OneView Practice™: Frequently Asked Questions
Product Questions
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Q.
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What is OneView Practice?
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A.
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OneView Practice™ is a web portal that allows tax and accounting professionals
to exchange information with clients and staff. It enables its users to securely
and safely exchange documents, messages, organizers, checklists, and other business
information. OneView Practice™ presents a clear picture of projects and related
information in one single location. OneView Practice™ helps practices project
a professional image and forge stronger relationships with Clients.
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Q.
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Why Can't I Use Email or FTP?
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A.
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Email has several shortcomings. It is usually not secure, difficult to organize,
and often has limitations with the size of documents you can exchange. FTP works
only as a file transfer channel. Unless setup correctly, users will be able to see
each others' documents.
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Q.
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Why OneView Practice™?
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A.
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OneView Practice™ was designed by tax and accounting professionals and continues
to develop based on user feedback. OneView Practice™ brings together several
pioneering Internet technologies, yet simplicity and usability at an affordable
price. Is is a smarter, more secure, and a better solution and solves key problems
with productivity, information organization and sharing, and client care.
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Q.
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Do I need OneView Practice™?
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A.
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OneView Practice™ is ideal for small and mid-sized practices offering tax,
bookkeeping, accounting, or consulting services. You should subscribe to OneView
Practice™ if your answer is "Yes" to any of the following questions:
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Are you trying to adopt a paperless or less-paper strategy?
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Do you exchange a large number of emails, voice mails, and documents with clients?
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Do you offer recurring services and deliverables that require a high number of client
interactions?
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Do you employ staff in a geographically diverse, or multi-office environment?
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Do you serve clients beyond your local geography or want to serve such clients to
grow your business?
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Do you want to provide your clients with access to their records anytime, anywhere?
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Do you want to create a professional experience for your clients when they interact
with you?
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Q.
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How does OneView Practice™ work?
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A.
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OneView Practice™ is a hosted web-portal linked directly to your web-site.
Users simply connect to OneView Practice™ via the Internet using a browser
and enter information or upload documents meant for exchange.
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Q.
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I am the owner of my practice. How will I benefit from using OneView Practice™?
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A.
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OneView Practice™ will save you time and money in needless infrastructure,
postage costs, support services, and other overhead. OneView Practice™ is
very easy to use will make you as well as your clients more productive.
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Q.
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I work in a team environment. Can my entire team use OneView Practice™?
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A.
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One of the key benefits to using OneView Practice™ is with its ability to
share data within teams. Yet, you have the authority to grant only required team
members access to Client information. Teams can also benefit from OneView Practice&trade
when working from remote sites.
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Q.
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What software and hardware do I need to use OneView Practice™?
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All you need is a computer or hand-held with a Web browser and an Internet connection.
No special hardware or software is required to use OneView Practice™
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Q.
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I am on the road a lot. How will OneView Practice™ help me?
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A.
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OneView Practice™ will make it even easier for you to share information with
your team members quickly and securely when you are on the road. Irrespective of
location, you can access OneView Practice™ (as long as you have an Internet
connection and browser access). You no longer have to carry sensitive information
on portable devices. Simply adding information to OneView Practice™ will help
you access information from your client or other remote site.
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Security and Infrastructure Questions
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Is my data secure?
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A.
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We are offering you security in two ways.
- The application is hosted at a secure facility.
- Information is encrypted when being transmitted from the user to the servers using
Secure Socket Layer.
The OneView Practice™ team periodically reviews security requirements and
makes changes accordingly. If you have a suggestion or questions, we would love
to hear about it. Please send us your suggestions, comments, or concerns at
Support.
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Q.
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How do I tell when transmission is secure?
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A.
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When you log into OneView Practice™, you will see a small "lock" icon at the
bottom of your browser display, indicating that a secure (SSL) connection has been
established to our server. In addition, the URLs used to access your data on OneView
Practice™ are all preceded with https rather than http.
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Q.
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What is your privacy policy?
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A.
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OneView Practice™ does not use any information for marketing or promotional
purposes.
Please click here to view our privacy policy.
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Q.
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How likely is it for the application to "go down"?
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A.
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OneView Practice™ has built redundancy to minimize any system failures. All
components of the OneView Practice™ system are monitored so that faults are
detected early. However, we do realize that there may occasional outages due to
reasons beyond our control. OneView Practice™ has established escalation procedures
to notify all affected users should such an event occur.
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Q.
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Can I house a backup of my OneView Practice™ data at my own company?
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A.
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You can receive a complete download of all your data residing in OneView Practice™
by signing up for our monthly archive service. Some firms may periodically "clean"
their uploaded information to save disk space as to well as keep only what is necessary
online.
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Q.
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How scalable is OneView Practice™?
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A.
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OneView Practice™ is designed to handle thousands of users. When we see performance
degradation, we are ready to add hardware or systems that will ensure an excellent
user experience.
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How Can I Get Started?
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Is there any hardware or software required for using OneView Practice™?
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A.
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No. All you require is a computer with Internet access and a web-browser. OneView
Practice™ works best with Internet Explorer 6.0 or higher. It also runs under
Fire Fox 1.6 or greater.
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Q.
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Is training required for using OneView Practice™?
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A.
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OneView Practice™ is designed for ease of use and many users have no difficulty
in getting started soon. Furthermore, online help is available at every step to
make the learning easy. Nonetheless, we recommend some training so that you can
get the most out of the application.
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Q.
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Is training available if I need it?
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A.
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While training is not required, we offer free training. The sessions run less than
one hour and cover typical usage by a Client. The sessions are held through the
Internet, conveniently allowing you to participate right from your office. Please
contact Support for further details.
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Q.
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What involvement is required by my company's IT department?
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A.
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None. OneView Practice™ applications are accessed through the Internet via
a Web browser and require no modifications or upgrades to your existing environment.
All you need is Microsoft Internet Explorer (version 6.0 or higher) and you are
ready to use OneView Practice™. Because there is no hardware, software, or
network equipment to purchase, and the application is accessed through a standard
Web browser, your IT department will not be required to maintain any software or
hardware components.
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Q.
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How quickly can my Clients be up and running?
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A.
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Your clients screens are even simpler than your staff screens. Most computer-savvy
clients should have little difficulty using the application.
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