Our flagship Document Management Solution
Create documents with ease
Creating documents is often time-consuming. So you find yourself reusing and editing existing documents trying to speed up the process, but soon realise it only opens the door to errors.
OnePractice Templates™ allows easy creation of documents and spreadsheets using live data from within your practice management system or in real-time using a simple set of prompts.
Our seamless integration with your practice management system means you no longer have to go from system to system collating information. It's all at your fingertips.
Mail & Mail Templates
Rapidly save, file and create emails
One of the most painful things is to record emails and attachments sent by a client.
OnePractice Mail™ allows you to file emails against a client with a single click, into your Document Center. It's also flexible enough to allow you to choose folders and metadata and extract attachments.
What's more, you can create emails using Mail Templates so you no longer have to write the same emails over and over again.
Become a paperless firm today
OnePractice Scans™ reads documents converted to searchable PDF files by your scanner.
Scans uses sophisticated matching tools and automatically files documents in SharePoint Online and the OnePractice Document Center.
Microsoft Office 365
OnePractice leverages the Microsoft Office 365 platform, and enhances it's capabilities with accounting-specific apps.
What's more, you can integrate your practice management software into the apps, allowing your systems to work in harmony.
It's Your Data
OnePractice keeps your data in your SharePoint system. With our tight integration with SharePoint and the Microsoft Office 365 platform you can be confident that you will always own your own data, no matter what.
Practice Management Integration
The OnePractice™ apps are designed to integrate with common practice management systems and CRMs, making it even easier to create, file and find client documents and emails.
Constructed on the most secure cloud platform in the world, OnePractice extends the Microsoft Office 365 suite to deliver unparalleled efficiencies. It also has the ability to connect your existing practice management and CRM systems with the best of current technology.
Need help? Our trusted partners work with you to deliver a truly unique and tailored package best suited for your firm.