OneView is a compelling 3-in-1 solution for Accountants to significantly improve business processes. It combines the efficiency of a Document Management System with the practicalities of Customer Relationship Management and the security of a Client Web Portal.
Document Management (DMS)
The all new DMS really is an exciting release as it includes a number of new features that make document retrieval and the client response more intuitive.
The new ‘Explorer’ style search interface makes it easier to visualise client files and their documents. The generic document viewer makes it easier and quicker to read each document without opening the application. The new ‘Create’ function makes client response much more effective by using standard email & letter templates for all communications.
DMS includes an extensive feature list, is easy to use, integrates with existing applications and delivers on so many levels.
The CRM goes beyond practice management, by delivering a complete overview of your customer’s data and tasks.
The flexible design allows for customised data views, including data lookup to Accountancy applications. It includes extensive data capture and management functions, template management, mail merge, customised database, calendars, status reporting, automated tasks and task management, synchronisation with Outlook, and so much more. And there is of course integration with the DMS, which means users can have a single view of all client information, in any format – even 3rd party application data.
An exciting new feature of the CRM is the SMS Broadcaster. This now makes it so much easier to deliver critical messages to your clients on their mobile devices and from a single click. Create your own customised SMS templates, standardise your sender name, and personalise the message recipient.
The secure 2-way Portal, with automated email reminders, does all your document tracking to eliminate the need to chase your clients.
Create Outlook-style messages using customised templates (with no limits on text), and include single or multiple documents either for approval or for information. The Portal includes easy client approvals, electronic signatures, client uploads and is customised to be part of your website.
OneView benefits Accountants in so many ways – document capture and retrieval, data lookup and management, mail merge, document and email templates, client response and status, task management and automated tasks, calendars, secure document delivery, client approvals, and so much more.
To learn more contact us now
Tel: +44 (0)1252 364642
Free: +44 (0)800 061 2515