Empower your firm with OfficeTools integrations
Connect to the tools you use most.
Never enter data twice
OfficeTools WorkSpace integrates with the applications you trust to run your business. Share data seamlessly between applications and eliminate redundant data entry.
APX PayNow: get paid faster
Send client invoices and take credit card payments and ACH transactions through APX, the payment processor built into OfficeTools WorkSpace.
Enroll your firm today and start using the integrated payment solution.
Integrate with Intuit Lacerte Tax
Track return status, auto-sync all client information, link programs, and auto-import invoices and PDF tax returns from Lacerte Tax in to OfficeTools WorkSpace.
Integrate with QuickBooks
Seamlessly auto-sync contacts and export time cards, invoices, credit memos, and payments to work between QuickBooks desktop software and OfficeTools WorkSpace.
Microsoft Excel
Easily import almost any client data into WorkSpace from any other tax program in Excel format.
Microsoft Outlook
Auto-sync your Outlook calendars, contacts, and tasks seamlessly between WorkSpace and mobile devices.
Canon
Help automate and streamline organizations’ lean document processes.
Lucion FileCenter
Capture files via scanning and printing into FileCenter and how to make editing changes to PDF files.
Additional integrations
OfficeTools WorkSpace has several built-in integrations beyond those listed above, including Dymo Label, Google Maps, Yahoo, MapQuest, Facebook, Twitter, and Microsoft Office 365. Reports can be exported directly to Word, Excel, and other common formats. Our Microsoft Office Add-On tool bar saves Microsoft Office files directly into WorkSpace. You can also create time cards for payroll or billing inside of Microsoft Office.
