Document manager
An integrated HandiSoft module
Manage your electronic documents easily to boost efficiency and accuracy.
A powerful integrated document management system
HandiSoft Document Manager is practice management software that makes your accounting practice document filing and retrieval more efficient. By linking documents to client records and including powerful search tools, Document Manager makes it easy to find any electronic document within seconds. Respond to enquiries quickly and accurately with instant access to all correspondence.
Integrated
Integrates seamlessly with your HandiSoft central client database.
Secure access
Security controls allow restrictions to protect sensitive files.
Manage document changes
Maintains a record of who made changes and when for version control.
Easy to use
Easy-to-use bulk email facility to communicate with selected clients quickly.
Retrieve documents
Easily retrieve documents with powerful search metadata (keyword properties/attributes e.g. date, author, client, and document type).
Mail merge
Enhanced mail merging includes data from multiple HandiSoft modules.