Talk to a specialist about Client Portal

Provide your clients with access to HandiSoft’s Document Manager

Streamline your accounting practice’s workflow by letting clients upload and download documents, data files and reports at their own convenience. Client Portal allows your clients to access relevant files at any time, eliminating the need for time-consuming emails and the expense of postage.

In addition to providing clients with the ability to 'self service', the in-built authenticated digital signing function will speed up the completion of your compliance jobs.

Key features & benefits

• Integrates seamlessly with Document Manager and your HandiSoft central client database.
  
  
• Provides clients with secure access to documents at any time.
  
  
• Automatic notifications when you upload a file to a client’s secure area and when they send you a file.