search icon

Sage HandiSoft Practice Management Modules

Sage HandiSoft is a complete accounting practice management solution, with a comprehensive suite of modules to provide you with all the tools you need and the flexibility to choose what is important to your practice. This complete, integrated accountants suite streamlines the production of high quality client work. You can access client summary information and drill down to the detail, making it a breeze to work with your clients and their files.

Connect app

Sage HandiSoft Practice Management Modules

Connects to HandiSoft via your mobile to access your diary, view/edit client details, enter timesheets and generate tax and ledger reports on-the-go.

Practice Manager

Sage HandiSoft Practice Management Modules

Client-centric control centre to manage job flow, diaries and client relationships. Includes Contact Manager (CRM), Jobflow Manager, Security Manager and Download Manager.

Time+Billing

Sage HandiSoft Practice Management Modules

Flexible time tracking, billing and debtor’s management plus comprehensive practice management reports.

Document Manager

Sage HandiSoft Practice Management Modules

A powerful, integrated electronic filing system allowing easy storage and retrieval of client and practice files including emails, scanned documents and work papers.

Client Portal

Sage HandiSoft Practice Management Modules

Share files securely online to enable clients to access documents at any time and to sign electronically. Client Portal integrates seamlessly with Document Manager.

Best Practice

Sage HandiSoft Practice Management Modules

A strategic management system comprising hundreds of proven checklists, work papers and standard letter templates. (Requires Document Manager)

Practice Intelligence

Sage HandiSoft Practice Management Modules.

Generates dashboards of key business indicators to help you monitor and improve team and practice performance. This powerful add-on allows you to custom build your own reports

HandiTrust

Sage HandiSoft Practice Management Modules

Integrated Trust Bank Account Management. HandiTrust simplifies trust account management by importing ATO receipt information directly from HandiTax.

Notify

Sage HandiSoft Practice Management Modules

Integrated text messaging making it easy to send reminders to your clients’ mobile phones.

HandiSecurity

Sage HandiSoft Practice Management Modules

Protect and control access to your valuable client data by restricting access to selected features and clients.