OnePractice

OnePractice

HubOne
+
+

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About

Ideagen Mail Manager Enterprise enhances your existing Microsoft SharePoint environment, adding email filing, document organization and governance without replacing the structure you already have. With send and save functionality, communications are captured directly into SharePoint document libraries with categorization and metadata, without leaving Outlook, and email tracking notifies you when emails are saved. Contextual classification and metadata prompts help content land in the right location, improving searchability. Templates, routing, real-time collaboration, review and approval work inside your existing Microsoft applications. Tracked interactions, version control and compliance reports support governance and audits. Offline synchronization lets users keep working without a connection, with version control preventing conflicts when changes sync. Part of the Ideagen platform.

About

Simplify, Automate & Grow Your Business. Integrating Accounting Practice Management systems to give you stress-free, time saving Document Management with intelligent automation. OnePractice Document Management is a collection of sophisticated cloud-based tools uniquely designed to help you save time and create efficiencies, so you can spend more time strengthening client relationships and generating more revenue. The suite includes: Templates. Create beautiful documents & spreadsheets using live data from your practice management software & real time data using a simple set of prompts. Mail. Easily save emails & attachments from Outlook desktop & online, to the client folders in your document center with a few simple clicks. Mail Templates. Simple creation of emails with the option to attach files from within your document center. Populate with live practice management data & input real time data using prompts.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

SharePoint administrators, IT and information management teams, and project and compliance teams that already use SharePoint and Outlook and need email filing, document organization and governance.

Audience

Accountants looking for a practice management system which allows easy creation of documents and spreadsheets using live data

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$4.00/month/user
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Ideagen
Founded: 1993
United Kingdom
www.ideagen.com/solutions/compliance/sharepoint-document-management

Company Information

HubOne
Australia
www.hubone.com

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Categories

Email Management Supported
Integration Supported

Categories

Integration Features

Dashboard Not Supported
ETL - Extract / Transform / Load Not Supported
Metadata Management Supported
Multiple Data Sources Supported
Web Services Not Supported

Integrations

Microsoft 365 Supported
Azure Marketplace Supported
Microsoft Outlook Supported
Microsoft Power Automate Not Supported
Microsoft SharePoint Supported

Integrations

Microsoft 365 Supported
Azure Marketplace Not Supported
Microsoft Outlook Not Supported
Microsoft Power Automate Supported
Microsoft SharePoint Not Supported
Claim Ideagen Mail Manager Enterprise and update features and information
Claim Ideagen Mail Manager Enterprise and update features and information
Claim OnePractice and update features and information
Claim OnePractice and update features and information