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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 DragDrop?

To alleviate the tedious process of moving emails from Outlook to your CRM, document management system, or ERP while keeping your desktop organized, we created DragDrop for Outlook. This cutting-edge add-in integrates smoothly with your Outlook Desktop Client, offering an intuitive drag-and-drop feature that requires no complicated installation for users. As organizations migrate to Office 365 / Microsoft 365 and embrace Outlook on the Web, commonly known as OWA or Outlook Online, we introduced a comparable drag-and-drop capability, allowing users to easily transfer emails or attachments from Outlook on the Web to any browser, their desktop, file explorer, or applications that support file drops. The result is a significantly easier way to relocate emails and attachments from Outlook to multiple destinations, catering to the needs of busy professionals. By simply installing DragDrop for Outlook, users can unlock the power of drag-and-drop functionality, enhancing their productivity and workflow efficiency. With this tool, managing emails has become not only efficient but also incredibly user-friendly, ensuring that essential tasks are completed with minimal effort.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Outlook
Microsoft Power Automate
Microsoft SharePoint
Microsoft Teams

Integrations Supported

Microsoft 365
Microsoft Outlook
Microsoft Power Automate
Microsoft SharePoint
Microsoft Teams

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

€19 per user
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

HUSS

Company Location

Netherlands

Company Website

www.dragdrop.com

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 Deletion
Email Discovery
Email Monitoring
Email Recall
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

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