Document manager
An integrated HandiSoft module
Manage your electronic documents easily to boost efficiency and accuracy.
A powerful integrated document management 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.
Integrated
Integrates seamlessly with your HandiSoft central client database.
Secure access
Security controls allow restrictions to protect sensitive files.
Manage document changes
Maintains a record of who made changes and when for version control.
Easy to use
Easy-to-use bulk email facility to communicate with selected clients quickly.
Retrieve documents
Easily retrieve documents with powerful search metadata (keyword properties/attributes e.g. date, author, client, and document type).
Mail merge
Enhanced mail merging includes data from multiple HandiSoft modules.
Document manager key features
Efficient document manager
Automatically file scanned documents to the relevant client’s folder based on the ABN, TFN or client reference code. Tight integration with MS Office allows users to save documents from Word, Excel and Outlook to specified folder.
*MS Outlook feature is available with V2 of HandiSoft Online.
PDF collating feature
Combine multiple HandiSoft reports in a single PDF to attach to emails.
Version control
Assign documents for editing, track changes and restrict permanent deletion to authorised team members.
Powerful data resource
A powerful data resource at your fingertips
Based on the central HandiSoft database, Document Manager creates a virtual drawer for each of your clients and prospective clients. Instantly access all documents relating to a particular client as well as your firm’s standard letters, procedures and checklists.
Client Portal (optional add-on)
Seamlessly integrated with Document Manager to enable you to securely share, exchange and digitally approve client flies online.
