The Modern Practice Portal is an integrated document management solution, based on SharePoint or SharePoint Online which extends SharePoint into working directly with WorkflowMAX to deliver an end to end practice document management solution.

Applicable for all WorkflowMAX customers, the Modern Practice Portal has been designed and developed in conjunction with several Australian Accounting Practices to meet the demanding needs of end to end document management.

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The Modern Practice Portal includes the following features:

• Unique document numbers – Documents are automatically numbered for simple accountant/client reference, meaning you always refer to the right document.
• Rich Template Creation – using every field from WorkflowMAX, your templates can be more dynamic than ever before.
• Automatic filing – The System will automatically file documents based on your rules, being client, job, year or indeed any field you specify.
• Secure Client Access – Clients can be given their own location to upload and download files directly to you with configurable email notification.
• Email Integration – Directly integrates with Outlook and your iPad using Harmon.ie, providing seamless access to emails, documents, threads and more.
• Secure version control – meaning documents can be managed throughout all stages of the document lifecycle and published only when ready.

In addition to the features of the Modern Practice Portal., SharePoint Online provides 24×7 access with 99.9% financially backed uptime guarantee and storage starting from $0.30 per Gb per Month, geographically replicated and continuously backed up.