Sage HandiSoft Overview
What is Sage HandiSoft?
Sage HandiSoft is a cloud-based and on-premise practice management solution designed to assist Australian tax agents with tax preparation, lodgment, and accounting. Features include a contact database, Gantt charts, document version control, predefined templates, text notifications, and pension calculator.
Sage HandiSoft allows supervisors to track various business workflows by task, due date, team members, or partner, receive alerts for issues, and visualize productivity in real-time. Using the time + billing module, managers can record staff activity, track entries through graphical timesheets, manage debtors, define rates for jobs, and generate WIP reports. Clients can use personal portals to upload or download documents and share, exchange, and approve files digitally. It also includes a HandiRegister module, which allows finance teams to prepare and lodge ASIC forms electronically.
The software’s trust management module, HandiTrust, enables accountants to manage multiple trust accounts, perform bank reconciliation, facilitate fund transfers, and maintain authority letters. With HandiLedger, users can manage the chart of accounts, track transactions, and edit previous ledgers using depreciation and STS functionality.
Sage HandiSoft Overview
Pricing
Pricing options
Please contact Sage for pricing details.
Sage HandiSoft Features
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Sage HandiSoft Pricing
Sage HandiSoft Pricing
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Please contact Sage for pricing details.
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Sage HandiSoft Features
Sage HandiSoft Features
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Categories
Categories
Additional information for Sage HandiSoft
Additional information for Sage HandiSoft
Key features of Sage HandiSoft
- Approval Process Control
- Billing & Invoicing
- Client Management
- Client Portal
- Document Management
- Project Management
- Workflow Management
Sage HandiSoft FAQs
Sage HandiSoft FAQs
Below are some frequently asked questions for Sage HandiSoft.
Q. What type of pricing plans does Sage HandiSoft offer?
Sage HandiSoft offers the following pricing plans:
Free Trial: Not Available
Please contact Sage for pricing details.
Q. What are the main features of Sage HandiSoft?
Sage HandiSoft offers the following features:
- Approval Process Control
- Billing & Invoicing
- Client Management
- Client Portal
- Document Management
- Project Management
- Workflow Management
Q. Who are the typical users of Sage HandiSoft?
Sage HandiSoft has the following typical customers:
Small Business, Non Profit, Freelancers, Mid Size Business
Q. What languages does Sage HandiSoft support?
Sage HandiSoft supports the following languages:
English
Q. What type of pricing plans does Sage HandiSoft offer?
We do not have any information about what Sage HandiSoft pricing plans
Q. Does Sage HandiSoft support mobile devices?
We do not have any information about what devices Sage HandiSoft supports
Q. What other apps does Sage HandiSoft integrate with?
Sage HandiSoft integrates with the following applications:
Sage Business Cloud Accounting
Q. What level of support does Sage HandiSoft offer?
Sage HandiSoft offers the following support options:
Phone Support, Online Support, Forum, Knowledge Base, Video Tutorials, FAQs
