Case Study: Forsyth Holtzman & Associates achieves streamlined operations and faster payments with OfficeTools + APX from AbacusNext

APX + OfficeTools from AbacusNext: The Ultimate Efficiency Builder

Forsyth Holtzman & Associates, a Kennesaw, Georgia CPA firm with 11 CPAs serving roughly 1,500 clients, needed a centralized, flexible system to manage client data, workflows, billing and payments as they launched in 2019. To avoid manual invoices and paper checks and to support a wide range of services (accounting, bookkeeping, payroll tax and audit work), the firm chose OfficeTools (paired with Abacus Payment Exchange, APX) to provide an integrated practice management and payment solution.

Using OfficeTools with APX, Forsyth Holtzman centralized workflows, customized processes to reflect real-world holds/delays, and automated recurring billing and Pay Now links. The results: faster collections (Khano estimates 75% of clients pay the same day and the rest within a week), predictable monthly billing (e.g., 45 payments already processed automatically on the third of the month), shorter staff meetings and an estimated full day of work saved thanks to APX — all backed by responsive OfficeTools/AbacusNext support.