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Sage Accountants Blog

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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?

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Client Portal: An overview

The Sage HandiSoft Client Portal is a secure method of transferring documents from accountants and their clients.

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Client Portal: Group logins

The following article shows a graphical representation of how one email address can be used by different entities.

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Document Manager: Activity Monitor

The number of users concurrently using the program can be determined by using the Activity Monitor.

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