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HandiSoft Practice Management Modules

Simple and efficient trust account management

Managing trust bank accounts has never been this easy. Optimise your workflow: HandiTrust imports ATO receipt information from HandiTax, then generates covering letters, EFT transactions and/or refund cheques.

HandiTrust is a total trust management accounting package for accountants, or any other professional holding client funds in a trust bank account.

Key Features

  • HandiTrust simplifies trust account management by importing ATO receipt information directly from HandiTax.
  • Optionally select ASCPA, NIA or ICAA as ruling bodies to apply appropriate professional restrictions.
  • Full audit trails can be viewed and printed.
  • HandiTrust supports unlimited numbers of trust account clients and entries.
  • HandiTrust performs bank reconciliations, plus notification of reconciliation due.
  • Specify cheque clearance days, to prevent a client’s card from being overdrawn.
  • HandiTrust facilitates electronic fund transfers, printing of cheques, letters, deposit slips and receipts at the time of data entry.
  • Batch print receipts, payments and statements for trust cards.
  • Create and maintain authority letters within HandiTrust (for trust account deposits and withdrawals).
  • The Authorities Register tracks outstanding authorities, signed authorities and authorities that have been applied.
  • Transactions are stored permanently.
  • Assign a handling fee for processing transactions.
  • HandiTrust offers a wide range of standard reports, including client cards.