Epona365 Integrations

Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.

Microsoft 365 is a comprehensive productivity suite that brings together essential tools like Word, Excel, PowerPoint, Outlook, and Teams in a unified cloud-based environment. Enhanced by Microsoft 365 Copilot, the platform integrates AI directly into these applications to help users work more efficiently and intelligently. Users can quickly generate documents, analyze complex datasets, and design presentations with the help of AI-driven suggestions and automation. The platform supports real-time collaboration, allowing teams to work together on files, share updates, and communicate seamlessly. With OneDrive cloud storage, users can securely store and access their files from any device at any time. Microsoft 365 also enables users to incorporate their own files into AI prompts, ensuring responses are relevant and context-aware. Copilot can assist with brainstorming ideas, summarizing content, and organizing workflows to save time. The platform is accessible across desktop, web, and mobile applications, providing flexibility for different work environments. It also prioritizes user control, giving individuals the ability to manage how AI is used within their workspace. By combining productivity tools with intelligent automation, Microsoft 365 helps users accomplish tasks faster and more effectively. Ultimately, it empowers individuals and teams to improve productivity, collaboration, and decision-making in a modern digital workspace.

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Mailchimp is a widely-used marketing automation platform that houses over 11 million users worldwide. Through the platform's AI-powered insights and content creation tools, businesses can personalize every email and SMS to cater to each customer. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses stay connected with their customers while promoting repeat business and brand loyalty - all while integrating with users' existing workflows. Some of the notable organizations turning to Mailchimp for assistance in driving revenue through email marketing include TEDTalks, Shutterstock, Boston Market, and Nikon India. What sets this platform apart lies in its user-friendly interface and accessibility for both tech-savvy individuals and those who are not so familiar with technology. Since 2001, Mailchimp has grown significantly to become a prominent global marketing automation platform with offices situated in Atlanta, Brooklyn, Oakland, Vancouver, London, Seattle and Santa Monica. The platform prides itself on delivering an impeccable and personalized user experience. Mailchimp was recently acquired by Intuit Inc. (Nasdaq: INTU), a widely recognized global financial technology platform. Since the acquis

Today's intricate business challenges require collaborative efforts from dedicated teams. To assist you and your team in mastering the art of effective collaboration, we have developed a comprehensive online guide. When you establish a collaborative environment for discussion and decision-making, the potential for success expands exponentially. Microsoft Teams consolidates all necessary resources into a unified workspace, allowing seamless communication through chat, virtual meetings, file sharing, and integration with various business applications. Enhance your team's synchronization with features like group chat, online meetings, calling, and web conferencing. Engage in collaborative document editing using integrated Microsoft 365 (formerly Office 365) tools such as Word, Excel, PowerPoint, and SharePoint. You can also incorporate your preferred Microsoft applications and third-party services to facilitate continuous business progress. Teams offers robust end-to-end security, comprehensive administrative control, and ensures compliance—all backed by Microsoft 365’s capabilities. Designed to accommodate various types of groups, Teams provides a free version with no commitments, as well as an option to access it within a superior suite of productivity tools. Embrace the power of teamwork and unlock new opportunities for innovation and growth.

Clio, the leading cloud-based law practice management system trusted by more than 150,000 lawyers, invites you to schedule a demo. Access your law firm securely anywhere. Manage your work in one central place.

Microsoft Outlook, part of the Microsoft 365 suite, simplifies communication and organization by bringing your email, calendar, contacts, and tasks into a single, intelligent workspace. Designed for both personal and professional use, Outlook connects seamlessly with Gmail, iCloud, and other services for effortless management of multiple accounts. The integrated Copilot AI assistant streamlines your workflow by summarizing long email chains, prioritizing messages, and even suggesting polished replies. With shared calendars, to-do lists, and scheduling insights, Outlook makes managing work-life balance easier than ever. The platform’s cross-device syncing ensures that your inbox, meetings, and files stay updated on Windows, macOS, iOS, Android, and the web. Outlook’s built-in security protects against phishing, spam, and data breaches while offering encrypted email options for sensitive communication. Users can customize their experience with themes, rules, and add-ons, including apps like Power BI and Adobe Acrobat. Whether for individual productivity or enterprise collaboration, Outlook delivers a unified, secure, and intelligent communication hub.

Microsoft SharePoint empowers organizations to securely create, manage, and share content across teams with built-in AI intelligence and collaboration tools. It serves as a central hub for communication, document management, and process automation—enhanced by Copilot for rapid site creation and SharePoint agents that answer questions, summarize data, and provide actionable insights. Users can easily design modern intranet sites using templates, flexible layouts, and drag-and-drop elements tailored to their brand identity. With advanced management controls, IT administrators maintain strict data governance, identity management, and compliance across departments. Integrated with Teams, OneDrive, Outlook, and Power BI, SharePoint ensures a connected workflow where content and people align effortlessly. Its AI-driven knowledge discovery transforms passive files into searchable, intelligent resources that drive decision-making. The platform also supports immersive media, dynamic dashboards, and multilingual content to enhance internal communication. Whether for small businesses or global enterprises, SharePoint is the foundation for a unified, secure, and AI-ready digital workplace.

Harvest makes it easy to track time, gain insights from past projects, and get paid for your work. A wide selection of visual reports keep projects running smoothly and your team supported. Harvest is ideal for teams in client services businesses that need a way to track time and expenses to multiple projects. Turn your team's tracked time and expenses into invoices and collect payments quickly with integrated online payments. Help your team spend time wisely with Harvest.

Zivver, now part of Kiteworks, delivers next-generation secure email, threat protection, and compliance solutions for organizations that handle sensitive data. Its platform prevents human errors, detects advanced phishing attacks, and ensures that every message and file transfer meets the strictest data protection standards. Zivver provides end-to-end encryption and content scanning before emails are sent, proactively stopping leaks and misdirected information. The platform integrates seamlessly with Outlook, Gmail, and secure gateways, making adoption effortless for users and IT teams. Compliance is built in, covering frameworks such as GDPR, NIS2, HIPAA, and DORA, so businesses can meet regulations without adding manual processes. Zivver also offers DMARC protection, email threat filtering, and awareness training to strengthen cyber resilience. With enterprise-grade encryption and user-friendly controls, it brings together security, usability, and governance in one unified solution. Trusted by hospitals, law firms, banks, and public sector organizations, Zivver helps protect communications while enabling efficient collaboration.

Revolutionizing the way professionals operate, the integration of artificial intelligence with robust security measures and risk management enhances document and email administration. The iManage Cloud features contemporary cloud infrastructure tailored specifically for the distinct requirements of managing professional work products. It enables users to perform efficiently regardless of bandwidth availability, including offline scenarios. With an emphasis on large file handling, iManage Cloud ensures a seamless user experience while maintaining high security and comprehensive backups across a global network of data centers. Additionally, its established deployment strategies, subscription-based pricing, and quick onboarding processes significantly boost organizational agility and responsiveness in a fast-paced environment. This innovative solution positions teams to adapt swiftly to changing demands and optimize their workflows effectively.

Streamline the process of document reviews by allowing every member of your team to easily preview, annotate, share, and markup documents in real-time, eliminating the need for emails or downloads. This method ensures that all feedback, comments, and discussions remain centralized within your secure NetDocuments environment, preventing any disruption to your workflow. With the use of Margin Notes, content edits can be communicated swiftly and feedback can be referenced effortlessly. Team members can conveniently add comments directly from the preview window, promoting seamless collaboration without the need to download or open the document itself. This approach allows for real-time cooperation and discussion surrounding the document, while avoiding direct edits within it, thereby eliminating the hassles associated with waiting for a colleague to check a document back in or creating unnecessary duplicate versions that may miss important edits. Overall, this system enhances productivity by keeping the review process organized and efficient.

LeanLaw is the legal billing software for law firms built on QuickBooks Online that makes running a profitable mid-sized law firm straightforward and simple for everyone involved. Spend less time on time tracking, trust accounting, and all-in-one billing — and more time on billables.

LEX247 is a cloud-based platform that manages legal practice management for law firms of any size or practice. LEX247 provides a simple interface with all the features and power of an enterprise practice management platform worldwide to law firms of all sizes. LEX247 – Add a lawyer!

Exact for Project Management provides an all-in-one solution that encompasses accounting, time tracking, project oversight, capacity planning, purchasing, and invoicing! This comprehensive approach enables you to meet customer demands while also maximizing profit margins. Are you in search of a user-friendly platform for time tracking and invoicing? Alternatively, do you need a more sophisticated system to monitor projects and financial performance across international operations? Exact presents a solution designed to support your growth objectives, ensuring that your projects are completed punctually, within budget constraints, and in compliance with all specifications. Additionally, it assists in maintaining healthy profit margins by minimizing wasted time. Recording time has never been simpler, as employees can easily log their hours on their smartphones, tablets, or laptops for each project. Moreover, the reporting features provide a transparent overview of project statuses and necessary actions, empowering you to ensure that projects align with customer expectations and deadlines while also allowing for proactive management adjustments.

DocsCorp is the choice of document management professionals looking for software that makes their jobs easier and more efficient. Our global brand has more than 500,000 users in 65 countries. Our product portfolio includes document creation, email recipient check, metadata cleaning and document comparison. You can also access our PDF creation and PDF conversion software on your desktop, server, or cloud. Our products are compatible with the most popular enterprise content management systems. This allows for business efficiency and streamlines processes. We offer organizations both on-premises integrations and cloud integrations. We work with industries that are document-centric in order to help them manage their most important asset - documents. This includes Government Departments and Legal Services, Financial Services, as well as Technology companies.

Uncover equips legal practitioners with cutting-edge AI tools tailored to their specific language, enhancing both precision and productivity, which enables them to dedicate more time to tasks that necessitate human insight. By lightening your workload, Uncover allows you to engage with more clients and fosters a healthier work/life balance. One of its standout features, Uncover Junior Lawyer, is engineered to revolutionize the way you manage and assess extensive document sets. It enables seamless navigation through time, giving you a clear grasp of your case essentials with all relevant summaries arranged chronologically, making it ideal for gaining a comprehensive overview and preparing effectively. In just seconds, Uncover's AI generates a chronological summary of facts, ensuring you are always aware of the timeline of events. Additionally, Uncover organizes your documents instantly, granting you enhanced oversight and control. It operates with the same intuitiveness as an iPhone, allowing you to quickly adapt and find what you need. Furthermore, the platform facilitates straightforward fact-checking, utilizing AI to locate sources and evidence efficiently, making your legal processes smoother and more reliable. This innovative approach not only streamlines your workflow but also empowers you to elevate your legal practice to new heights.

Azavista is an all-in-one event management solution that allows conference professionals to improve their experience and streamline venue planning. The software can be scaled with tons of features such as the ability to create notices for specific guests or set threshold limits for the number attendees. People who did not register can quickly be registered using the 'Onsite Registration' option and printed badges within the app. The platform was designed to make organizers as efficient as possible. You can use the in-app options, or the flexible integration capabilities to connect seamlessly with your existing CRM and marketing automation software.

Organizations that aspire to thrive in the future utilize cognitive capture to seamlessly automate the collection, comprehension, and integration of various information types throughout the organization, including unstructured content found in business documents and emails. Leveraging intelligent document processing, which merges multichannel document capture with advanced OCR, enables users to efficiently and accurately handle any document type. By implementing readily available AI solutions, unstructured data from these documents can be transformed into structured formats that facilitate process enhancements and inform business strategies. Drive your organization towards workflow automation by utilizing content-aware capture, print technologies, and effective workflow orchestration. Additionally, strengthen document security and ensure regulatory compliance by enforcing uniform content-based business rules alongside robust data protection measures. This holistic approach not only optimizes operations but also fosters a culture of innovation and responsiveness within the organization.

Enhance both productivity and profitability by allowing your teams to minimize time spent on transcription, enabling them to focus on tasks that hold greater importance. Facilitate precise dictation that is quick to execute and remarkably easy to oversee with adjustable workflows. Team members can effortlessly record their thoughts using voice commands on desktops, mobile devices, or tablets, and they can seamlessly share, prioritize, and monitor their files to ensure efficient task management. By streamlining these processes, you will foster a more dynamic and efficient work environment.

Contemporary companies are not merely in search of new software; they aim to cultivate a flexible culture that can effectively address the needs of current clients while also appealing to and maintaining top talent. Aderant’s solutions are utilized by some of the most advanced firms globally to handle their everyday operations efficiently. We assert that technology should simplify your tasks by streamlining processes, fostering collaboration between individuals and systems, adapting to your evolving requirements, and facilitating change management across various generations in the workforce. Whether you operate a small boutique firm with a single office or manage multiple locations across several continents, Aderant partners with organizations like yours. With a diverse range of offerings tailored to meet your specific demands, you can trust Aderant to provide the right solution for you. Our commitment is to ensure that every firm, regardless of size or complexity, can thrive in a dynamic business environment.

With dStyle (known as LegalWord for Epona clients), you can effortlessly generate a variety of documents, including emails, quotes, legal papers, and contracts, all tailored to align with your organization's branding through easy-to-use templates. Our solution is not only innovative but also robust, integrating smoothly with your current Office and production systems, making document creation simpler than ever before. You have the option to start from scratch or utilize pre-designed templates where you can simply input your information into designated fields, ensuring consistency and speed. Formatting your documents has become a straightforward task of selecting and clicking, allowing you to incorporate materials from clients and other sources with ease. Each document produced will maintain a professional appearance, eliminating any potential for complaints. Additionally, dStyle 365 can be seamlessly integrated with your existing platforms and applications, offering ready-made connectivity with over 25 different applications, such as Microsoft Office 365, SAP, Oracle, and iManage, among others. This level of integration not only enhances productivity but also ensures that your workflows remain streamlined and efficient.

Smartlockr is a people-centric data security platform to easily enable secure email and file sharing for an entire organization. By putting the people in an organization first, Smartlockr offers a user-friendy platform that actively helps people prevent data breaches. The reason for that is that the human error is the main cause of data breaches worldwide. Smartlockr works on and with every operating system and device. It's even available as a plug-in for Microsoft 365 (Outlook). Of course, it can be integrated into any existing systems, and it's even available as an SMTP relay service or a combination of all these options. Smartlockr can also be used to securely send and receive large files of up to 5 TB. Smartlockr is compliant with all privacy regulations and security standards like GDPR, ISO, NTA 7516.

Templafy is a mobile and desktop-based software that helps businesses centralize document and asset databases. It also offers templates that unify all business documents. Templafy's platform is compatible with many IT infrastructures. This allows employees to quickly access business document templates, and creates documents that comply with policy. Templafy also offers document automation that streamlines the work based upon certain choices made by employees.

For effective digitization of documents and efficient records management in your organization, it's essential to maintain thorough oversight of accurate record-keeping and data handling. Acadre offers a streamlined approach to digitization, ensuring precise record-keeping and data control. This comprehensive solution empowers you to enjoy the advantages of EDRM workflows, facilitating seamless data transfer across your organization, to other entities, and to private individuals, confidently and securely. Compliance with widely accepted public framework architecture is a key feature of Acadre. The platform is designed to be intuitive and user-friendly, allowing users to effortlessly create cases and documents with precision. Furthermore, Acadre's adaptability means it can easily be tailored to meet the unique needs of any organization. Built on two decades of expertise and collaboration with our clients, Acadre delivers a flexible, modern, and modular EDRM system that addresses specific organizational requirements while enhancing overall efficiency and productivity. Ultimately, choosing Acadre means investing in a solution that not only meets current needs but also evolves with your organization over time.

In the current challenging business landscape, environmental service departments are seeking effective solutions rather than additional complications. They are looking for clear answers instead of facing more inquiries. Their focus is on achieving cost reductions, not investing in expensive products. Analyzing the workload may entail evaluating upwards of 100,000 tasks across 3,000 rooms, with numerous tasks potentially recurring across various shifts. This necessitates a robust, industrial-grade solution. True solutions don't simply entail providing you with materials and expecting you to construct the answer yourself. Genuine solutions aim to streamline processes and alleviate stress, not increase it. We offer a comprehensive solution and deliver you the keys to success, having refined our approach over twenty-five years to ensure we possess the right tools for the job. Our experience equips us to provide exactly what you need.

uniFLOW provides a comprehensive printing and scanning solution that encompasses features like job re-routing, web submission, workflow automation, and batch processing, among others. Its primary objective is to help organizations enhance efficiency and save costs by implementing robust management controls over their printer and multifunction printer (MFP) and scanner arrays. The solution's modular architecture allows it to adapt seamlessly to varying organizational sizes and can be tailored to meet unique requirements. By integrating uniFLOW into your document management processes, you can significantly boost the operational control and efficiency of multifunctional devices (MFDs). This adaptable and configurable solution is well-suited for a diverse range of organizations, including large corporations, small businesses, educational institutions, local government entities, and in-house print facilities. Furthermore, uniFLOW assists in lowering expenses, bolstering document security, enhancing worker productivity, and aiding in the achievement of sustainability objectives. Overall, adopting uniFLOW can transform how your organization manages its printing and scanning operations while aligning with broader business goals.

DATEV offers a suite of software solutions tailored for tax advisors, legal professionals, auditors, small to medium businesses, local governments, and entrepreneurs, ensuring compliance with high standards of reliability, current information, data protection, and security. Among its offerings is DATEV Cash Book online, which allows users to efficiently record cash transactions and prepare them for financial accounting purposes. This feature is integrated within the broader DATEV company online platform, enhancing its functionality and user experience.

Thomson Reuters CLEAR® harnesses an extensive array of data points and utilizes advanced public records technology to unify essential content within a customizable dashboard. It enables users to uncover elusive information and swiftly pinpoint potential issues related to individuals and companies, helping to assess whether additional investigation is warranted. Designed for ease of use, the platform features intuitive navigation and straightforward filtering options, allowing for rapid searches across numerous data sets with precise results in a fraction of the time. Its user-friendly interface promotes seamless exploration, enabling simultaneous searches across various databases, which include public, proprietary, and web sources. The comprehensive "Search All" function aggregates all databases into one convenient search. Users can refine their results by excluding irrelevant data according to parameters such as date, age, and customizable “and/or” filters. Furthermore, the entity resolution feature streamlines search outcomes by merging results and removing duplicates, ensuring the data aligns closely with the user's specified search criteria, thus enhancing the overall efficiency and effectiveness of the information retrieval process. This makes it an invaluable tool for professionals seeking to make informed decisions based on reliable data.

Xerox® DocuShare® serves as a robust content management solution aimed at enhancing the efficiency of your organization. With documents, images, layouts, and presentations stored in Xerox® DocuShare®, your team can easily access the resources necessary for effective collaboration, informed decision-making, and task completion. Centralizing all files in one platform not only streamlines workflows but also aids in maintaining organization and focus. The system enables the capture, indexing, and storage of both structured and unstructured content, facilitating a seamless transition to a digital office environment. Additionally, DocuShare® fosters enhanced communication through document-level collaboration features, allowing various departments and remote teams to operate with greater efficiency. To safeguard sensitive information and reduce risks, it offers user- and group-based access controls, along with comprehensive tracking, reporting, and retention capabilities. Furthermore, its powerful search functionality ensures that critical business content is easily retrievable, regardless of whether users are at their desks, on mobile devices, or utilizing a multifunction printer (MFP). Such features collectively empower organizations to maximize productivity and maintain a competitive edge in their respective industries.

CAPP Associates has developed D3 Enterprise Resource Planning (ERP) software specifically for the Electrical, Plumbing, and Electronics Distribution sectors, allowing for the integration and automation of various business functions. Numerous distribution companies throughout North America are already leveraging the capabilities of D3 software, reaping the rewards of a completely automated ERP system. Whether your goal is to enhance volume, boost productivity, optimize operations, elevate customer service, or reduce expenses, D3 Software equips you with essential tools for business growth. Each D3 solution includes a robust collection of core functionalities, ranging from front-end order entry and invoicing to third-party catalog searches, as well as comprehensive back-end purchasing, inventory management, and full accounting capabilities. Additionally, D3 software features standard modules for Open to Purchase, Transfer and Return Logs, as well as email and fax interfaces, ensuring seamless communication and operations throughout your organization. This extensive functionality empowers businesses to operate more efficiently and effectively in a competitive market.