Access Handisoft

Solutions for accountants and advisors who want to optimise their practice. Access HandiSoft is the trusted partner that provides peace of mind, with effortless compliance and enhanced client relationships.

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A complete suite of powerful practice solutions for accountants of all sizes

Trusted by over 7,000 Australian practices

Access HandiSoft solutions are easy-to-use and offer advanced features and integration to boost productivity in almost every area of your practice. It's been developed in Australia specifically for Australian practices. With its centralised client database and advanced features, HandiSoft has proven reliability and is highly effective for firms of all sizes. For over 30 years, our focus has been to provide practice solutions for accountants.

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All your clients in one place

Easily access summary information and retrieve your client files from a central location.

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Effortless compliance

No matter what bookkeeping software your SME clients use, we provide an automated and seamless compliance journey for the production of high-quality client work.

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Amplify productivity

Track and control staff productivity to ensure maximum return on client work.

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Work the way you want

Offering a future proof platform to work the way you want, whether on-premise, hosted or in the cloud.

Access HandiSoft accountant solutions

Our technology gives you a powerful set of practice tools to grow and scale your practice.

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Access HandiSoft (on-premise)

A complete suite of powerful practice solutions for accountants and tax agents of all sizes, purpose built to run the entire practice.

  • A comprehensive suite of modules with centralised client list across all modules.

  • Advanced features to streamline your compliance workflows.

  • Go paperless practice with a self-service Client Portal.
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Access HandiSoft Online (hosted)

Anywhere anytime access.

All the benefits of the on-premise solution with additional benefits:

  • Updates, upgrades, and backups are all taken care of as part of your subscription.

  • Have flexibility to scale up as you grow without having to purchase hardware upfront before you need it.

  • Benefit from state-of-the-art security and infrastructure provided through the AWS Data Centre.


Explore Access HandiSoft modules and capabilities


Access HandiSoft practice management modules

Practice Manager

Time + Billing

Data Hub

Document Manager

Client Portal

HandiTrust

Notify

Practice Manager

A comprehensive practice management solution for accountants that boosts efficiency and productivity

HandiSoft Practice Manager contains powerful components for reducing administrative overheads and controlling your practice. Each has been designed specifically to help your practice easily perform day-to-day tasks.

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. You can create "quick launch" icons for all of your HandiSoft modules (including previous years' HandiTax versions), as well as other installed applications.

Fully integrated document management functionality is available with our Document Manager module.

Key features and benefits

  • Centralised Client and Prospect management including integrated diaries.

  • Monitor your practice’s workflow by job, task, due date, staff member, manager, or partner.

View HandiSoft Practice Manager >

Time + Billing

Easily produce invoices, receipts and management reports

A complete billing and debtors management solution with tools for tracking and charging client jobs.

All staff activity is recorded in the background, giving you a moment-by-moment view of work in progress.

It also integrates with HandiSoft Practice Manager to import events from the diary and place them in the timesheet. Optimise your practice management with this integrated billing software for accountants.

Key features and benefits

  • Automatically insert standard paragraphs, define rates for client jobs or copy the narrative from previous invoices.

  • Flexible timesheet entry which accepts units or start and finish times.

  • Group timesheet tracking, providing partners and managers with a visual indication of timesheet status throughout the practice.

View Time & Billing >

Data Hub

Get instant access to data and insights to make data driven decisions

Data 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.

Data Hub connects seamlessly to Access HandiSoft to provide an enhanced view of your practice, combining business intelligence and agile analysis. 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.

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.

*Powered by ZAP


Key features and benefits

  • 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.

  • Pre-Built connections to small business accounting solutions and HandiSoft.

  • Mobile access through a responsive web application optimised for any device.

View Data Hub >

Document Manager

Create, file and retrieve documents in seconds

HandiSoft Document Manager is an easy-to-use solution that helps you stay on top of document filing. Its features make it simple to create and maintain a powerful electronic filing system containing all of your practice standard letters, checklists and procedures as well as your clients’ documents.

By linking documents to client records, Document Manager makes it easy to find any document within seconds. Respond to enquiries quickly and accurately with instant access to all correspondence. Save time for you and your clients using this proven practice management solution for accountants.


Key features and benefits

  • Security controls allow restrictions to protect sensitive files.

  • Enhanced mail merging includes data from multiple HandiSoft modules.

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

  • Search documents via (keyword properties/attributes e.g. date, author, client, document type etc).

View Document Manager >

Client Portal

Share, exchange and get documents digitally signed by clients

Client Portal is an add-on for our Document Manager, a solution for accountants seeking to reduce paper handling in their businesses. Client Portal streamlines practice management even further, by making it a breeze for you and your clients to share files and digitally sign documents.

Streamline your 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. 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 and benefits

  • Integrates seamlessly with Document Manager and your HandiSoft central client database.

  • Easily add files to Document Manager with drag-and-drop functionality.

  • Automatic notifications when you upload a file to a client’s secure area and when they send you a file.

View Client Portal >

HandiTrust

Simple and efficient trust account management for accountants

Manage your trust account easily and efficiently and import ATO receipts into your workflows. HandiTrust is a total trust management accounting package for accountants holding client funds in trust bank accounts. 

HandiTrust simplifies trust account management by importing ATO receipt information from HandiTax, then generates covering letters and EFT transactions for client refunds.

Key features and benefits

  • HandiTrust supports unlimited numbers of trust account clients and entries.

  • Create and maintain authority letters within HandiTrust (for trust account deposits and withdrawals).

  • Optionally select ASCPA, NIA or ICAA as ruling bodies to apply appropriate professional restrictions.

  • Full audit trails can be viewed and printed.
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Download HandiTrust Factsheet

Download HandiTrust Factsheet >

Notify

Notify is a powerful HandiSoft add-on that enables you to send text messages to clients from within HandiSoft.

Appointment reminders, deadline alerts or awaiting signature messages are made easy with HandiSoft Notify. Simply click the SMS button in your HandiSoft customer database to launch Notify. From there you just type the message and hit send.

Essentially, Notify empowers you to send text messages to clients, team members or colleagues from any HandiSoft module.


Key features and benefits

  • Create and store standard messages as templates for regular use.

  • In combination with HandiTax you can set up standard messages to dispatch automatically based on events within HandiTax, such as Status Updates and Assessment Updates.

  • Notify integrates with your HandiSoft client database and enables you to send text messages from any module in the HandiSoft suite. Simply right click on a mobile number to send a single message or select the menu option to send a bulk text to many numbers. To utilise Notify you require at least one licensed HandiSoft module.

Download Notify credits order form >

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Download Notify Factsheet

Download Notify Factsheet >

Ready to consider a cloud solution for your practice?

discover handisoft cloud

Access HandiSoft tax and compliance modules

HandiTax

HandiLedger

Data Hub

SuperFund

BankFeeds

Workpapers

HandiRegister

HandiAsset

HandiTax

Prepare and lodge tax returns with one of Australia’s leading solutions

Create, lodge and track tax returns quickly and accurately using HandiTax’s outstanding range of features. Simple and easy-to-use, new HandiTax users tell us that they can enter a client's details, complete and lodge their first return in just 10 minutes.

Connects to the ATO to lodge returns using Standard Business Reporting.


Key features and benefits

  • Prepare, lodge and track IAS, BAS, FBT and tax returns for Individual’s, Companies, Partnerships, Trusts, Funds SMSF’s and Trusts including prior years.

  • An integral part of the HandiSoft suite, HandiTax can receive data seamlessly from other modules – such as BAS details from HandiLedger – without ever having to re-key it.

  • HandiTax displays a dynamically updated tax estimate as you complete Individual and Company forms.

  • Jump to any schedule from the master list with a single keystroke.

  • Easy access to supporting worksheets from within forms for fast review.

 

Looking for HandiTax Cloud?

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Download HandiTax Factsheet

Download factsheet >

HandiLedger

Easily generate compliant financial accounts and reports with HandiLedger


HandiLedger is a powerful general ledger solution incorporating standard charts of accounts and reports for sole traders, partnerships, trusts, companies and superannuation funds.

Your accounting practice will benefit from full BAS support, comprehensive integration with HandiTax, HandiAsset and HandiBiz modules. HandiLedger incorporates depreciation and STS functionality and makes it easy to open and edit prior year’s ledgers. HandiLedger is a versatile practice tool that’s capable of operating in single-user or networked mode.


Key features and benefits

  • BAS preparation and transfer to HandiTax for lodgment.

  • Simple transfer of financial data from HandiLedger into HandiTax for the current financial year.

  • Comprehensive financial, compliance and management reporting.

  • Data Hub connector available for data automation with leading bookkeeping applications.

  • Integrates with Sage Accounting for common ledger benefits.

  • Add-on modules include Workpapers, BankFeeds and SuperFund

 

View HandiLedger >

Data Hub

Get instant access to data and insights to make data driven decisions

Data 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.

Data Hub connects seamlessly to Access HandiSoft to provide an enhanced view of your practice, combining business intelligence and agile analysis. 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.

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. *Powered by ZAP


Key features and benefits

  • 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.

  • Pre-Built connections to small business accounting solutions and HandiSoft.

  • Mobile access through a responsive web application optimised for any device.

 

View Data Hub >

SuperFund

Preparation and lodgement of compliance accounts for non-reporting self-managed superannuation funds

HandiSoft SuperFund has been developed to specifically work in combination with HandiLedger and HandiTax to comply with the ATO’s regulations for completing SMSF annual returns.


Key features and benefits

  • Checks compliance with statutory areas, for example: Contribution rules limits and Investment strategy.

  • Investment register with the option of importing current market prices of listed securities and managed funds.

  • Helps calculate taxable and non-taxable capital gains.

  • Compliant Pension Calculator.
    Produces reconciliation reports to facilitate auditing.

  • Integrates with HandiLedger to produce financial statements.

  • Integrates with HandiTax to prepare and lodge tax returns.

 

View SuperFund >

BankFeeds

BankFeeds is a secure service that streams banking transactions data directly from a client’s your bank directly to their accountant.


BankFeeds data imports seamlessly into the accounts preparation module, HandiLedger, eliminating the need for costly, time-consuming manual data entry.

BankFeeds can access transaction accounts from all the largest Australian banks.


Key features and benefits

  • Removes the need to manually provide the accountant with bank statements, allowing clients to get on with running their business.

  • Easily compiles unknown transactions into an email to make it easy for clients to respond to your queries.

  • BankFeeds can access transactions from Australia’s largest financial institutions.

  • Highly secure - account information can only be accessed with client permission.

 

View BankFeeds >

Workpapers

Easily create working paper files with Workpapers and link them to HandiLedger accounts

The Workpapers module makes it simple for accountants to compile a working paper file with spreadsheets, scanned documents, review points and other files linked to the relevant accounts in HandiLedger

Key features and benefits

  • Integrates seamlessly with HandiLedger and Document Manager.

  • Paperless working paper entry, review and approval process.

  • Over 70 inbuilt working paper templates.
  • Link working papers and supporting documents to HandiLedger accounts.

  • Facilitate a consistent process practice wide.

  • Ability to attach third party documents including spreadsheets.

  • Receive notification of status changes in real-time.

 

View Workpapers >

HandiRegister

Streamline lodgement of company forms required for ASIC

HandiRegister takes the guesswork out of managing company documentation. For example, initiating a change of address for an officeholder or shareholder automatically generates the relevant ASIC forms for all companies with which the individual is associated. Similarly, minutes or resolutions saved against a company can be re-used in subsequent years.

HandiRegister supports the download and maintenance of Australian Company Registers and the preparation of company minutes and resolutions.

Key features and benefits

  • Automatic creation of all EDGE forms for all clients.

  • Changes to addresses in the central HandiSoft database will trigger a change in HandiRegister.

  • Company information held by ASIC can be imported into HandiRegister.

  • Electronic lodgement of the most common EDGE form.

  • Electronic lodgement and retrieval of Annual Statements. Receive notification of status changes in real-time.
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Download HandiRegister Factsheet

Download HandiRegister Factsheet >

HandiAsset

Advanced asset management for you and your clients.

HandiAsset is a feature-rich asset management package that simplifies the setup, tracking and depreciation of assets.

Asset purchase, sale and depreciation journals automatically transfer into HandiLedger.

HandiAsset manages and tracks assets, recording: serial numbers, location, photo ID, insurance details, service history and maintenance reminders. HandiAsset integrates with HandiLedger, making it the perfect asset management package for your clients’ businesses.

Key features and benefits

  • New assets can be entered in seconds using the asset setup wizard.

  • HandiLedger depreciation schedules may be converted into HandiAsset.
  • HandiAsset includes default depreciation rates set by the ATO.

  • An unlimited number of depreciation methods may be set up for each asset, allowing you to forecast or simulate depreciation.

  • Calculate depreciation over varying periods (e.g. weekly, quarterly, monthly, annually, or more).

 

View HandiAsset >

Tax Factor improves collaboration

One of the main benefits of HandiSoft is the seamless data integration it offers. It’s helped us boost productivity and become a more collaborative team.

Bachir Zreika, CEO, Tax Factor