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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 Koho Consulting?

The Contract Lifecycle Management Suite (CLM), designed on a no-code framework, provides extensive customization options for both buy-side and sell-side contract management, ensuring adherence to best practices. Users can convert image files from .jpg to .png and transform .pdf documents into searchable formats while preserving the original images. With the availability of Word and PDF templates, individuals can format data for printing or distribution, facilitating easy attachment to records or email sharing with stakeholders. The suite's redlining feature enables users to assess various document versions and maintain detailed audit trails for all modifications made. A single click is all it takes to generate a complete contract, and users can effortlessly add dates, fields, formulas, and other essential information without relying on ActiveX or client-side applications. Additionally, the Agiloft knowledge base supports the conversion of Microsoft Word files to PDFs, enhancing flexibility within document management. For obtaining digital signatures, users can seamlessly integrate with Adobe Sign and DocuSign, streamlining the signing process when contracts are finalized. This comprehensive suite not only simplifies contract management but also enhances collaboration among teams, ensuring a more efficient workflow overall.

Media

Media

Integrations Supported

Adobe Acrobat Sign
Ameego
Docusign
Microsoft 365
Microsoft Power Automate
Microsoft Teams
Microsoft Word
Slack

Integrations Supported

Adobe Acrobat Sign
Ameego
Docusign
Microsoft 365
Microsoft Power Automate
Microsoft Teams
Microsoft Word
Slack

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$8000 For 5 Users Per Year
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

Koho Consulting

Date Founded

2011

Company Location

United States

Company Website

www.kohoconsulting.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

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

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