HandiSoft Document Manager is an easy-to-use solution that helps you stay on top of document filing. Mobile access through a responsive web application optimised for any device.Ĭreate, file and retrieve documents in seconds.Pre-Built connections to small business accounting solutions and HandiSoft.Unlock information with pre-packaged reports and dashboards that remove the technical effort of accessing and analysing data from HandiSoft and other client data sources. ![]() Importantly, Data Hub optimises compliance workflow across the practice by managing year end trial balance data sources from your clients' accounting software through to HandiLedger, achieving unrivalled efficiency in client data preparation used in the production of client financial accounts. It also brings together data from your clients' small business accounting software to provide your practice with a helicopter view that empowers and accelerates time-to-insight. Get instant access to data and insights to make data driven decisionsĭata Hub* is a centralised data warehouse and analytics platform, enabling practices to help save valuable time, manage by exception and make more proactive data-driven decisions.ĭata Hub connects seamlessly to Access HandiSoft to provide an enhanced view of your practice, combining business intelligence and agile analysis. Monitor your practice’s workflow by job, task, due date, staff member, manager, or partner.Centralised Client and Prospect management including integrated diaries.You can create "quick launch" icons for all of your HandiSoft modules (including previous years' HandiTax versions), as well as other installed applications.įully integrated document management functionality is available with our Document Manager module. Practice Manager is a client-centric practice management solution for accountants, featuring a control centre that lets you manage all aspects of your client and team interactions with just a few clicks. Each has been designed specifically to help your practice easily perform day-to-day tasks. HandiSoft Practice Manager contains powerful components for reducing administrative overheads and controlling your practice. ![]() A comprehensive practice management solution for accountants that boosts efficiency and productivity
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