OfficeTools by CARET vs. Auditi

OfficeTools provides everything you need to run your tax and accounting practice from a single solution. With OfficeTools Workspace, you can track projects from start to completion, organize client data, manage staff and tax workflow, and automate billing from one central dashboard—all while integrating with the applications you use most. OfficeTools Workspace helps your firm streamline day-to-day operations and work as a unified team.

Auditi: The Client Engagement Platform for Audit Firms Auditi brings PBC (Provided by Client) request management, audit confirmations and project management into one workspace, helping audit teams and their clients keep work organized and moving. Chasing missing documents, searching email threads and updating spreadsheets takes time away from the audit. Clients face the same confusion: requests arrive in different places, priorities are unclear and they may be asked for information they have already provided.