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H&R Block partners with Sage as it moves towards a ‘paperless’ 2019

Sage helping Australia’s leading Tax preparation firm with its digital transformation.

Sydney, 10 April 2018, Tax is turning digital, thanks to two major players revolutionizing the tax space H&R Block Australia and Sage. Australia’s leading tax preparation firm needed a system that could support its more than 2,500 consultants across 470 national offices in its desire to not only improve its processes on a digital level, but go completely paperless by 2019.

The approach required a highly reliable software that could handle the preparation of approximately 800,000 tax returns annually. H&R Block also provides a broad range of small business accounting services, including bookkeeping, BAS preparation, entity set up (company, trust, SMSF), financial statement preparation, tax planning, and advice. To pull off a digital transformation of this magnitude, is no small feat.

Joseph Abouzaid, Director of Operations from H&R Block said the decision to choose Sage Handisoft was based on the reliability and efficiency of Sage Handisoft and Sage's willingness to customise the solution to align with its workflows allowing them to improve the customer experience, through a more streamlined approach. Not only that, the software allows the tax leader to rollout greater personalisation and give users the ability to review their tax history – something they haven’t previously been able to do in such detail.

Sage Handisoft is already trusted by more than 7,500 Australian Accounting Practices and tax agents and will be progressively introduced across the H&R Block network starting immediately.

 “When you are dealing with the volume of work that we do, you need a system you can rely on. Sage HandiSoft is a well-established and trusted product. Even more importantly, the Sage team were willing to work with us on our specific requirements to ensure the solution was tailored for our environment and supported our customers through the tax return process,” Mr Abouzaid said.

Sage HandiSoft is an easy-to-use practice management solution developed in Australia specifically for Australian practices.

Not only is the introduction of this new software improving the processes for H&R Block, it’s aligning the tax leader with retail trends and the movement towards a more digitized world. The goal is – a completely paperless H&R Block by 2019.

“This is a new and exciting chapter for Sage Handisoft. It reinforces our leadership position in the tax preparation and practice management space and gives us a fantastic brand to partner with as we drive future innovation in the sector. We can’t wait to get started,” said Kerry Agiasotis, EVP Sage APAC.