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Ratings and Reviews 0 Ratings
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What is V1 Document Management?
Organizations strive to effectively manage crucial business documents through their existing Financial Management System (FMS), Human Capital Management (HCM), Enterprise Resource Planning (ERP), or Customer Relationship Management (CRM) systems. Our all-encompassing document management solution, driven by Cloud capabilities, seamlessly integrates with these platforms. By harnessing the power of Robotic Process Automation (RPA) combined with the adaptability of Cloud technology, we facilitate the development of automated, touchless workflows. Furthermore, our intelligent suite of business automation tools boosts operational efficiency and can lead to a substantial decrease in process costs by employing sophisticated cognitive capture methods. This integration not only simplifies document management but also allows teams to dedicate more time to strategic initiatives instead of getting bogged down by administrative responsibilities. Ultimately, this approach fosters a more productive work environment, encouraging innovation and growth within the organization.
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.
Integrations Supported
Microsoft 365
Microsoft Power Automate
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
V1
Date Founded
1989
Company Location
United Kingdom
Company Website
www.wearev1.com
Company Facts
Organization Name
HubOne
Company Location
Australia
Company Website
www.hubone.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
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