OnePractice

OnePractice

HubOne
+
+

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About

Hubly allows you to unleash the power of effortless financial advisory, transforming your firm’s household experience into a high‑touch, stress‑free system that scales efficiently. Its cloud-native practice management operating system combines CRM integration, dynamic workflow automation, role-based task routing, conditional logic, and built-in reminders to ensure consistency and eliminate administrative errors. With more than 100+ plug‑and‑play workflow templates, from client onboarding and money movement to client reviews, meeting prep, and employee onboarding, Hubly delivers a repeatable client experience at scale. It provides a centralized hub feed and client cards displaying progress, upcoming tasks, past interactions, and assigned responsibilities, giving users full visibility and team accountability. Hubly’s no-code, intuitive design makes building, customizing, and sharing workflows simple.

About

Simplify, Automate & Grow Your Business. Integrating Accounting Practice Management systems to give you stress-free, time saving Document Management with intelligent automation. OnePractice Document Management is a collection of sophisticated cloud-based tools uniquely designed to help you save time and create efficiencies, so you can spend more time strengthening client relationships and generating more revenue. The suite includes: Templates. Create beautiful documents & spreadsheets using live data from your practice management software & real time data using a simple set of prompts. Mail. Easily save emails & attachments from Outlook desktop & online, to the client folders in your document center with a few simple clicks. Mail Templates. Simple creation of emails with the option to attach files from within your document center. Populate with live practice management data & input real time data using prompts.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial advisory firms seeking a solution that integrates with their CRM and tools to standardize client processes, boost team accountability, and scale client service smoothly

Audience

Accountants looking for a practice management system which allows easy creation of documents and spreadsheets using live data

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$75 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Hubly
Founded: 2019
Canada
www.myhubly.com

Company Information

HubOne
Australia
www.hubone.com

Alternatives

Alternatives

LexWorkplace

LexWorkplace

Uptime Legal Systems
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Thomson ONE Wealth

LSEG Data & Analytics
DragDrop

DragDrop

HUSS
SecureMailMerge

SecureMailMerge

Sol Inventum OÜ

Categories

Categories

Integrations

Calendly
Gmail
Mailchimp
Microsoft 365
Microsoft Power Automate
Redtail CRM
Wealthbox
Zapier
Zoom

Integrations

Calendly
Gmail
Mailchimp
Microsoft 365
Microsoft Power Automate
Redtail CRM
Wealthbox
Zapier
Zoom
Claim Hubly and update features and information
Claim Hubly and update features and information
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