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HandiTrust

HandiSoft Practice Management Modules

Manage your trust bank accounts easily and efficiently.

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.