View, add and edit client details on your mobile while you're out of the office
The Sage HandiSoft Connect app enables designated users of your Sage HandiSoft products to access client and other information remotely via a web browser on a desktop or laptop computer, a mobile phone or tablet.
Because it is accessed via a web browser, Sage HandiSoft Connect is supported on Microsoft, Apple and Android devices. Using Sage HandiSoft Connect you can remotely view, add and edit client details.
- View and edit central client data including : name, address, phone numbers, notes
- Generate and view, email or send directly to the Client Portal : HandiTax tax returns, HandiLedger financial statements. Document Manager files.
- Diary appointments can be added, viewed and edited remotely (for Practice Manager users)
- Add, view or edit timesheet entries (for Time + Billing users)