We currently offer two workshops aimed at firm Partners and Practice Managers.
These are held nationally throughout specific times of the year. See below for more details.
"Developing your Practice" 
The business environment in which your practice operates is more demanding than ever. Staying ahead means doing more work at lower cost, without sacrificing client service.
We invite you to a workshop that will supply the knowledge you need to make a significant and long-term impact on efficiency and profitability within your practice.
No two practices are alike - that's why this workshop offers much more than one-size-fits-all theory. You will receive advice and practical suggestions to help manage the challenges you face every day.
This workshop includes:
- Guidance and examples on gaining efficiencies in your practice using HandiSoft's Practice Manager and Time+Billing modules
- Strategies for making Practice Manager and other HandiSoft products do more of the work
- Individual strategies and preparation of an individualized action plan for your practice
- A detailed workbook documenting the key elements of the workshop for future reference
- Valuable insights into what other practices are doing, what works and what doesn't
- Paperless office - Yes, it is possible! Tips and guidance using Document Manager Productivity tools
- New invoicing, budgets and reports in Time+Billing
PRE-REQUISITE
This workshop is exclusively for firms who use the HandiSoft PRACTICE MANAGER module.
WHO SHOULD ATTEND
This workshop is intended for both Partners and Managers of practices already using Practice Manager /
Document Manager along with Time+Billing.
THE PRESENTER
Simon Morgan has extensive experience in providing Professional Services and Education to
accounting practices Australia wide. He has a wealth of knowledge on how practices utilise HandiSoft
products to achieve maximum productivity and get the most from their software investment.
DATES, VENUES & TIMES
There are currently no workshop dates scheduled.
To enquire about the next workshop near you, please email services@sagehandisoft.com.au
COST
Price: $380.00 (inc GST) per attendee
"Paperless Office" 
When deadlines are tight, you need immediate access to client documents and practice knowledge. The good news is you already have the tools. With HandiSoft Document Manager you can store and easily retrieve any file (emails, scanned documents, practice templates or work papers) electronically, alongside client records.
Working in a paperless office does not only mean using Document Manager. There are many other ways that HandiSoft can help you reduce the paper in your office and provide an efficient electronic option for your everyday tasks.
This practical workshop will take you through a typical work day looking at ways to reduce the paper stream and increase efficiency using HandiSoft modules.
This workshop includes:
- Setting up and working in a paperless office
- Efficiently recording client communications
- Using the diary in Practice Manager to prepare timesheets
- Setting up and monitoring jobs in Jobflow
- Standardise procedures, documents and checklists
- Collating documents from Time+Billing, HandiTax and Document Manager
- Setting up Document Manager for practice use
- Storing documents electronically
- Filing scanned documents using optical character recognition (OCR)
- Emailing merge documents to groups of clients
WHO SHOULD ATTEND
This workshop is intended for those directly involved in implementing or maintaining a "paperless office". The workshop will mainly cover usage of Practice Manager and Document Manager, but will also refer to Time+Billing and HandiTax.
DATES, VENUES & TIMES - Book now
- Tue 21 Sep 9.30am-1.00pm Perth
- Wed 22 Sep 9.30am-1.00pm Melbourne
- Mon 27 Sep 9.30am-1.00pm Brisbane
- Tue 28 Sep 9.30am-1.00pm Sydney
COST
Price: $350.00 (inc GST) per attendee