
X (Twitter)
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Claim OfficeTools and update features and information