Delivering Significant Efficiency
Gains for Audit, Tax and
OneTeam is a new to market cloud platform that provides a central point of control and data exchange between teams, advisors and clients.
It allows you to collaborate and share data in a secure way. OneTeam automates mundane tasks allowing your team to focus on what is valuable.
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. Manage resource allocation, 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.
Data Request and Response
Using OneTeam, your consultants can easily request the data required from clients to complete the project on time. It’s a simple process for clients to upload documents relevant to the project and it's far more secure than email.
OneTeam tracks and displays the conversation history, in one place for everyone on the project to see, so nothing is lost or buried in a consultant's email box.
Document Version Control
OneTeam has a document version control system built into the platform, which makes document management straight forward.
Every change is recorded so that if there is ever any query about why a document has been changed, or what change was made, OneTeam makes it possible to see who made the change and when.
The platform lets consultants create a digital workspace where all of the projects for a particular client are grouped under an engagement. You can then control who has access to each engagement, what data they see and who can see activity on projects.
Full White Labelling
OneTeam offers a flexible user interface that can be styled to embrace your brand. So, your clients will see your brand whenever they use the platform.
We can embrace your Brand Guidelines or implement your Design System to project your brand (not ours).
Talk to us about a custom pricing plan that includes volume discounts, software customisation, and integration with your back office systems.
Suitable for Your Needs
● Sized to your needs
● Full set of out of the box features with customisation
● Custom branding
● Custom functionality
● Connect your domain
● Integration into your back-office systems