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What is OnePractice?

Optimize, Automate, and Grow Your Business. By adopting accounting practice management systems, you can experience seamless and efficient document handling enabled by smart automation. OnePractice Document Management provides an array of sophisticated cloud-based tools designed to improve your time management and operational workflows, freeing you to concentrate more on nurturing client connections and boosting revenue. The toolkit includes templates that allow you to create visually appealing documents and spreadsheets using live data directly from your practice management software, complemented by real-time data through a user-friendly prompt system. In addition, saving emails and attachments from both Outlook desktop and online platforms to your document center's client folders is a breeze, requiring just a few clicks. Moreover, Mail Templates facilitate the easy crafting of emails, offering options to attach files straight from your document center while integrating live practice management data and real-time inputs through prompts. This all-encompassing solution not only streamlines your operations but also enhances your ability to serve clients effectively and drive substantial business growth. With these tools at your disposal, you can transform your workflow and position your firm for lasting success in a competitive market.

What is Clipboard for Microsoft Outlook?

Boost your scheduling productivity by swiftly arranging appointments on your calendar. Effortlessly fill meeting invitations with crucial conference details, such as the location and dial-in instructions necessary for conference calls. The Clipboard add-on for Outlook is designed for simplicity and effectiveness, enabling users to tap into its features with little to no prior training. With a single click, you can send out well-formatted emails and pre-written responses, making it an indispensable tool for call centers managing consistent replies. As an Outlook plugin, Clipboard integrates smoothly with your current email functions while adding a range of new, time-saving features. You can get started right away with free sample newsletter templates available for use. These sample Outlook email templates come in a variety of formats, such as business letters, customer support replies, job listings, newsletters, service updates, and thank-you notes. Save precious time by utilizing pre-composed replies to tackle commonly asked questions. You can easily create, adjust, categorize, and retrieve your most frequently used email messages, responses, attachments, and meeting information all from one centralized hub, significantly optimizing your communication workflow. Furthermore, Clipboard not only amplifies your productivity but also guarantees that no vital information slips through the cracks, enabling you to maintain a high level of efficiency in your correspondence. With its user-friendly design and practical features, Clipboard is poised to transform the way you manage your email communications.

Media

Media

Integrations Supported

247PRO
Microsoft 365
Microsoft Power Automate
Nekton.ai
TonicDM

Integrations Supported

247PRO
Microsoft 365
Microsoft Power Automate
Nekton.ai
TonicDM

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$29 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

HubOne

Company Location

Australia

Company Website

www.hubone.com

Company Facts

Organization Name

RS Global Solutions

Date Founded

2015

Company Location

United States

Company Website

www.betterfaster.solutions

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Email Management

Data Recovery
Email Archiving
Email Monitoring
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

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