Hubone document management system For accountants

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Easily create, store and find documents. HubOne’s OnePractice toolset integrates with Microsoft 365 to provide a comprehensive and seamless document management solution. Designed specifically for financial organisations,  clients enjoy an unparalleled document management solution that easily creates and stores documents, with intelligent search functions.
What’s more, it can connect with common practice management tools for greater collaboration and reduce the needs of moving between programs to find client information.

OnePractice™ is a collection of sophisticated cloud-based tools uniquely designed to help you save time and create efficiencies, so you can spend more time strengthening client relationships and generating more revenue.

Templates

Create beautiful documents & spreadsheets using live data from your practice management software & real time data using a simple set of prompts.

Mail

Easily save emails & attachments from Outlook desktop & online, to the client folders in your document center with a few simple clicks.

Mail Templates

Simple creation of emails with the option to attach files from within your document center. Populate with live practice management data & input real time data using prompts.

Scans

Automatically file & rename scanned documents straight to your document center using sophisticated matching tools.

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