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1800 660 670

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1300 729 229

Practice Management & Tax 
08 9245 0666

Business Management
02 9921 6500

Payroll & HR 
1300 729 329

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Client Portal

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Contact us on:

1800 660 670


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Share, exchange and digitally approve client files online.

Client Portal is an easy to use software module that allows client access to Sage HandiSoft’s Document Manager.

Streamline your accounting practice’s workflow by letting clients upload and download documents, data files and reports at their own convenience. Client Portal allows your clients to access relevant files at any time, eliminating the need for time-consuming emails and the expense of postage. In addition to providing clients with the ability to 'self service', the in-built authenticated digital signing function will speed up the completion of your compliance jobs.

  • Integrates seamlessly with Document Manager and your HandiSoft central client database.
  • Provides clients with secure access to documents at any time.
  • Improves client relationships by improving efficiency and saving them time.
  • Significantly reduces document handling and processing times (instead of email or post).
  • Saves money via productivity and savings on postage.
  • Operates within industry best practice high level security, with 128 bit encryption and authenticated digital signatures.
  • Easily add files to Document Manager with drag-and-drop functionality.
  • No problem finding files using keywords, author, comment or document text.
  • Automatic notifications when you upload a file to a client’s secure area and when they send you a file.

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