Full Suite Review
Ensure you and your team are getting the most out of your software investment and have one of our experienced consultants review your entire Sage HandiSoft suite and assess how effectively you and your team are using your Sage solution.
The consultant will go through a standard set of questions and assess your work practices. We have designed a comprehensive review document covering functionality across all modules.
The initial appointment is designed for senior staff and is done in a personalised workshop environment usually running for 4 - 5 hours. We then follow this up with a summary report and improvement plan.
Your Practice Improvement Plan may include:
- A comprehensive usage review that determines whether your practice is optimising productivity with the solution;
- Recommendations on changes, with the option for you to allocate tasks to staff and prioritise implementation;
- Recommendations for focused training that will empower you to take advantage of solution capabilities not being used; and
- Additionally, you can get up to 2 hours of consulting to implement recommendations made in your report and improvement plan. You can choose to have this as training or configuration.
Compliance and Document Handling Process Review
Ensure your practice is getting the most out of your Sage solution investment and have one of our experienced consultants review your HandiTax and document handling processes and assess how effectively you are using the features and functionality.
We will supply you with a comprehensive questionnaire for you to complete regarding your current usage. You will then benefit from a follow-up discussion to go through your answers in detail. This will be up to two hours long and be either face to face* or online. This process will highlight adjustments to the way you use your Sage solution in order to extract greater productivity within your practice.
To a sole practitioner, a 5 min productivity tip on a simple tax return could equate to over $16,000** in a year.
*within 40kms of Brisbane, Sydney or Melbourne CBD only.
**assuming 1000 tax returns at an hourly rate of $200