This section details the integration between HubOne’s OnePractice™ and CCH iFirm Practice Manager.
The practice management platform released by Wolters Kluwer, provides solutions for accounting firms wishing to manage their practice.
The OnePractice solution built by HubOne, is based on Microsoft® 365™ which provides for rich document management features on the market leading SharePoint Online.
This integration leverages Microsoft Flow™, a part of Office 365. It does this as it is considered not only to provide the richest integration but also to provide a significant array of options for clients looking to extend their own platform.
This integration simply works as follows:
CCH iFirm Integration Process
1.Accounting practices maintain their contacts in CCH iFirm
2.Microsoft Flow retrieves these contacts using a custom connector
3.Microsoft Flow writes the data to SharePoint Lists
4.OnePractice reads the SharePoint Lists as its source of data