Welcome to HandiSoft Evo

An intuitive chat-based interface to your underlying products, powered by Microsoft Open AI and privately hosted by Access to keep your data safe and secure. It’s your digital assistant delivering what you need while you work.

Copilot AI includes:

• Document skill: Store internal practice documents in Collaborate to help users find what they’re looking for in seconds with AI capabilities in a secure way.
  
  

• Analytics skill: Ask questions of your client and tax connected data. For example - “provide a list of clients who have rental properties with deductions less than $50,000” or “provide a list of companies with ultimate holding company located overseas”.
  
  

• ATO skill*: The ATO website skill allows users to ask questions from within the product and on mobile via the mobile app.
  
  

• Fair Work skill*: Fair Work website skill is also available for users to ask questions from within the Evo environment.
  
  

• Ask Access skill: Ask questions of Access CX – this is coming soon to Evo.

Copilot AI is available with HandiSoft Evo Standard* and Advanced plans.

(*) ATO skill and Fair Work skill is limited to 400 messages per user per month on our Standard plan.

Advanced Data Engine is available with HandiSoft Evo Advanced only.

Intelligent alerts and notifications personalised to what is important for you. Feeds is available on products that have been activated to work with Feed, initially Applause, Collaborate, Engage, Learning Lite and Access Financials with more coming soon.

Feeds is available with HandiSoft Evo Standard and Advanced plans.

Engage with Access. A menu item in Evo where you will have links to our Customer Success Portal, FlexPoints, Bills and Invoices, and Technical Support.  

Provide us with feedback and more. It consolidates lots of independent web pages you may need to navigate in one place.  With Copilot skill you can also ask questions. – this is coming soon to Evo. 

CX is available with HandiSoft Evo Standard and Advanced plans.

From within Evo users can launch into online help and support.

Digital Assistant is available with all HandiSoft Evo plans.

Evo in your pocket, all of the applications can be accessed on a mobile phone, including Copilot and Feeds meaning you can ask questions of data while on the go.

Download the mobile app now and experience the full Access Evo experience* (available on Apple and Android).

Mobile is available with all HandiSoft Evo plans.

Single Sign-on to your Evo-enabled applications and launch into applications seamlessly. 

Single Sign-On is available with all HandiSoft Evo plans.

Our employee engagement tool helps attract, retain and engage talented teams while delivering exceptional employee experience. 

Engage Lite is available with HandiSoft Evo Base.

Engage

All the features of Engage Lite, with the ability to use @everyone messaging.

Engage is available with HandiSoft Evo Standard and Advanced plans.

Engage and reach your entire team with Collaborate.

Connect your team with our powerful collaboration tool. Perfect for internal practice document sharing and task management.

• Set up sites for sharing and managing access to content.
• Simplify communication across your practice to improve employee experience and retention.  

Combine Collaborate with Copilot to allow your team to find information in seconds.

Collaborate is available with all HandiSoft Evo plans.