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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Streamline, Automate, and Expand Your Business. By integrating accounting practice management systems, you can achieve hassle-free and time-efficient document management through intelligent automation. OnePractice Document Management offers a range of advanced cloud-based tools specifically crafted to enhance your time management and operational efficiency, allowing you to focus more on building client relationships and increasing revenue. The toolkit features: Templates that enable you to design attractive documents and spreadsheets using live data from your practice management software, along with real-time data through an easy-to-use prompt system. Additionally, you can effortlessly save emails and attachments from both Outlook desktop and online to your document center's client folders with just a few clicks. Furthermore, Mail Templates allow for the straightforward creation of emails, complete with options to attach files directly from your document center while incorporating live practice management data and real-time inputs through prompts. This comprehensive solution not only simplifies your processes but also empowers you to better serve your clients and grow your business effectively.

Description

Equipped with a robust search engine and efficient import/export capabilities, along with a comprehensive business management feature, it serves as an all-in-one assistant designed to enhance the optimization, organization, archiving, retrieval, and geo-referencing of documents. Beyond just mapping your projects, you can also link cartographic records, related documents, invoices, DWG plans, legal acts, and any scanned archived files. Reduce the likelihood of human errors by utilizing template documents for generating your final letters and reports, and effortlessly auto-fill your drawing cartridges using data from VisionDoc. Track the progress of your projects and easily allocate tasks to team members, ensuring clarity on the status of each task and what has been accomplished. Seamlessly import and export contacts through Outlook, and automate email notifications when tasks commence. Our advanced search engine empowers you to locate precise information, and you can apply numerous filters to swiftly find the documents you require. Furthermore, this system enhances team collaboration by providing a centralized platform for managing all aspects of your projects.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Microsoft Power Automate Yes 

Integrations

Microsoft 365 No 
Microsoft Power Automate No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

HubOne

Country

Australia

Website

www.hubone.com

Vendor Details

Company Name

Geo-Plus

Founded

1987

Country

Canada

Website

geo-plus.com/visiondoc-document-management-software/

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Product Features

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control No 

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