Display all of your client’s company information, notes, a profit and loss widget and banking widget.
Do more with less time and access all your clients' data from one place, so you can concentrate on helping them thrive.
Sage HandiSoft practice management software integrates with Sage Business Cloud Accounting which allows you to import your client’s transactions into HandiLedger and BAS into HandiTax.
The company console is designed to help you keep track of your accounting and bookkeeping tasks for each client within the platform. Your clients can send virtual notes which appear within the dashboard for you to action.
Save time by doing timesheets for your clients from your dashboard. Track projects & tasks, share files & help your clients turn billable hours into invoices.
Easily onboard new clients and collaborate with them and your colleagues on their data in real time.
On-board your client base with ease.
Everything you need to take care of your clients
Sign up to the Sage Business Cloud Accounting Certified Adviser program for a free 35 day trial.
You will be assigned to a dedicated Partner Manager.
Attend webinar training at a time to best suit your schedule.
Our support team are ready to offer support over the phone or email to steer you in the right direction quickly.
Use for your clients or simple online accounts with cash-based businesses. *Only available to Sage HandiSoft customers.
We can step you through the onboarding process in detail to ensure fast and efficient set up.
Client data, at your fingertips.
Access your client’s data in a matter of seconds. Set up reminders of any new notes or tasks, whether they are due or overdue.
Monthly and daily views will display all tasks and notes that are overdue, due today as well as those tasks that are scheduled to start.
Displays your client’s company information, notes that you need to action, a Profit and Loss widget as well as a widget with banking information.
Designed to help you keep track of the various accounting or bookkeeping tasks that you do for each of your clients.