HandiSoft Evo:

- Add On Modules
- Client Portal
- Document Manager
- Practice Manager
- Time Billing
- HandiAsset
- HandiLedger
- Bank Feeds
- Workpapers
- HandiTax
Evo Plans

Talk to a HandiSoft Evo specialist

Welcome to HandiSoft Evo

AI is a game changer, and it’s coming to HandiSoft in 2025! With HandiSoft Evo, you control a more powerful, intuitive, and intelligent version of your software, opening up a host of powerful capabilities.

HandiSoft Evo Inclusions HandiSoft Evo Plans

Your upgrade to HandiSoft Evo is on its way!

HandiSoft customers will soon receive a free trial of HandiSoft Evo Standard Plan with the opportunity to purchase the Standard Plan at the end of the free trial or with your renewal. By default, all customers will receive the Base Plan when renewing HandiSoft this year.

Why HandiSoft Evo?

HandiSoft Evo opens up new capabilities within your software - be it desktop or cloud hosted. HandiSoft Evo unifies all your existing client and tax data* together into one secure platform, and with your own private AI Copilot, enables you to surface it in ways that are more natural to human interactions. It removes complexity, improves efficiency, and reduces human error, helping you take on new and bigger challenges and create opportunities for your practice.

(*) initial release.

01 03

Preparing a Tax Summary using Xero Tax Data

02 03

Adding user rights to edit your firm's system of quality control

03 03

Staying TASA compliant

Features:

Our base Evo plan HandiSoft Evo Base

Best Value! HandiSoft Evo Standard

All apps & tools included HandiSoft Evo Advanced

Advanced Data Engine

Copilot AI

Feeds

CX

Digital Assistant

Mobile

Single Sign-On (applies to Cloud and Online applications)

Access Engage

Access Engage Lite

Access Advanced Analytics

Access Analytics

Access Applause + Rewards

Access Applause

Access Learning Lite

Access Collaborate

Learn more about HandiSoft Evo plans

Copilot AI

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.

Talk to a HandiSoft Evo specialist

Advanced Data Engine

The advanced data engine allows you to connect to multiple 3rd party data sources. Combined with Analytics it allows users to self-serve and create custom dashboards and gain insights from all connected data sources.

Advanced Data Engine is available with HandiSoft Evo Advanced only.

Talk to a HandiSoft Evo specialist

Feeds

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.

Talk to a HandiSoft Evo Specialist

CX

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.

Talk to a HandiSoft Evo specialist

Digital Assistant

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

Digital Assistant is available with all HandiSoft Evo plans.

Talk to a HandiSoft Evo specialist

Mobile

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.

Talk to a HandiSoft Evo Specialist

Single Sign-On

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

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

Talk to a HandiSoft Evo specialist

Engage Lite

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.

Talk to a HandiSoft Evo specialist

Analytics

Get insights at your fingertips with our powerful and flexible analytics tool that pulls data from your Access software.

Analytics (standard)

The following are the initial pre-configured analytics provided for Access Accountants:

Tax Lodgment statistics, Main Tax Form, Rental Income + Expenses, Rebates and Offsets, Private Health Insurance, Medicare Surcharge and deductions.
6 data views.
13 insights.
1 Dashboard.

Analytics (Standard) is available with all HandiSoft Evo plans.

Advanced Analytics

All the features of standard Analytics plus;

View, build and publish insights and dashboards to track performance.
Previously siloed data can now be easily brought together, into a combined view, for deeper insight.
Business insights at your fingertips with a powerful and flexible analytics tool that pulls data from your connected Access software and 3rd parties.

Advanced Analytics is available with HandiSoft Evo Advanced.

Talk to a HandiSoft Evo specialist

Collaborate

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.

Talk to a HandiSoft Evo specialist

Learning Lite

Provide impactful learning experiences with our Learning Management System. Allocate training and track completion for your team. Included for Access Accountants users:

10 corporate training courses.
All your Evo product training.
All your Access Accountants core product training.

Learning Lite is available with all HandiSoft Evo plans.

Talk to a HandiSoft Evo specialist

Applause

Our employee recognition tool encourages peer to peer recognition and employee engagement.

Applause

Giving 'shouts' to acknowledge a colleague's effort.

Applause is available with HandiSoft Evo Base and Standard.

Applause + Rewards

Giving 'shouts' to acknowledge a colleague's effort.

Set up financial and non-financial rewards for your employees.

Applause + Rewards is available with HandiSoft Evo Advanced.

Talk to a HandiSoft Evo specialist

Find all the answers to the frequently asked questions about HandiSoft Evo.

Download HandiSoft FAQs