OnePractice
OnePractice simplifies document management for accounting firms by integrating seamlessly with practice management systems. Users can create dynamic documents and spreadsheets with live data, file emails effortlessly with a single click, and utilize Mail Templates to streamline communication. This solution enhances productivity, collaboration, and data security, all while keeping control within SharePoint.
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Top OnePractice Features
- OnePractice Templates™
- OnePractice Mail™
- OnePractice Scans™
- Seamless practice management integration
- Real-time document creation
- Intelligent document search
- Customizable email templates
- Single-click email filing
- Metadata and folder options
- Secure cloud platform
- Microsoft Office 365 integration
- SharePoint data ownership
- Efficient document filing
- Sophisticated automation tools
- Time-saving document management
- Enhanced collaboration features
- Tailored solutions from partners
- Subscription-based billing
- User-friendly interface
- Reliable client relationship management.
