HandiSoft Overview

HandiSoft

By The Access Group

4.6★★★★★(218 Ratings)Write review

What is HandiSoft?

HandiSoft is a comprehensive, cloud-based practice management suite built specifically for accounting and tax firms of all sizes. It delivers a full range of powerful tools designed to maximize productivity by streamlining core processes such as client management, compliance work, and firm administration. The platform offers a client-centric interface that provides quick access to summary information with the ability to drill down into detailed client files effortlessly. Deployed online for anytime, anywhere access, HandiSoft integrates advanced features and third-party connections to boost efficiency, aiming to be a single, robust solution for running an entire accounting practice from end to end.

Who it's for:

This software is exclusively for accountants, tax agents, and accounting firm partners seeking an all-in-one, cloud-based platform to manage their practice. It suits solo practitioners to large firms looking to enhance operational efficiency, improve client service, and consolidate their software stack into a unified, accessible system.

Our verdict:

HandiSoft presents a formidable and integrated suite for the accounting profession. Its depth of features, client-focused design, and cloud accessibility make it a powerful contender for firms aiming to streamline operations and leverage technology for a competitive advantage in practice management.

HandiSoft Details

HandiSoft Platforms supported

Cloud, SaaS, Web-Based

Desktop Windows

Mobile Android

Mobile iPad

Mobile iPhone

On-Premise Windows

Desktop Chromebook

Desktop Linux

Desktop Mac

On-Premise Linux

HandiSoft Support options

Chat

Email Help Desk

FAQ Forum

Knowledgebase

Phone Support

HandiSoft Training options

Documentation

In-Person

Live Online

Videos

Webinars

HandiSoft Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

HandiSoft Features

Most valued HandiSoft features by users

Approval Workflow

Billing & Invoicing

Client Management

Client Portal

Document Management

Due Date Tracking

For CPA Firms

Project Management

Staff Management

Time Tracking

Approval Process Control

Scenario Planning

Tax Filing

Tax Forms

Workflow Management

Top HandiSoft Alternatives & Competitors

1

Canopy

By Canopy

4.6★★★★★(359 Ratings)

Canopy is a modern, cloud-based practice management software built from the ground up for accounting firms. It integrates core firm operations such as client management, workflow automation, document storage, time tracki... Read More

2

Financial Cents

By Financial Cents

4.8★★★★★(159 Ratings)

Financial Cents is an all-in-one, easy-to-use practice management platform designed to help accounting firms scale their operations. It consolidates critical firm functions into a single solution, including staff managem... Read More

3

Firm360

By Firm Software

5★★★★★(62 Ratings)

Firm360 is an all-in-one, cloud-based platform designed to streamline operations and dramatically increase productivity for accounting practices. It consolidates critical functions?including client management, project ... Read More

4

Xero

By Xero

4.4★★★★(4,676 Ratings)

Xero is a powerful and intuitive cloud-based accounting platform renowned for its strong double-entry accounting foundation and excellent cash flow management tools. It provides a real-time view of financials, making it ... Read More

5

BigTime

By BigTime Software

4.7★★★★★(1,293 Ratings)

BigTime is a comprehensive professional services automation (PSA) platform designed to help service-based firms?like consultancies, agencies, and legal firms?deliver billable work profitably. It streamlines the entir... Read More

6

BQE CORE Suite

By BQE Software

4.5★★★★★(1,185 Ratings)

BQE CORE Suite is an integrated business management platform originally designed for professional service firms (like architects, engineers, and consultants), and its CORE HR module is a key component. This HR module foc... Read More

7

Jetpack Workflow

By Jetpack Workflow

4.9★★★★★(108 Ratings)

Jetpack Workflow is a specialized software solution designed to help accounting and professional service firms standardize, track, and automate their unique client workflows. Recognizing that every firm's processes are d... Read More

8

Karbon

By Karbon

4.8★★★★★(338 Ratings)

Karbon is a collaborative practice management platform built exclusively for accounting firms. It centralizes workflows, communication, email, tasks, and client work on a single platform. Karbon is designed to replace sc... Read More

9

Biller Genie

By Biller Genie

5★★★★★(53 Ratings)

Biller Genie is an accounts receivable automation platform designed to accelerate cash flow and reduce administrative workload. It automates the invoice delivery, payment reminder, and collection process, integrating wit... Read More

10

Practice Ignition

By Practice Ignition

4.8★★★★★(205 Ratings)

Practice Ignition is a comprehensive commerce and client engagement platform built specifically for accounting and professional service firms. It consolidates the entire client lifecycle into one streamlined system, enco... Read More