How Does OneView Practice™ Work?

OneView Practice™ links directly to your web-site so that your clients can login using a "Client Login" link. It carries your brand name so that clients see your firm's name throughout the application.

OneView Practice™ offers secure lockboxes for every client and project, so that documents, notes, messages, invoices, among others, remain secure at one location, and are readily available to your clients and staff, anytime or from anywhere.

Templates of checklists, reminder schedules, documents, etc. may be applied in one click to multiple clients, so that you as well as your clients can get organized in minutes. For example, you could setup say, 50 clients for Individual Tax projects with the same checklist, reminder schedule, a message board, and a calendar with simply a button click. Each client's lockbox will now feature a project containing the checklist, the calendars, etc. Whenever a client sends information, your staff will be notified automatically by email. Once done, you may rollover the project for the next period.

Clients may access their lockboxes from anywhere, and at anytime, increasing your service availability beyond normal work hours, beyond the lifecycle of a project, and beyond your local geography. Likewise, staff members who are on the road, or on-site, and want to continue to be productive and in touch with clients as well as the firm, may do so securely and safely, without having to carry sensitive information with them.

OneView Practice™ reduces the need for expensive records management services, backups and archival, shredding, or other such support services. OneView Practice™ is affordable and will pay for itself many times over.