HandiSoft Evo

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.

• 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.

• 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.

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).

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.

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.

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.

Access the Notify Credits Purchase Portal and process your order online.

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?

Zap 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.

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.

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.

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.

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.

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).