Document Manager

Practice Management & Tax
1800 660 670

Business Management
1800 222 040

Payroll & HR 
1300 729 229



Practice Management & Tax 
08 9245 0666

Business Management
02 9921 6500

Payroll & HR 
1300 729 329

Support Area

Contact Us & Our Locations 

A powerful integrated electronic filing system

If you would like to learn more about the great features of Document Manager, please contact us on 1800 660 670

Overview

Sage HandiSoft Document Manager is practice management software that makes your accounting business less paper dependent. By linking documents to client records and including powerful search tools, Document Manager makes it easy to find any electronic document within seconds. Respond to enquiries quickly and accurately with instant access to all correspondence. Save time for you and your clients using this proven practice management software for accountants.

  • Document Manager‘s intuitive “filing cabinet” interface is easy to use and fully integrated with all your existing HandiSoft products.
  • Security controls allow restrictions to protect sensitive files.
  • Maintains a record of who has made changes and when for version control.
  • Enhanced mail merging includes data from multiple HandiSoft modules. 
  • Search metadata (keyword properties/attributes e.g. date, author, client, document type etc.)
  • More reliable and comprehensive backups, with all documents stored centrally.
  • Easy-to-use bulk email facility to communicate with selected clients quickly. 

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