Alternatives to OnePractice
Compare OnePractice alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to OnePractice in 2025. Compare features, ratings, user reviews, pricing, and more from OnePractice competitors and alternatives in order to make an informed decision for your business.
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1
Canopy
Canopy
Canopy is a cloud-based practice management software for accounting and tax firms, offering tools for client engagement, document management, workflow automation, and time & billing. Its Client Engagement platform centralizes interactions with a secure portal, customizable branding, and email integration, while the Document Management system enables organized, paperless file storage. The Workflow module enhances visibility into tasks and projects through templates, task assignments, and automation, reducing human error. Additionally, the Time & Billing feature tracks billable hours, generates invoices, and processes payments, ensuring accurate financial management. With its comprehensive features, Canopy streamlines operations, reduces stress, and enhances client experiences.Starting Price: $50.00/month -
2
SimplePractice
SimplePractice
SimplePractice is a comprehensive electronic health record (EHR) and practice management software tailored for health and wellness professionals. Serving over 225,000 practitioners, it offers features such as integrated telehealth, customizable documentation templates, billing and insurance tools, and a secure client portal. Designed to streamline administrative tasks, SimplePractice enhances client care and supports the growth of private practices. Starting Price: $35.00/month/user -
3
LexWorkplace
Uptime Legal Systems
LexWorkplace provides cloud-based, matter-centric document and email management for law firms of 5 - 100 Users. Features include full Windows and Mac compatibility, full-text search, OCR, version management, Outlook integration, document tagging & profiling, document check-in/out and more. Next level of law firm document management software, LexWorkplace is cloud-based document and email management, built exclusively for law firms. Matter documents, email, video, audio, notes and more–all in one place. Manage document versions. Create tags to organize your documents. Automatically OCR, search for and find the documents you need. LexWorkplace is a robust DMS with the simplicity of the cloud. Stop using Outlook folders (or Practice Management software) to manage matter-related emails. Save important emails right to a matter without leaving Outlook. Save attachments, index and search across.Starting Price: $395 per month -
4
Docmo
Docmo
Integrated governance means produced content is always current and correct. Automation that handles exceptions means your team can focus on high-value work. Prepare custom templates instantly. Populate: images, tables, charts, etc. Reactive workflows. Add inputs, questionnaires, calculations. Compose emails with attachments. Professional customizations, configuration. Noninvasive. No migration. Secure, HIPAA compliant. Docmo lives behind Excel and automates Word, Outlook, etc. So, users don't need to learn a new system. Turn hours of work into minutes. No more double-entry. Pull content from any app. Ensure current templates, legal verbiage, and data are used. Easily revise previously prepared documents. Documents produced with Docmo are professional, complete, current, and correct. Log templates generated, revisions, user volume, etc. Relevant content, templates, calculations, and verbiage are automatically chosen.Starting Price: $160 per hour -
5
Aryson Email Archiving Software
Aryson Technologies
Aryson Email Archiving Software is a safe and reliable Cloud-Based Email Archiving Solution that saves emails from cloud or web-based email clients to a desktop or hard drive. Gmail, Office 365, Live Exchange Server, Yahoo, IMAP, AOL, Yandex, Thunderbird, and Opera Mail are among the email clients it archives. To archive email as PDF, PST, EML, MSG, MBOX, Word, and other documents from cloud or web-based email clients, including all email attachments, use the Email Archiving Tool. It archives emails from email clients based on a date range specified by the date or task filter parameters. Remove Duplicate Mail is a unique feature in the software that removes duplicate email items while archiving emails from email clients. The Aryson Email Archiving Software demo version is free and archives up to 50 email items per folder. It performs effectively on all Windows OS versions.Starting Price: $49/year/user -
6
DragDrop
HUSS
We wanted to overcome the slow proces of getting an email out of Outlook into your CRM, document management system, ERP while cluttering your desktop with emails. So we created DragDrop for Outlook. DragDrop for Outlook is an Outlook add-in that loads with your Outlook Desktop Client and creates the drag and drop functionality in the background. Easy, without bothering the user with any configuration. While companies are moving to Office 365 / Microsoft 365 and start using Outlook on the Web – also called OWA / Outlook Online – we used a similar process to not just be able to drag an email or attachment from Outlook on the Web to another browser but also to your desktop, explorer and any application that normally accepts a file drop. Dragging mails and attachments directly from Outlook to anywhere has never been as easy as before. Just install and start drag and dropping!Starting Price: €19 per user -
7
PBHS SecureMail
PBHS
Achieve and maintain data privacy compliance. PBHS Secure Mail is a mature HIPAA encrypted messaging solution for doctors, dentists, hospitals and other healthcare providers. Compliancy made easy! There is no software to install, configure or maintain. PBHS Secure Mail works on any device, from any location. It’s simple to share. Documents, Radiographs, CT Scans, and Messages are organized and available to all colleagues working on a case. Account initiation is as simple as logging in with your ADA Membership ID. Our optional Outlook Plug-in enables users to send and receive messages directly via Microsoft Outlook on your PC. Treatment Letters and private communications that are delivered from your practice management software to Outlook are now encrypted. Radiographs that are delivered from your digital x-ray systems to Outlook are now encrypted. No need to change how you email your colleagues and patients. Continue to use Outlook without violating HIPAA.Starting Price: $10 per month per account -
8
SecureMailMerge
Sol Inventum OÜ
The privacy focused mail merge add-in for Outlook and Microsoft 365. Send marketing campaigns or confidential internal newsletters with the same tool. Your data never gets uploaded to any servers like with other tools, therefore stays safe with you at all time. The emails are sent from your own email address as if you sent them personally, so you get terrific response rates from people. Use Outlook to write your formatted template email, add some personalization tokens from a spreadsheet or your address book, add any number of attachments and images and then watch as SecureMailMerge generates your emails for you right in front of your eyes. Works on Windows, Mac and Browser versions of Outlook 365 and requires a Microsoft 365 Business subscription. Has support for Shared Mailboxes.Starting Price: $10/month/user -
9
Clipboard for Microsoft Outlook
RS Global Solutions
Schedule appointments faster on your calendar. Auto-fill meeting invites with your conference details, like meeting location and conference bridge dial-in instructions. Clipboard is a simple, quick and easy Outlook add-on. Get started quickly with little or no training. Send formatted emails and pre-written responses with a single click. Clipboard is a great call center tool to manage your team's canned responses. Clipboard is an Outlook plug-in, so you may use existing email capabilities, plus all the new time-saving features of Clipboard. Get started right away with free sample newsletter templates. Sample Outlook email templates include business letters, customer care, employee recruiting, newsletters, service status notifications, and thank you letters. Save time answering repetitive questions. Reply to emails with canned responses. Create, edit, organize, and access your frequently used email messages, responses, attachments, meeting information all in one place.Starting Price: $29 per user per month -
10
PartUs
PartUs
Most legal practices function with a haphazard combination of spreadsheets and associated supporting documents spread over email, printed copies, or file shares. PartUs brings all this data together into an organized, shareable form. PartUs enable the creation of common family law worksheets like property splits in a fraction of the time. You can even invite accountants or other professionals to help create or review the worksheets, all in one central location. PartUs lets you electronically attach documents directly to line items of a worksheet. Better yet, invite the client and let them attach the documents for you. Share whatever information you want with one single click. The opposing attorney will get access to the worksheet, along with a tidy, organized list of the supporting documents to download.Starting Price: $79 per case -
11
QuickMigrations Apple Mail to Outlook
QuickMigrations Software
Convert Apple Mail to Outlook PST format using a best and prominent solution provided by QuickMigrations Software. It import Apple Mail inbox, draft, sent items, Notes folder emails into Outlook PST. The Apple Mail to Outlook converter is developed using advanced technical tactics which makes a user task simple and secure. It exports data from MAC Mail to Outlook and keeps data integrity safe and maintains the folder structure of the Apple Mail email database. It provides 100% data conversion accuracy and supports all the inline images of Mac Mail into PST format. The software has several features which are listed below: Import Apple Mail to Outlook completely at once in a few clicks. Provides various PST export options to save a PST file. Maintain HTML formatting of Apple Mail Emails. Support Single and Bulk Apple to Outlook conversion. The tool supports Windows 10, 8.1, 8, 7 and all previous version of OS. Compatible with Outlook 2019, 2016, 2013, 2010, and earlier editions.Starting Price: $39 -
12
GearMage
GearMage
Easily search, download, extract and save emails with attachments with simple setup. Does not require or depend on any other email client to be installed and it works with most email service providers out of the box. Mail Attachment Downloader securely downloads and processes all your email attachments at-once based on your search preference. Leave all your mail on your server -- it does not interfere with any other email programs you use today to download your mail. You can set up various filters, like size, file type, who it is from, subject of email, date, and time stamp, to specify what you want to download. GearMage develops software and services that save time, and money and improve productivity. The free versions of software available on this site are available for personal, non-commercial use only. The PRO versions available for purchase add several new features and grants a license for commercial use or business use.Starting Price: $349.99 per year -
13
FormDocs
FormDocs
Stop filling-in paper forms! Use FormDocs Digital Forms Software instead and you'll save money, save time, and work with your forms more efficiently than you ever thought possible! FormDocs replaces your old paper forms with pixel-perfect digital form documents that appear exactly as their paper counterparts do, so that there is no difference between the forms you see on-screen and the forms you print out. Filled-in forms are securely stored in a simple-to-use, zero-administration database where you can find any form out of thousands in just seconds. Forms can be printed, e-mailed, exported, and shared on a network. Automatically populate forms with data from your databases and spreadsheets, or create custom solutions with built-in VBA scripting. Best of all, FormDocs is simple to use and requires zero administration.Starting Price: $149.95 one-time payment -
14
extrakt.AI
extrakt.AI
No-code extraction of supply chain correspondence and documents, sync data with any IT system. Business correspondence containing forecasts, orders, and delivery confirmations. Spreadsheets can easily capture all your workflow specifics. However, you need a unified structure to scale. Create and maintain the same data entry protocols across all departments. Our AI extracts data from emails with attachments and populates spreadsheets. Each customer has different ways of doing business. Enforcing your protocol can be challenging. With AI, you can easily compensate for these differences on your end. Provide one example document, form the template with the simplicity of using Excel, and validate the results. Forward emails to a unique and secure email address, and populate templates with data from incoming emails. Synchronize data with enterprise software and make use of structured data throughout your company. -
15
Recover My Email
GetData
Recover My Email is mail recovery software that can recover deleted email messages from either your Microsoft Outlook PST file or your Microsoft Outlook Express DBX files. Outlook (PST recovery), 2000, 2002, 2003, 2007, 2010 (including Outlook 2010 32 and 64 bit versions). If you have accidentally deleted an email and need email recovery, this is the software for you. Download and try to Recover My Email now, and give PST Repair a try today. Use the evaluation version to fully preview email recovery results including message attachments. Once you activate the program, quickly save an error-free copy of your lost, deleted, or corrupt email messages. Recover deleted email messages and attachments from your Personal Storage File (PST). Save mail recovery results, including messages contacts, and attachments in an error-free new PST file with a full folder structure. Open and read corrupt Outlook PST files and recover email and attachments.Starting Price: $99.95 one-time payment -
16
Uptime Practice Foundation
Uptime Legal Systems
Hosting and expert support for your practice management and legal software. Complete data encryption, MFA support, redundant data centers. Simple cloud storage or comprehensive Document Management software. Work in a secure virtual desktop, giving your entire team a consistent cloud workspace with access to your legal applications, documents and email. Uptime Practice includes the latest version of Microsoft Office for your entire team, plus business-grade Exchange Email service. Secure and accessible cloud storage for your entire firm. Access your firm and client documents from anywhere. Your Uptime Practice plan will be specifically configured and optimized to host the software you rely on. We’ll provide all necessary support and manage any updates for your law firm software.Starting Price: $85 per user per month -
17
VisionDoc
Geo-Plus
With its powerful search engine, its import/export capacities and business manager’s feature, it becomes a complete assistant to optimize, manage, archive, search, retrieve and geo-reference documents. In addition to georeferencing your jobs on a map, you can attach cartographic records, associated documents, invoices, dwg plans, acts, any scanned archived document, etc. Minimize human errors by creating template documents to generate your final letters and reports. You can even fill your drawing cartridges automatically from VisionDoc data. Enter the progress of your work and easily designate tasks to your teammates so that everyone knows where everything is and what has been done. Import and export your contacts directly through Outlook and send e-mails automatically when tasks begin. Our powerful search engine allows you to search the exact information. Apply as many filters as you need to find the right document. -
18
Flowzone
Flowzone
Flowzone is a powerful job and project management system. It's the simplest way to organize work across your team or with your clients. If you're looking to manage projects, processes, information, communications, documents, assets, workflows or more, Flowzone can do it all for you in one place. Flowzone will become your centralized system through which everything flows - making your day-to-day management stress-free and under control. Flow zone is a flexible, customizable solution that fits in with how you want to work. No more confusion over where the most recent version of any file is. Everything is in one place and accessible anytime. Easily save, share and manage the documents you are working on. Multiple spreadsheet views that give you all your project information in real-time. Single or multiple workflows to keep everything on track. Forms that respond to the users or different types of work. -
19
Advoffice
Ways Software
Application for advocates & lawyers to handle their routine work smartly & efficiently. Mantaining case-wise all details with its date-wise proceedings. Complete misreports for planning & analysis of legal practice. Also maintaining client register, document registers with mail merge, fees & expense account management, billing & receipt register, email, SMS notification to clients & advocates. Jr. Advocate-wise data management, complete legal practice management application. Import & export data. -
20
paiyroll
paiyroll
No more manual entry. Connect and upload data from your HR, Time and Attendance, ERP system (spreadsheets or API). Payroll Debbie, our automated assistant, collects HMRC tax codes and pension opt-outs for you. Employees love the app and how they can check Live payslip at any time before payday – means fewer errors and higher engagement. Optional Pay me now allows workers to draw earned pay at any time, automated submission to HMRC means zero compliance risk. Employees enter Timesheets and book Time off, once approved by managers, these are automatically included in payroll and fully compliant with the new 52-week holiday law. My tasks prompt workers via e-mail and SMS to enter starter declarations. Self-service payslips, P60s and P45s generated automatically in My documents – GDPR compliant and no more insecure e-mails. My details allow self-service updates of email, phone, address, bank, NI number. Questions can be answered in the Knowledgebase, pay query automatically comparesStarting Price: $14 per user per month -
21
QQmail
Tencent
QQmail app gives you an excellent email experience and instant new mail notifications. You may access your QQ e-mails from an Android device more efficiently. Get new mail notifications instantly, and send photos and files from your phone using QQmail. Preview attachments online or open them with apps on your phone. Search emails in all or specific folders and manage emails easily in the inbox,group-mail folder, personal folders, and other POP account folders. Access emails with enterprise email accounts. Synchronous update data between your phone and computers.Starting Price: Free -
22
Total Mail Converter Pro
Coolutils
Total Mail Converter Pro converts MSG and EML to PDF, DOC, TXT, HTML, HTMLX, TIFF, RTF documents and images (TIFF, JPEG). While other email converters only extract and save attached files in their original formats, the Pro version is unique - it converts attachments as well. For example, if you have an email with a doc attachment, Total Mail Converter Pro can convert both the message and the attachment to PDF as part of a single operation. Total Mail Converter Pro is built around a powerful engine and was designed to help save hours if not days worth of time. It easily processes hundreds of thousands of MSG/EML files through its batch feature, and puts you in the driver's seat through a robust set of customization options. If you need a server version with ActiveX try Total Mail Converter ProX (this functionality can be easily integrated with your own app).Starting Price: $24 one-time payment -
23
ContactMonkey
ContactMonkey
Email Tracking for Sales Teams. Supercharge your sales process and join over 200,000 sales professionals tracking their emails from Gmail and Outlook. Track every email open, link click, device used and location so you can follow up with hot leads when they engage with your email. Our easy-to-use sidebar makes your email templates and Salesforce data easier to manage without leaving Outlook or Gmail. Use sales email templates to scale personalized sales messaging & drive increased revenue by targeting the right leads at the right time. Get notified the second a prospect opens an email or clicks on a link. By getting live feedback and data, you’ll be able to reach out with a more personal and timely approach. Reach hundreds of prospects in seconds! Save time and energy for important tasks with our mail merge feature. You now have the power to automatically send mass personalized emails to prospects and leads.Starting Price: $15.00 per user per month -
24
MY Compliance Management
MY Compliance Management Ltd
We have worked with 1000's of Environmental, Quality and Health & Safety Compliance professionals who have given us their input, feedback and suggestions. The end result is a user friendly compliance software tool to manage and automate all of your compliance tasks. Control your records, documents and reports, share them and forget the pain of revision numbers. Based in the cloud and with apps for your phone and tablet, the MY Compliance Management software makes reporting and auditing on the go simple and easy. Stop losing compliance data from spreadsheets, bits of paper, emails and forgotten folders. Reduce the time you spend managing systems so you can spend more time implementing and improving them. Our comprehensive system will not only save you money it is also the most cost effective system available today.Starting Price: $199.26 per month -
25
Simplified Practice
Simplified Practice
Link landing pages, webinars, events, and manage, engage, chat, or email your leads to increase conversion rates! Simplify and automate your appointments, events, webinars, classes, or virtual meetings! You can manage your fee for service, memberships, programs, packages, virtual clients, and more! Create or automate invoice, process payments and set up recurring payments for programs etc. Chat, text, e-mail, or video with your leads and clients any time through automated or customized venues. Populate financial, inventory, statistics, birthday, and tax reports and widgets to show your practice health. Allow clients to access videos, recipes, articles, documents, follow treatment plans, wellness plans, book appointments, purchase supplements, make payments, fill forms and much more. All at the tip of their fingers!Starting Price: $249.00/month -
26
Cigati Office 365 Email Backup Tool
Cigati Solutions
Office 365 Email Backup Tool is a prominent solution to backup and migrate Office 365 email data, including all the attachments. It can effectively save your Office 365 mailbox in MSG, JSON, HTML, EML, PST, DOCX, etc. You can also shift the Office 365 mailbox to various email clients such as Gmail, Yahoo Mail, Thunderbird, IMAP, Hotmail, etc. Moreover, the tool also allows restoring the OST and PST files into the Office 365 account. The cloud storage of Office 365 gets jammed due to excessive emails and less storage. This powerful utility exports Office 365 emails to Outlook, freeing up the server space on the cloud. It includes all the mailbox items and attachments in the migration along with the emails. Cigati Office 365 Backup Tool saves mailbox data from Office 365 account to different file formats like PST, JSON, MSG, PDF, DOCM, MHTML, TXT, EML, MBOX, and so on. The users can utilize this backup to access the data in times of data crisis. -
27
SysTools Office 365 Backup & Restore
SysTools
Best Rated Solution by Office 365 administrators to backup Office 365 data and restore mailbox from Office 365 backup. Use SysTools Office 365 Cloud Backup & Restore tool to protect data from external threats by backing up sensitive Office 365 emails, calendars, and contacts in an offline environment. This software provides users an inbuilt dashboard that allows them to track the real-time progress of the O365 mailboxes. The tool offers two views in which they can monitor the progress. Save email messages from Inbox, Outbox, sent items, deleted items, drafts, and junk email folders with complete meta-data properties. Backup all types of attachments, including cloud attachments whether in the form of documents or images. With the tool, it is smooth to save only a copy of a particular range of emails on the specified location. Restore messages with attachment file along with complete metadata attributes and folder structure.Starting Price: $5 per user per month -
28
CompleteLAW
CompleteDATA
Discover the best and most effective way to manage your practice from case, client, document and relationship management, to calendar, time tracking, billing, and accounting. Practice Management Software integrates all major functions to provide a seamless and efficient management environment that is easy to use.&bnsp; Available in the cloud, Windows/server installations, and CompleteDATA Hybrid (the best of both worlds). complete data is the last and only legal software vendor you will ever need. Our product, when integrated with word processing and e-mail, provides a COMPLETE solution to manage your firm and your clients. Our development team works constantly to ensure that our solution is stable, robust, and full of all the features you require. With a full line of products, we have the right solution for your firm’s size and practice type. As your business expands, we expand with you. As technology evolves, so will our products.Starting Price: $49.00/month -
29
SpinOffice CRM
Mulberry Garden
With SpinOffice, you create a central spot for your mail, business contacts, appointments, tasks, projects, folders, documents, files and notes. Best of all, you share all information in the database with your colleagues, which makes SpinOffice the ultimate team application for any small to medium sized business. Customer management A central database for your business relations, email management, appointments, tasks, notes and conversation reports, projects, files, documents and files. Communication Use templates (mail & documents) for optimal communication, segment relationships (contacts types & tags) and build your own personalized CRM database. Collaboration Save time and increase productivity within your organization by sharing information and collaborating as a team. Discover how your business can grow with SpinOffice CRM! Sign up and get started with the free version. Upgrade to Pro for € 27,50 per month per user to get unlimited data storage and more features.Starting Price: $27.50/month/user -
30
invoiceit!
The Scrambled Card Company
Fast startup - enter your personal details in Setup and you're ready to start invoicing. Add clients and products 'on the fly'. Just three simple steps and your invoice is done. Email - send your invoices via email as plain text, in a format all of your clients can read, or as PDF attachments, or both. Easy to use invoicing package, fast item pick list, template function to make new invoice from existing one, e-mail or print. Setup your letterhead with your company logo. Set up your auto billing schedule and the rest is automatic. Integrates with credit manager to stop billing when credit limit is exceeded. Perfectly integrated with all modules of the program, with task manager, e-mail, one-click invoicing, stats and more. Multi-person appointment scheduler, integrated with job and time billing and task manager. Additional To-do diary which automatically reminds on start-up. Raise quotes or estimates. template function to make new invoice from existing one, e-mail or print. -
31
Hubly
Hubly
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.Starting Price: $75 per month -
32
iHR
Apex Business Software
iHR provides a full-featured, cost-effective HRIS that empowers HR professionals and supervisors to effortlessly manage critical employee information on a day-to-day basis. It provides all of the leave and time management features of iLeave, adding personal information, licensing, education, reviews, certifications, equipment, COBRA and benefits. Manage confidential information using iHR's secure, networked software. iHR includes all of our specialized software products in one package. Take your HR department paperless with integrated Windows folders. Stay organized with automatic reminders. Attach documents to employee records including MS Word files, e-mails, and scanned-in authorization forms. Mail merge MS Word form letters and e-mails. Individualize iHR by adding and renaming data fields so that you can track information that is specific to your organization. Add Instant Self Serve, and employees can access leave schedules, time cards, and benefit enrollment over the Internet. -
33
PromptBox
PromptBox
The most beautiful way to organize & paste text. With PromptBox you can easily save and organize saved text. Whether you're a digital artist, copywriter, cold email blaster, or productivity hacker; quickly and easily store and share your prompts to get the most out of your AI workflow. Access all frequently used text from your extension toolbar. Organize your text/links/prompts with folders, colors, & icons. Create reusable text templates with variables for unique copy-pastes. Share your AI prompts with public links. PromptBox is compatible with all AI tools. Save email/text responses (with variables). Mid-journey art prompts (with variables for different outputs without re-typing the whole thing. Save commonly shared links/loom videos/videos. Updated User Interface for titles, paragraphs, and variables. Upload pictures to your prompts. -
34
TherapyNotes
TherapyNotes
TherapyNotes is an easy-to-use and feature-rich practice management software for behavioral health practitioners. It combines robust scheduling tools, patient notes, electronic billing, and a custom patient portal. The software is also certified HIPAA- and PCI-Compliant, which helps to ensure that all practice and patient records are secure and encrypted. Managing a practice comes with plenty of paperwork that can keep you out of session. With features like simple electronic claim submission and assisted ERA payment posting, you'll have fewer data entry errors and less tedious paperwork. TherapyNotes™ integrates all aspects of your practice to help you improve patient care. Person‑centered documentation, searchable diagnoses, and more time in‑session help you provide your clients with the care they deserve.Starting Price: $49 per user per month -
35
Financial Cents
Financial Cents
An easy-to-use accounting practice management solution that has everything you need to manage your team, scale your firm and hit your deadlines. Delegate tasks & see your teams’ work at a birds eye view. Budget hours, run reports & invoice clients. Store all your client information in one place for your team. Automate client data collection with auto follow-ups. Securely store your passwords in one place for your team. Integrate with QuickBooks to easily sync your data and clients. Attach and exchange documents with your team & clients. Increase firm profitability by identifying unprofitable clients. Use our best practice workflow templates (or create your own) to streamline your process and maintain work quality as your team grows. -
36
MacSonik Thunderbird Backup Tool
MacSonik
MacSonik Thunderbird Backup Tool is a dedicated software for Mac users to backup Thunderbird emails into 15+ file formats and email clients on Mac OS. It can easily convert and backup complete Thunderbird emails on Mac with high data accuracy. The software offers the users to backup and migrate selective emails only using the Mail Filter and Task Filter options. Users can easily remove duplicate emails from the backup and conversion process by maintaining the original folder hierarchy throughout the process. By using this software, users can save email attachments in a separate folder. This utility also provides a feature to split the PST files that are large in size. Moreover, users get an option to preview the emails before conversion and select the custom name with the location of the resultant file. The software can easily be run on all the updated versions of Mac OS. Users can backup and export 50 emails per folder in the trial version of this software without any hassle.Starting Price: $39 one-time payment -
37
sharesuite
sharesuite
Work and project management software. Your all-in-one solution. Control projects, teams and tasks, record times or activities, store documents and e-mails. This and much more is child's play with sharesuite. Kanban tasks , progress, recurring tasks and follow-ups. Projects Gantt, resource planning, project controlling, templates and evaluations. Times, time recording, activity recording, vacation and evaluations. Numbers at a glance Budgets, costs, preparation of offers and invoices. Documents Document management, shared data room and releases. Email management. Create automatic filing of emails and tasks directly from emails. Rights management Flexible, simple rights management and guest access. And much more workflows, CRM, messenger, comments and much more. Project management made easy. With sharesuite you keep track of all project-relevant information. You can control and adjust the processing status of tasks or milestones at any time.Starting Price: $11.19 per user, per month -
38
Oasis Travel Platform
Oasis Travel Platform
Inspire your clients by sending them beautiful content rich trip itineraries and proposal that they can access directly from a web browser. Pull content from your library of images, past trips, accommodation, etc. Also, no need to edit, save, attach, email word documents. You can make changes to a clients proposal in real-time. Manage your clients and leads as they flow through your sales process. This highly configurable module allows you to set up the platform to match your sales process and tracking protocols. Allow your clients to access their itineraries offline using the a branded mobile app. Oasis allows you to collect passenger information, collect and share documents, share custom notifications, as well as track flight status in real time. Using the mobile app your customers can access all of this information offline while traveling.Starting Price: $60 per user per month -
39
DocXtender
Insight Works
DocXtender from Insight Works is a free utility that enables users to attach documents to any page in Business Central with a simple drag and drop. DocXtender™ works with any page in Business Central that supports attachments. With DocXtender™, you’ll easily associate customer POs to orders; invoices to POs; quality documents to receipts; or any other file to pages in Business Central. * Save significant time by not having to search for files. Files are stored with your Business Central record so you, and others, always know where they are. * Don’t lose another document. By attaching your documents to Business Central records they are available when you need them. * Fire and floods can’t destroy your digital documents as they can paper. * Reduce your carbon footprint by eliminating the need to manage paper documents. * Support for SharePoint: Choose a SharePoint folder in which to store documents dragged to Business Central.Starting Price: Free -
40
DataVault
DataVault
Know where your viewers are spending the most time, so you can follow-up strategically and close more deals. Create an organized space with custom security settings for each investor or deal stage as the deal progresses. Customize a branded experience for each account. Know your metrics, manage collaboration and satisfaction. Update your investors qualitatively and securely, with military strength information security. No more battling with e-mail attachments and version controls. Track the use of your data assets by sharing documents, content and data with clients, customers and investors with just a link. When you want to expand access to a new group, simply generate a new link and send. Define and limit accesses, set expiry dates and verify emails or domains. Gone are the days of scattered content across emails, chat messengers and forgotten accesses. Thanks to real-time analytics, you can see exactly who is viewing which content.Starting Price: $10 per month -
41
FileBoss
Bekker Technologies
FileBoss for Windows - Find Files & Folders Fast and Search File Content - File Management Tools FileBoss Features Open directories and folders in a part of a second Find all files or directories and folders containing an expression in the blink of an eye. Save, copy and move files in a specific directory within the program or within any application like Excel, Word , Adobe Reader, Open Office writer or calc, Thunderbird, Outlook. Search all files for certain keywords and exclude keywords that they cannot have. You want for example a list of all word files that contain the words engine and car but you do not want the files that contain the word motorcycle. Attach files to emails without clicking through the directory tree, insert pictures in documents from any directory fast.Starting Price: $43.95 one-time fee -
42
CI-Sign
ci solution
CI Sign: Email signatures for Outlook and Outlook Web App. CI-Sign is our award-winning solution for client-side e-mail signatures. For over 5000 companies, CI-Sign is the first choice for managing corporate email signatures for Microsoft Outlook and OWA. Professional, consistent and Corporate Identity compliant email signatures throughout the company. Time and cost savings through centralized management. Increased revenue by adding promotional banners and utilizing email signatures as an additional marketing channel. Confidence, that emails comply with laws on email disclaimers. First class support. CI-Sign is the email signature software solution for Microsoft Outlook 2016, 2010, 2007, 2003 and Outlook Web App (OWA). Centralize the management of email signatures for all users within your organization. With CI-Sign you create and deploy professional and Corporate Identity compliant email signatures in minutes.Starting Price: $23.96 -
43
Email Backup Wizard
RecoveryTools
Email Backup Wizard is a simple and powerful tool to save all your emails safely on your computer. It works with many popular email services like Gmail, Outlook, Yahoo Mail, Office 365, and more. With this email backup solution, you can download your entire mailbox or select specific folders and date ranges. The tool saves your emails in different formats such as PST, MBOX, EML, MSG, PDF, and HTML. This means you can easily use your emails easily with other email programs or keep them as a secure copy. The software also saves all attachments from your emails, so nothing important is lost. It is fast and can handle large mailboxes without any trouble. This email backup solution is easy to use and works on both Windows and Mac computers. You don’t need any technical skills to run it. Your login details are kept safe and private. This tool is perfect to protect your emails from accidental loss, hacking, or email server problems.Starting Price: $99 -
44
MacSonik Outlook PST Converter
MacSonik Software
MacSonik Outlook PST Converter is a risk-free tool that efficiently converts and migrates PST files into 20+ email clients and file formats on Mac OS. It is the most dedicated software for Mac users to convert the bulk PST files with or without email attachments. The software maintains high data security and 100% data accuracy throughout the process. Any users who want to convert and migrate particular emails only then can use the Mail Filter feature. It provides an option to convert selected emails based on To, From, Date, Subject, Size, etc. Users are also allowed to preview the emails before the conversion process and set the destination with the custom folder name of the resultant file. It also allows the users to delete duplicate emails from the conversion process without any risk of data alteration. MacSonik Outlook PST Converter Tool efficiently runs on all the updated versions of Mac OS and has an intuitive GUI. Users can convert and migrate 50 emails per folder in demo versionStarting Price: $29 -
45
Content Snare
Content Snare
Content Snare is the smart, stress-free way to collect documents from clients. It's a simple, secure portal where your clients can complete your document checklist. Automatic reminders keep clients accountable and let you work on more important things than chasing clients. When you need to collect documents from clients, it's like pulling teeth. Chasing them for weeks (or months) drains your productivity, makes your job harder, and is no one’s idea of a good time. One single missing document can bring the entire process to a screeching halt. You do your best but with all the emails flying around, it can be hard to tell what info you have, which version is correct and what’s missing. The resulting document collection chaos stalls projects and confuses clients. Make clients happy with more professional content creation or document collection experience that makes your team stand out.Starting Price: $29 per month -
46
mailbox.org
mailbox.org
Enjoy an ad-free e-mail inbox – with your own domain name, if you like – and the best spam and virus protection we offer, and your data protected by strict German law. At mailbox.org, you can rest assured your e-mails remain your private matter. More than e-mail: Use all important Office features, such as calendars, address book, and task lists, in a secure cloud environment. At mailbox.org, your virtual desk is included in all packages, and the features are available when- and wherever you need them. Manage and encrypt your files and photos on the secure mailbox.org cloud storage. Your data resides locally, in one of our data centers in Berlin, Germany. All our users benefit from an easy-to-use interface, efficient data transmission, and secure access. Grant guest access to individual files or entire folders and work jointly with others on documents - live. -
47
Fees
Fees
The easiest way to manage their expenses record. Take a photo at an expense or document and live without worries. Just frame or attach. The app thinks about the rest, interpreting the content thanks to our OCR algorithm and generating simple and intuitive graphs. The convenience of always having everything in your pocket. Save time & money in reporting and reconciliation. All data are interpreted instantly, available in an intuitive dashboard, and exportable to your management system in a few taps. Digitizing paper documents reduces the use of paper, consequently the environmental impact. Using the app for a year, a private user helps reduce paper consumption by up to 1 kg, and a medium-sized company up to 10 kg instead. Thanks to intelligent filters and our dynamic dashboard it is possible to precisely and granulate all the information of the expenses made. Generate a multipage PDF document and share it with whoever you want directly from the application.Starting Price: €4.90 per month -
48
Levvy
Levvy
Levvy is a next‑generation practice and work management platform tailored for accounting, professional services, and business teams. It centralizes workflows, task tracking, client management, document storage, time tracking, invoicing and billing, capacity management, and team collaboration, all within one intuitive interface. Levvy offers customizable workflow automation through expert‑designed or custom templates, helping firms eliminate manual follow‑ups, streamline approvals, and ensure every client interaction stays on schedule. Integration with tools like Gmail, Outlook, QuickBooks, Slack, Xero, and Zapier ensures seamless data flow across systems. Real‑time reporting and analytics provide 100% visibility into team progress, workloads, capacity, profitability, and performance, empowering managers and firm partners to make data‑driven decisions about staffing, pricing, and growth.Starting Price: $59 per month -
49
Koho Consulting
Koho Consulting
Built on a no-code platform, Agiloft’s flagship Contract Lifecycle Management suite (CLM) comes with fully customizable best practice functionality for buy and sell-side contract management including the features found on the wheel to the right. Automatically convert image files from .jpg, .png, .pdf and more into fully searchable documents while retaining the original image. Word and PDF templates allow users to arrange record data into printable, distributable formats that can be attached to records or emailed to stakeholders. Use our redlining feature to compare document versions and create full audit trails of edits. Create a complete contract with one click. Seamlessly place dates, fields, and formulas into a document without using ActiveX or client-side software. Convert Microsoft Word files into PDFs and PDFs into Word files directly from your Agiloft knowledgebase. When contracts are ready to be signed, integrate with Adobe Sign or DocuSign to collect signatures digitally.Starting Price: $8000 For 5 Users Per Year -
50
Ant Text
Insight Office
Ant Text is a Microsoft Outlook add-in that makes you and your colleagues more efficient. Users can create, store, use and share professional email templates with just a few clicks. A stash of demo templates ready to use. All templates are highly customizable. Improve your company's branding with auto-responses and highly editable graphics. Bulk email service for users who want to send marketing materials to multiple people. Use your company email to share email templates with your colleagues. Clicking an icon in Microsoft Outlook gives users quick and simple access to the folders to select the required template which is then immediately placed in the new or reply email. Simple but powerful and flexible features allow rich content to be created using pictures, links, video, graphics, tables etc, as well as tagged fields that prompt users to enter variable information like names and dates and instantly update these throughout the email before it is sent.Starting Price: $14.95 per month