OnePractice

OnePractice, developed by HubOne Pty Ltd., is a document management solution designed to increase collaboration and streamline processes for financial organizations. According to the vendor, OnePractice caters to the needs of professionals in the accounting, financial services, tax advisory, audit, and bookkeeping industries. It is suitable for accounting firms of all sizes, from small boutique firms to large multinational organizations.

Key Features

Templates: According to the vendor, OnePractice Templates™ allows for 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. Templates can be created by users or accessed from company-approved templates, enabling faster document creation.

Mail & Mail Templates: OnePractice Mail™ allows you to file emails against a client with a single click, saving time and effort. The tool integrates with Outlook Web App and desktop Outlook, enabling easy storage of emails, attachments, and more. The Mail Templates feature allows the creation of emails using pre-designed templates, reducing the need to write repetitive emails.

Scans: OnePractice Scans™ reads documents converted to searchable PDF files by your scanner. The tool uses sophisticated matching tools to automatically file documents in SharePoint Online and the OnePractice Document Center. According to the vendor, this feature enables accounting firms to become paperless by efficiently managing scanned documents.

Microsoft Office 365: OnePractice leverages the Microsoft Office 365 platform, enhancing its capabilities with accounting-specific apps. Integration with practice management software allows for seamless collaboration and data sharing between systems. According to the vendor, this integration ensures that data remains within your control by keeping it in your own SharePoint system.

Practice Management Integration: OnePractice apps are designed to integrate with common practice management systems and CRMs, facilitating easy creation, filing, and retrieval of client documents and emails. Integrations include Xero Practice Manager, Xero Tax, WorkflowMAX, SharePoint Lists, MYOB AE, CCH iFirm, Reckon APS, and Handisoft SQL.

Increased Productivity: OnePractice enhances productivity by automating document creation, storage, and retrieval processes. Seamless integration with Microsoft 365 allows for efficient collaboration and communication within the accounting firm. According to the vendor, this streamlines workflows and reduces manual data entry, saving time and effort for accounting professionals.

Intelligent Search: OnePractice leverages Microsoft 365 Search to enable instant searching and retrieval of documents. According to the vendor, adding metadata to documents enhances search accuracy and enables advanced functionalities like DocuSign integration and automated notifications.

Ease of Use: OnePractice offers a user-friendly interface and intuitive tools, making it easy for accounting professionals to create, store, and find documents. According to the vendor, it simplifies the process of creating templates and emails, reducing errors and improving efficiency. The vendor also provides step-by-step guides and training resources for users to maximize the benefits of the OnePractice suite.

Trusted & Secure: OnePractice is built on the secure Microsoft Office 365 platform, ensuring the safety and privacy of your data. Integration with enterprise features like Data Leakage Prevention and Version Control enhances data security. According to the vendor, data remains within your SharePoint site, giving you full control and ownership.

Greater Collaboration: OnePractice promotes collaboration by connecting systems and enabling seamless data sharing between team members. According to the vendor, it facilitates consistent and accurate document creation and storage, improving collaboration within accounting firms. Integration with Xero Practice Manager and other practice management systems enhances collaboration and information accessibility.