Services for OneView Practice™

Customization

OneView Practice™ may be customized to suit your needs. Key customization services include:

• Checklist preparation
• Calendar customization
• Reminder Scheduling
• Mail template creation

Data Upload

Data upload services are ideal for firms with a long list of clients that they would like uploaded into the system. Likewise, a large number of files may also be uploaded into client lockboxes. Key customization services include:

Disk Preparation

If you are interested in presenting your clients with a year-end disk of all project documents, or would like one for your own use, this service would be ideal. Data disks are affordable and may also be scheduled for delivery periodically (e.g. Quarterly, or Monthly).

If you are interested in any of the aforementioned services, please contact Sales.