Powerful tools for boosting productivity and reducing administrative overheads
Practice Manager contains four powerful components for reducing administrative overheads and controlling your practice. Each has been designed specifically to provide your practice with an easier way to perform day-to-day tasks.
Its convenient "client-centric" control centre lets you manage all aspects of your client and team interactions with just a few mouse clicks. You can create "quick launch" icons for all of your HandiSoft modules (including previous years' HandiTax versions), as well as for other installed applications.
Fully integrated document management functionality is available to purchasers of the the Document Manager module.
1. CONTACT MANAGER
Contact Manager is a complete desktop information package that includes client and contact databases, to-do lists and electronic diaries that can be shared across your practice. It provides practice-wide access to file notes, and optionally exports diary events directly into timesheets for maximum administrative efficiency.
Contact Manager includes diary and contact details synchronisation with Microsoft Outlook, so users of Personal Digital Assistants can take their current HandiSoft client and diary data with them on the road.
Key Features
- Detailed recording of client interactions (phone calls, mail, emails, faxes, etc). These interactions or events can be transferred to timesheets at any time.
- User-definable fields for powerful, easy-to-use database filtering - ideal for marketing purposes.
- Three diary views: daily, weekly or monthly for individuals (with user-selectable time intervals in daily view) and a daily group view.
- Two timers for timing the duration of phone calls or other activities.
- Master deletion or editing of client details, such as changing reference codes.
- Generates summary management information electronically, whenever you need it. For example, you can produce a report of incoming and outgoing mail for the day.
- Annual leave planner.
- Shared and individual diaries, "to-do" lists and calendars.
- A handy user list provides instant information on employees (e.g. phone extension and present availability).
- Displays thumbnail information for clients (e.g. WIP and billing details, current jobs and status of tax forms).
- Calendar and contact data synchronisation with Microsoft Outlook and PDAs.
- Alerts for private reminders and / or appointments.
Practice Manager gives us a single screen summarising everything that is happening across the firm - when a client phones, it takes just a couple of mouse clicks to view any aspect of the work we do for them.
Lily Moran, Partner - Moran Chartered Accountants
- Versatile prospect, practice contact and client databases.
2. JOBFLOW MANAGER
One of the greatest challenges in a busy practice is maintaining visibility of everything that's going on.
Jobflow Manager makes it simple to monitor your practice's workflow by job, task, due date, staff member, manager or partner. Jobflow Manager can identify resource bottlenecks and alert you so that you can set realistic target dates and, if necessary, take remedial action to ensure that tasks are completed on time.
With every member of your practice reporting his or her progress through Jobflow Manager, you have a real-time view of how work is progressing. The Task Navigator screen makes it easy to view the status of all tasks within a job at a glance. Gantt charts display job scheduling details graphically, making it easy to identify dependencies and likely bottlenecks.
You can also use the Document Manager to attach relevant documents to tasks, as well as record any documents that are required to be completed as part of a task. If you're using Best Practice, you can also link any of its procedures and checklists to tasks that you create.
Key Features
- Quickly generate reports detailing jobs and tasks by due date, manager or partner.
- Graphical display of jobflow enhances management visibility.
- Express setup for jobs consisting of a single task.
- Automatic alerts allow you to deal with bottlenecks before they become problems.
- Interacts with Document Manager, allowing checklists and procedures to be attached to a Jobflow Manager task.
- Supports more accurate job budgeting by collecting actual performance statistics over time.
3. SECURITY MANAGER
Few practices have their own in-house computer security expert to keep their information assets safe. Security Manager is the easy way to meet important data security obligations under Australia's privacy legislation. Its simple user interface gives you precise control over the specific activities that staff members can perform with each HandiSoft module, and on which client data. For maximum flexibility, you can assign permissions to both individuals and workgroups.
Key Features
- Easy graphical configuration of security controls.
- Define access and functionality controls according to types of users in your practice - you can even hide partners' returns and your practice's accounts from general view.
- Complete lockdown of all confidential practice data.
- Optional audit trails of changes to data, detailing "who", "what" and "when".
4. DOWNLOAD MANAGER
One of the benefits of using HandiSoft is our policy of continuous product improvement, with the release of software updates throughout the year. But we also understand that keeping your software up to date manually can be time consuming.
Download Manager manages this essential function over your existing Internet connection. Simply click to check our website for updates to your licensed modules and download them in the background without interrupting any other work that you are doing with your HandiSoft software. (Refer to the section on Professional Services to find out about other easy ways to keep your software up to date.)
Key Features
- Instant view of all program versions and status (installed, available for download, and ready for installation).
- Easy control of program installations.
Security Manager and Download Manager can be purchased together as a separate module.
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