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Document Manager

HandiSoft Practice Management Module

Manage your electronic documents easily to boost efficiency and accuracy.

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A powerful integrated electronic filing system

Sage HandiSoft Document Manager is practice management software that makes your accounting business less paper-dependent.

By linking documents to client records and including powerful search tools, Document Manager makes it easy to find any electronic document within seconds. Respond to enquiries quickly and accurately with instant access to all correspondence. Save time for you and your clients using this proven practice management software for accountants.

Key Features and Benefits

  • Document Manager‘s intuitive “filing cabinet” interface is easy to use and fully integrated with all your existing HandiSoft products.
  • Security controls allow restrictions to protect sensitive files.
  • Maintains a record of who has made changes and when for version control.
  • Enhanced mail merging includes data from multiple HandiSoft modules. 
  • Search metadata (keyword properties/attributes e.g. date, author, client, document type etc.)
  • More reliable and comprehensive backups, with all documents stored centrally.
  • Easy-to-use bulk email facility to communicate with selected clients quickly.

Product Highlights

Sage HandiSoft Document Manager is an easy-to-use software package that helps you stay on top of the document mountain. Its features make it simple to create and maintain a powerful electronic filing system containing all of your practice standard letters, checklists and procedures as well as your clients’ documents.

Save time for you and your clients with this powerful practice management software for accountants.

Efficient document management

Automatically file scanned documents to the relevant client’s folder based on the ABN, TFN or client reference code. Tight integration with MS Office allows users to save documents from Word, Excel and Outlook to specified folder. 

*MS Outlook not available in Sage HandiSoft Online

PDF collating feature

Combine multiple HandiSoft reports in a single PDF to attach to emails.

Version control

Assign documents for editing, track changes and restrict permanent deletion to authorised team members.

Efficient searching

Rapid searching of all types of documents, e.g. Microsoft Word documents, spreadsheets, PDFs, scanned images and emails.

A powerful data resource at your fingertips

Based on the central HandiSoft database, Document Manager creates a virtual drawer for each of your clients and prospective clients. Instantly access all documents relating to a particular client as well as your firm’s standard letters, procedures and checklists.

Client portal (optional add-on)

Seamlessly integrated with Document Manager to enable you to securely share, exchange and digitally approve client flies online. 

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