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 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.
The power HandiSoft Evo opens up new technology capabilities and functionality for your practice. HandiSoft Evo unifies all your existing client and tax data* together into one secure platform, and with your own private AI Co-Pilot 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 and you personally.
(*) initial release.
Handisoft Evo comes with a selection of tools and applications. Compare plans below.
(*) applies to Cloud and Online applications.
The base plan offering is the entry level to HandiSoft Evo. The HandiSoft Evo Base plan includes:
Get practice insights at your fingertips with our powerful and flexible analytics tool that pulls data from your Access software. The following are the initial pre-configured analytics provided for HandiSoft:
(An initial configuration is required to access HandiSoft on-premise data).
Provide impactful learning experiences with our Learning Management System. Allocate training and track completion for your team. Included for HandiSoft customers:
Our employee recognition tool encourages peer to peer recognition and employment engagement.
Connect your team with our powerful collaboration tool. Perfect for internal practice document sharing and tasks.
Our employee engagement too helps attract, retain and engage talented teams while delivering exceptional employee experience.
From within Evo users can launch into online help and support.
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.
Single Sign-on into all other Evo enabled applications which can be launched seamlessly from within Evo.
(*) SQL version is required for HandiSoft Online users.
Talk to a HandiSoft Evo specialist
The HandiSoft Evo Standard plan offers our best value plan. It includes CoPilot which opens up data across the platform. The Standard plan includes:
Get practice insights at your fingertips with our powerful and flexible analytics tool that pulls data from your Access software. The following are the initial pre-configured analytics provided for HandiSoft:
(An initial configuration is required to access HandiSoft on-premise data).
Provide impactful learning experiences with our Learning Management System. Allocate training and track completion for your team. Included for HandiSoft customers:
Our employee recognition tool encourages peer to peer recognition and employment engagement.
Connect your team with our powerful collaboration tool. Perfect for internal practice document sharing and tasks.
Our employee engagement too helps attract, retain and engage talented teams while delivering exceptional employee experience. With @everyone messaging.
From within Evo users can launch into online help and support.
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.
Single Sign-on into all other Evo enabled applications which can be launched seamlessly from within Evo.
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.
Copilot AI includes:
Intelligent alerts and notifications personalised to what is important for you (this is based on the products that have been activated to do this, initially Applause, Collaborate, Engage, Learning Lite and Access Financials.
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.
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 or insights with your data.
(*) SQL version is required for HandiSoft Online users.
(**) ATO skill and Fairwork skill is limited to 400 messages per user per month.
Talk to a HandiSoft Evo SpecialistThe HandiSoft Evo Advanced plan offering is the powerhouse of Access Evo. It includes CoPilot and Advanced data engine, which opens up data across the platform. The Advanced plan includes:
Get practice insights at your fingertips with our powerful and flexible analytics tool that pulls data from your Access software. The following are the initial pre-configured analytics provided for HandiSoft:
Business insights at your fingertips with a powerful and flexible analytics tool that pulls data from your connected Access software and 3rd parties.
(An initial configuration is required to access HandiSoft on-premise data).
Provide impactful learning experiences with our Learning Management System. Allocate training and track completion for your team. Included for HandiSoft customers:
Our employee recognition tool encourages peer to peer recognition and employment engagement.
Connect your team with our powerful collaboration tool. Perfect for internal practice document sharing and tasks.
Our employee engagement too helps attract, retain and engage talented teams while delivering exceptional employee experience. With @everyone messaging.
From within Evo users can launch into online help and support.
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.
Single Sign-on into all other Evo enabled applications which can be launched seamlessly from within Evo.
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.
Copilot AI includes:
Intelligent alerts and notifications personalised to what is important for you (this is based on the products that have been activated to do this, initially Applause, Collaborate, Engage, Learning Lite and Access Financials.
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.
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 or insights with your data.
(*) SQL version is required for HandiSoft Online users.
Talk to a HandiSoft Evo Specialist
