Accountant consulting services

What's included in this service?

• • We install all Access HandiSoft modules, you've purchased, on your server.
  • We complete the rollover procedure.
  • Shortcuts will be put in a central location so they can copied to all workstations using the software.
  • For Document Manager users we will add the new financial year folder where requested.
  • Bookings can be made through the link below, which also allows you to schedule your appointment day and time online.
  • After your service is complete an email will be sent to you which will include your invoice.

BOOK SQL DESKTOP ROLLOVER

BOOK NON-SQL DESKTOP ROLLOVER

* Where you have an unusually large database (in excess of 10,000 clients) the above advertised price does not apply. *Where you require assistance in addition to the scope above please contact your account manager for a quote. We are always happy to assist, it may save you hours and will set you up for success for the new financial year.

Our team of consultants provide a personal and expert service, helping you and your team make the most of our time-saving features.

The consultants can help with a range of services that might include: customising your settings, providing training, custom reporting and tips on how to use the software more effectively.

Consulting services is available either onsite or remotely.

Key features

• Increase efficiency: we configure your workstations and train your team to make good use of the powerful feature set.
• Personalised service: experienced consultants can answer your specific questions and provide training that is relevant to your situation.
• Cost effective: for a short time, you can benefit from the discounted rates for one-on-one consulting.
• Saves time: you dictate the pace from your office without having to attend a training course.
• Convenient: schedule a suitable time to learn from your own computer.
• Remote Configuration: If you need help with configuration, we can assist you to set up your modules efficiently and effectively.

We understand that each practice is different and that you may need specific data for reporting purposes. Our consultants can create or customise reports and expressions to produce the information you require from your Access database. This can include, but is not limited to:

• Incorporating tax information in a report, such as rental property details or deduction data.
• Customising an existing report to include extra database items such as email addresses, categories and any of the extra label details an;
• Customised reported data for easy importation into your other business systems such as Financial Planning Systems, Investment Management and more.

Moving or changing large amounts of data can be very time consuming and an inefficient use of staff time. Let us assist by using our custom tools to do the work for you. Whether it be joining databases together (merges), separating them apart (splits), deleting bulk amounts of data, importing additional information, migrating your whole database from another software package or simply correcting the case of the text to make it standard we can help with it all.

Database Migrations

We understand the value that you have built up in your client data - and why so many practices are hesitant to change their software. 

To ensure the integrity of your data, we have created tools to migrate information from many commonly used taxation, client accounting and practice management packages. The methodology used by our Professional Services team has been proven in hundreds of new Access Accountants practices.

We can migrate client record data from MYOB AE & AO, Xlon Contacts, APS, Elite and TaxCat software. We can also migrate Tax and Asset data from MYOB AE (Solution 6 or Ceedata / Xlon).

Database Imports

Do you want to import extra data from another database into Access HandiSoft? Items such as Addresses, Phone numbers, Email addresses, Partner, Manager and Office references are just some of the data we can import.

Database Merges

Database Proper Case

This solution gives your database a consistent, professional look and gives your practice a standard format to follow.

Database Splits

Do you and your business partner want to separate your Access databases to setup your own practices? Let us assist you in this process by deleting the clients belonging to a partner in the Access database. You can then take just your clients to your new practice.

Ensure you and your team are getting the most out of your software investment and have one of our experienced consultants review your entire Access Accountants suite and assess how effectively you and your team are using your Access solution.

The consultant will go through a standard set of questions and assess your work practices. We have designed a comprehensive review document covering functionality across all modules.

The initial appointment is designed for senior staff and is done in a personalised workshop environment usually running for 4 - 5 hours. We then follow this up with a summary report and improvement plan.

Your Practice Improvement Plan may include:

• A comprehensive usage review that determines whether your practice is optimising productivity with the solution;
• Recommendations on changes, with the option for you to allocate tasks to staff and prioritise implementation;
• Recommendations for focused training that will empower you to take advantage of solution capabilities not being used; and
• Additionally, you can get up to 2 hours of consulting to implement recommendations made in your report and improvement plan. You can choose to have this as training or configuration.

Compliance and Document Handling Process Review

Ensure your practice is getting the most out of your Access solution investment and have one of our experienced consultants review your Access Tax and document handling processes and assess how effectively you are using the features and functionality.

We will supply you with a comprehensive questionnaire for you to complete regarding your current usage. You will then benefit from a follow-up discussion to go through your answers in detail. This will be up to two hours long and be either face to face* or online. This process will highlight adjustments to the way you use your Access solution in order to extract greater productivity within your practice.