HandiHints: Use HandiTax, Client Portal and Document Manager effectively
02 August 2016
Here are some great time saving tips to use HandiTax, Client Portal and Document Manager more effectively.
HandiTax: Setting up SBR
What do I need for SBR to work within HandiTax?
Client Portal: An overview
The Sage HandiSoft Client Portal is a secure method of transferring documents from accountants and their clients.
Client Portal: Group logins
The following article shows a graphical representation of how one email address can be used by different entities.
Document Manager: Activity Monitor
The number of users concurrently using the program can be determined by using the Activity Monitor.