OneTeam is a cloud application that allows accounting firms to work with clients in a secure environment.
It allows you to seamlessly and intelligently manage work.
What Can OneTeam Services Do For You?
OneTeam Services is backed by the latest security and encryption protocols, so the confidential documents and data that you pass back and forth with your clients are secure. And while it’s as easy to use as email, it’s a much safer place to communicate with your clients.
Secure Document Sharing
Document management including secure, audited two-way file exchange with clients and contractors. Files are encrypted in storage, and when they are shared with authorised customers.
Communicate milestones, assign and track tasks, risks and project correspondence in one location that lets your customers know what they need to do next so that you can keep things on track.
We integrate with CRM, local document storage, single sign-on, workflow management and your other back-office systems via the OneTeam API, which is built to widely used industry standards.