Case Study: NTV Accountants achieves secure, fully digital, unified practice management with OfficeTools WorkSpace

NTV Accountants - Customer Case Study

NTV Accountants, a San Diego public accounting firm, was operating across many separate systems—using a general CRM for client tracking, Gmail for email and contacts, Excel for to‑do lists, and managing their own servers—which made scaling and secure data management difficult. To unify workflows and move off costly on‑premise infrastructure, NTV Accountants adopted OfficeTools WorkSpace in Abacus Private Cloud from OfficeTools.

OfficeTools consolidated NTV’s contacts, to‑dos, projects, billing, documents and scheduling into a single practice management platform and provided project and assignment log reports to measure team performance. By moving to OfficeTools WorkSpace in Abacus Private Cloud they reduced IT overhead, centralized data for better workflow tracking, and gained improved security, flexibility and dependable support—enabling more efficient project management and measurable performance reporting.

NTV Accountants

Vincent Nguyen

Accountants