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 

Product Highlights

Sage HandiSoft Document Manager is an easy-to-use software package that helps you stay on top of the document mountain. Its features make it simple to create and maintain a powerful electronic filing system containing all of your practice standard letters, checklists and procedures as well as your clients’ documents. Save time for you and your clients with this powerful practice management software for accountants.


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Manage documents and emails efficiently

Automatically file scanned documents to the relevant client’s folder based on the ABN, TFN or client reference code. Tight integration with MS Office allows users to save documents from Word, Excel and Outlook to specified folder.
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PDF collating feature

Combine multiple HandiSoft reports in a single PDF to attach to emails.
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Efficient searching

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Version control

Assign documents for editing, track changes and restrict permanent deletion to authorised team members.
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Efficient searching

Rapid searching of all types of documents, e.g. Microsoft Word documents, spreadsheets, PDFs, scanned images and emails.
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A powerful data resource at your fingertips

Based on the central HandiSoft database, Document Manager creates a virtual drawer for each of your clients and prospective clients. Instantly access all documents relating to a particular client as well as your firm’s standard letters, procedures and checklists.
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Client portal (optional add-on)

Securely share, exchange & digitally approve client files online.
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