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Best Practice

HandiSoft Practice Management Modules

A library of accounting templates to streamline your business processes.

Best Practice for accountants is an electronic library of standard letters, checklists, work papers and procedures tightly integrated into your Sage HandiSoft Practice Management Software Suite and accessed using Document Manager.

Best Practice templates will improve productivity, increase available time to better manage your accounting business, reduce the risk of non-compliance and ultimately increase profit.

Key Features and Benefits

  • Tightly integrated with HandiSoft. 
  • Links within documents to facilitate the flow of work from the procedure to the checklist to relevant websites and standard letters. 
  • Checklists and procedures can be linked to specific tasks in Jobflow Manager.
  • In-built mail merge fields make it a breeze to generate personalised client letters. 
  • Easily integrate your own documents and procedures to supplement or edit any of those supplied. 
  • Empowers your team to produce consistently high quality professional work, in less time.

Please Note: A current Document Manager licence is required for every Best Practice user.