HubOne + XPM:
HubOne OnePractice™ solution integrates fully with the Xero suite of products, including Xero Practice Manager and Xero Tax.
Now all your contact and customer information from XPM is available from within Outlook, you can use it within Templates and save scans directly to your customers.
Saving emails and attachments to your document management system has never been simpler. OnePractice Mail streamlines and automates the entire process. For example, here is a list of clients from XPM, available when you save an email in OnePractice Mail.
The HubOne OnePractice™ tools integrate with Microsoft 365 to provide a comprehensive and seamless document management solution designed to increase collaboration and connect with your practice management solutions.
Designed specifically for financial organisations, our clients enjoy an unparalleled document management solution that easily creates and stores documents, with intelligent search functions. It can connect with common practice management tools, such as Xero Practice Manager, for greater collaboration and reduce the needs of moving between programs to find client information.
OnePractice™ enhances the rich document creation facilities in Office 365 (Word and Excel templates) by bringing data from your practice management system into the document creation process.
OnePractice™ coupled with the enterprise features of Microsoft 365 including Data Leakage Prevention and Version Control, gives you the ability to add metadata to files to allow for the automatic filing of incoming emails, attachments and physical paper. You can finally rest assured knowing your data is safe, stored properly and does not leave your environment
Xero is world-leading online accounting software built for small business.
Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile
Find out more or try Xero Accounting Software for free