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Sage Accountants Blog

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No more paper shuffling

03 August 2016


“Client Portal is easy to use to send documents securely. Clients can access their documents at any time. 80% of our clients use Client Portal and we are working on getting all clients on it because it’s so convenient on both sides”.
Megan Peake, Office Manager and Julie Adams, Administrative Officer – Knox Taxation


Software programs like HandiBiz, HandiLedger and HandiTax have been providing an efficient solution to preparing your clients’ accounts and seamlessly lodging tax returns. But with the availability of online accounting apps, combined with integrating additional HandiSoft modules, you can slash the time it currently takes to finalise your tax return and accounts prep processes.

In the last two decades of the previous century, you would meet with clients or receive their bank statements, receipts, cashbooks etc, by mail. Then to coincide with the introduction of GST in the noughties, commercially available accounting software systems were used to help with the compliance processes but still required a meeting or mailing out of paperwork and data disks.

More recently, the combination of internet connectivity, vastly improved computing power, mobile devices and specialised apps have empowered small businesses and individuals to exchange information paperlessly and much more rapidly with their accountants.

By leveraging the integrated, easy to use functionality of Sage One, Document Manager and Client Portal, hundreds of firms are eliminating time wasted on sending data files and documents back and forth and driving up their practice profits.

Efficiency of a Common Ledger

Having any time access to your clients’ accounting transactions is a game changer. Being an online accounting system, Sage One allows your clients to easily feed bank transactions, generate invoices using their mobiles and process the payroll. At the period end, you and your team can then enter adjustments and closing entries into the same GL your clients use without having to wait for data files or spend time on coding and importing transactions into HandiLedger.  As you would expect, Sage One integrates seamlessly with HandiTaxand HandiLedger, reducing data entry mistakes by eliminating coding and keying-in errors. By having a common ledger, you wouldn’t need to send a schedule of journals or rely on your clients’ know-how to journal adjustments which again reduces mistakes and double handling.

When it comes time to lodge a BAS, HandiSoft users can seamlessly importSage One data into HandiTax, which prefills BAS and tax forms. Then it’s the usual simple process to lodge directly to the ATO easily, efficiently and with a high level of data integrity.

Empower Your Clients to Self Service, Saving Time and Resources


The Client Portal add-on for Document Manager allows you to securely share documents and files with your clients, online.  In addition to making it easy for your clients to access the files you choose to share, they can sign documents electronically using any internet connected device. Client Portal enables your clients to collaborate with you anywhere, anytime. Standard reporting features enable you to track documents sent to clients and as you’d expect, you will be notified when the documents are signed. Client Portal eliminates the time and costs wasted on exchanging documents by mail and increases your capacity to offer additional billable services.

Attend a webinar to find out more about any of these modules or call us on 1800 660 670 to discuss August special offers – you can save hundreds on the combination of Client Portaland Document Manager 2016!
Software programs like HandiBiz, HandiLedger and HandiTaxhave been providing an efficient solution to preparing your clients’ accounts and seamlessly lodging tax returns. But with the availability of online accounting apps, combined with integrating additional HandiSoft modules, you can slash the time it currently takes to finalise your tax return and accounts prep processes.