OnePractice 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.
OnePractice Alternatives
InterProse ACE
InterProse ACE is a modern, cloud-based debt collection software platform built for collection agencies who specialize in consumer or commercial debt, including healthcare, property management, education, and government accounts.
ACE also serves collection attorneys, property managers, original creditors, financial institutions and government entities.
Heavily configurable and flexible with no one business use case in mind, our debt collection application facilitates account management, secured/unsecured payment plans, client invoicing and reports, legal judgment tracking, data reporting/analytics, and process automation while doing it all in a highly efficient and cost-effective way.
Key features include account bundling, account-level documents attachments, heavy process automation, client access, trust accounting, credit reporting, consumer self-service tools, and numerous tech integrations.
ACE customers enjoy monthly updates/upgrades to the platform, real-time data & document backups, inherited third-party security audit attestations (SOC2Type2, PCI, PENTEST, HIPAA, StarAlliance, etc.), real-time consumer and client portals, open-API connections, among other modern conveniences that let them focus on business.
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Practice
Streamline your coaching business
We help coaches to consolidate disjointed, clunky and frustrating systems into one place.
No more back-and-forth:
Automated scheduling makes it easy to see your real-time availability. Simple forms can be used to collect information and invoices.
Spend less time chasing and more time earning.
In seconds, create invoices, recurring subscribers, and packages and get paid on-time, every time.
Simple client management
Practice's world-class tools allow you to communicate between sessions without having to give out your personal number.
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LexWorkplace
LexWorkplace offers a comprehensive cloud-based solution for managing documents and emails specifically designed for law firms with 5 to 100 users. Its features encompass compatibility with both Windows and Mac systems, full-text search capabilities, optical character recognition (OCR), version control, integration with Outlook, as well as document tagging and profiling. This innovative software elevates law firm document management by gathering all matter-related materials—such as documents, emails, videos, audio files, and notes—into a single, easily accessible platform. Users can efficiently manage different versions of documents and create tags for better organization, while the automatic OCR functionality allows for quick searching and retrieval of necessary documents. LexWorkplace stands out as a powerful document management system that retains the user-friendly advantages of cloud technology. Transitioning away from traditional Outlook folders or Practice Management software for matter-related emails becomes effortless, as important emails can be directly saved to their corresponding matters without leaving Outlook. Additionally, users can easily save attachments and index their documents for streamlined searching across the platform, ultimately enhancing productivity and efficiency in legal practice.
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DragDrop
In an effort to simplify the cumbersome task of transferring emails from Outlook into your CRM, document management system, or ERP without cluttering your desktop, we developed DragDrop for Outlook. This innovative Outlook add-in seamlessly integrates with your Outlook Desktop Client, enabling drag-and-drop functionality without any complex setup for the user. As businesses transition to Office 365 / Microsoft 365 and begin utilizing Outlook on the Web, often referred to as OWA or Outlook Online, we implemented a similar drag-and-drop process that allows users to effortlessly transfer emails or attachments from Outlook on the Web to another browser, their desktop, file explorer, or any application that accepts file drops. Now, moving emails and attachments directly from Outlook to various destinations has never been easier, providing a streamlined solution for busy professionals. Simply install DragDrop for Outlook and experience the convenience of drag-and-drop functionality!
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Integrations
Company Details
Company:
HubOne
Headquarters:
Australia
Website:
www.hubone.com
Media
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Web-Based
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