HandiSoft Evo Features

An intuitive chat-based AI assistant powered by Microsoft Open AI and privately hosted by Access to keep your data safe and secure. It’s your digital assistant improving your working day by providing intelligent insights, answering queries and suggesting actions based on the right context, without the wait.  

Copilot makes it easier to gather information and execute tasks efficiently. Everything from practice policies to financial queries and smart email suggestions can be done in an instant. 

Built in AI skills 

• 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” 
• Industry skills*: Ask questions of the ATO website or research ATO rulings in natural language from within the product and on mobile via the mobile Evo app. Copilot is specifically trained on the ATO site and ATO legal database and won’t return data from random sites 
• Industry skills include: ATO, ATO Research, Employment New Zealand, Fair Work, Inland Revenue NZ, Long Service Leave (AU), NZ External Reporting Board, Payroll Tax (AU), Tax Practitioners Board and Web Search 
• (*) Industry skills are limited to 400 messages per user per month 

A personalised feed of tasks that aggregates notifications, tasks, and updates from across your (connected) Access products that understand your role and the tools you use. 

Feed 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. 

Your unified dashboard and home base within the Access Evo platform. It brings all your core activities together in one place: quick access to your Access products, notifications from across your systems, pending tasks and direct access to Copilot and Feed.

Spaces are collaborative environments that enhance teamwork and organisation. 

Create customised dashboards that you can configure yourself. Track your progress from every angle, with dynamic overviews and relevant applications that keep everyone moving forwards. 

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).

Keep your team connected and motivated with Engage — built into your Evo platform so there's nothing extra to set up.

• Centralise team communications so nothing important gets lost in email
• Track engagement trends over time and act on real data, not guesswork

Get insights at your fingertips with Analytics 

A powerful and flexible analytics tool that pulls data from HandiSoft(*) and provides preconfigured views and dashboards 

• Multiple data views and insights 
• Preconfigured Dashboards including Tax Lodgment, Tax ATO Client List and Activity Statements 
• With Copilot, simply ask questions of your data as you would when speaking with a colleague. 

(*) Initial release connects to your Client List and HandiTax module, excludes ODB hosted instances 

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 manage access to content 
• Simplify communication across your practice to improve employee experience and retention 
• With Copilot you can ask questions and get specific answers from the documents stored 

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

• 10 corporate training courses including vital issues such as wellbeing, internet security and remote working 
• All your Evo product training 
• All your HandiSoft core product training 

Applause makes it easy to build a culture of recognition inside your practice.

• Send instant peer-to-peer shoutouts to celebrate effort, milestones, and wins
• Managers can highlight contributions publicly, so recognition isn't just top-down
• Feeds directly into your Evo platform, so recognition is visible across the team

Optional upgrade: Extend Applause with Rewards to attach financial or non-financial incentives to recognition - giving your team something tangible to work towards.