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Download the Document Manager factsheet

A powerful integrated electronic filing system

HandiSoft Document Manager is practice management software that makes your accounting practice document filing and retrieval more efficient.

By linking documents to client records and including powerful search tools, Document Manager makes it easy to find any electronic document within seconds. Respond to enquiries quickly and accurately with instant access to all correspondence.

Key features & benefits

  • Integrates seamlessly with your HandiSoft central client database.

  • Security controls allow restrictions to protect sensitive files.

  • Maintains a record of who made changes and when for version control.
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