Sage HandiSoft introduces Client Portal to reduce administrative downtime for accountants and their clients
Announcement posted by Sage Australia 24 Feb 2015
Integrated document management portal syncs with HandiSoft Document Manager to increase file management efficiency
SYDNEY, 24 FEB 2015 – Sage HandiSoft, the leading practice management solution provider servicing over 7,500 accountants, today unveiled its new Client Portal module, which enables users to securely share, exchange and digitally approve client files online.
Accountants can easily brand and personalise the Client Portal to suit their end clients. As the portal integrates with HandiSoft Document Manager, accountants can create folders for their individual clients in order to share and exchange files such as accounting data, tax returns and financial statements in a highly secure, encrypted environment. These files can be easily uploaded or downloaded by relevant parties, providing real time accessibility. Users can view all documents that have been created, approved and those that still require further action, and clients have the ability to digitally sign off documents. Additionally, automatic email notifications are provided when files are uploaded or sent.
Key features and benefits of Client Portal include:
“Client Portal is a great tool for our Accountants and will increase efficiency and accessibility by enabling their clients to conveniently download and access documents in a highly secure manner, 24/7. It delivers a high level of sophistication and security control for end clients; removing barriers to access and enabling better time management,” said Alan Osrin, Managing Director of Sage Software Australia.
Since the inception of Client Portal, there has been a high and early rate of adoption by users, indicating a clear acceptance of the product and its effectiveness in addressing the needs of today’s mobile workforce.
“The portal allows accountants and end clients to work more efficiently. Accountants can now spend their time focusing on greater value-adding tasks as opposed to locating a file for a client, and their clients can access important information and files as and when they need them. We all live hurried lives, and we want today’s technology to work better for us. This is why we created Client Portal,” continued Alan.
Overall savings can be enjoyed by both the accountant and end client. Client Portal removes the document handling and processing times involved with long email chains and having to scan back documents and eliminates courier and postage expenses. Client Portal also removes the possibility of losing documents at the hands of a third party, and brings the entire process that could take hours of correspondence down to mere minutes with self-service, anytime capability in a secured environment.
“We use all of the Sage HandiSoft suite to run our business. Client portal will be very useful for a lot of our clients and we have quite a few clients using it. It has already helped a client who used to send us large files via DropBox and now uses the portal to transfer and review files. It’s working really well,” said Joel Curry, Incentive Accountants and Sage HandiSoft user.
“I’ve used the Sage HandiSoft suite for over 10 years now. We have been waiting for something like this to improve efficiency. The fact it also links into Document Manager is a real bonus. It’s a very exciting addition to the suite and will improve both client relations and our administrative processes,” said Sandra Magann, Sea Change Accounting Solutions and HandiSoft user.
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About Sage
Sage Australia, is a subsidiary of The Sage Group plc and has offices throughout Australia and New Zealand, and more than 25 years’ experience in both local markets. We provide small and medium sized organisations, and mid-market companies with a range of easy-to-use, secure and efficient business management software and services - from accounting (Sage HandiSoft), payroll and HR (Sage MicrOpay), to payments, enterprise resource planning and customer relationship management (Sage Business Solution).
Accountants can easily brand and personalise the Client Portal to suit their end clients. As the portal integrates with HandiSoft Document Manager, accountants can create folders for their individual clients in order to share and exchange files such as accounting data, tax returns and financial statements in a highly secure, encrypted environment. These files can be easily uploaded or downloaded by relevant parties, providing real time accessibility. Users can view all documents that have been created, approved and those that still require further action, and clients have the ability to digitally sign off documents. Additionally, automatic email notifications are provided when files are uploaded or sent.
Key features and benefits of Client Portal include:
- Seamless integration with Document Manager
- Real time client service: Improves client relationships by allowing you to work efficiently
- Self-service: Access documents you or your client may need anytime, anywhere
- Time saving: Reduces time handling and processing documents
- Cost savings: From using your time efficiently and removing postage costs and risk of lost paperwork
- Secured: 128 bit encryption and industry best practice standards couple with authenticated digital signatures
- Branded client portal: Add your own logo to personalise the experience
- Easy to use: Simply drag & drop to share files with your clients
- Excellent search facility: Search easily using keywords, author, comment or document text
- Automatic notifications: Get alerted when a client sends a file or vice versa
“Client Portal is a great tool for our Accountants and will increase efficiency and accessibility by enabling their clients to conveniently download and access documents in a highly secure manner, 24/7. It delivers a high level of sophistication and security control for end clients; removing barriers to access and enabling better time management,” said Alan Osrin, Managing Director of Sage Software Australia.
Since the inception of Client Portal, there has been a high and early rate of adoption by users, indicating a clear acceptance of the product and its effectiveness in addressing the needs of today’s mobile workforce.
“The portal allows accountants and end clients to work more efficiently. Accountants can now spend their time focusing on greater value-adding tasks as opposed to locating a file for a client, and their clients can access important information and files as and when they need them. We all live hurried lives, and we want today’s technology to work better for us. This is why we created Client Portal,” continued Alan.
Overall savings can be enjoyed by both the accountant and end client. Client Portal removes the document handling and processing times involved with long email chains and having to scan back documents and eliminates courier and postage expenses. Client Portal also removes the possibility of losing documents at the hands of a third party, and brings the entire process that could take hours of correspondence down to mere minutes with self-service, anytime capability in a secured environment.
“We use all of the Sage HandiSoft suite to run our business. Client portal will be very useful for a lot of our clients and we have quite a few clients using it. It has already helped a client who used to send us large files via DropBox and now uses the portal to transfer and review files. It’s working really well,” said Joel Curry, Incentive Accountants and Sage HandiSoft user.
“I’ve used the Sage HandiSoft suite for over 10 years now. We have been waiting for something like this to improve efficiency. The fact it also links into Document Manager is a real bonus. It’s a very exciting addition to the suite and will improve both client relations and our administrative processes,” said Sandra Magann, Sea Change Accounting Solutions and HandiSoft user.
#END#
About Sage
Sage Australia, is a subsidiary of The Sage Group plc and has offices throughout Australia and New Zealand, and more than 25 years’ experience in both local markets. We provide small and medium sized organisations, and mid-market companies with a range of easy-to-use, secure and efficient business management software and services - from accounting (Sage HandiSoft), payroll and HR (Sage MicrOpay), to payments, enterprise resource planning and customer relationship management (Sage Business Solution).