Hubone Document Management System for Accountants.
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.
Integrate your Practice Management Software
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. The suite includes:
Create beautiful documents & spreadsheets using live data from your practice management software & real time data using a simple set of prompts.
Easily save emails & attachments from Outlook desktop & online, to the client folders in your document center with a few simple clicks.
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
Automatically file & rename scanned documents straight to your document center using sophisticated matching tools.