FAST TRACK YOUR PRACTICE FOR SUCCESS.

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1 FAST TRACK YOUR PRACTICE FOR SUCCESS.

2 One fact sets HandiSoft practices apart from their peers regardless of size they get more done in less time.

3 TRUSTED BY 7,500 AUSTRALIAN PRACTICES Handisoft s ease of use, advanced features and integration boosts productivity in almost every area of your practice. It s no surprise that HandiTax is Australia s most widely used software of its type. New users are often surprised by the possibilities that HandiSoft creates. The client-centric interface allows you to easily access summary information and drill down to the detail, making it a breeze to retrieve your client files. Perhaps you d like to switch from one year s accounts to another or have your activities recorded in the background for automated time sheet generation? HandiSoft makes all this possible, and more. Easy to learn. Easy to maintain. Easy access to support. TOP 5 REASONS TO CHOOSE SAGE HANDISOFT One-suite solution A comprehensive suite of modules underpinned by one database for increased productivity and profit HandiSoft is unique in offering a complete, integrated suite that streamlines the production of high quality client work. Saves time & money Advanced features to automate your work flow and receive rebates for all linked Sage One clients Reliable software frees you up to focus on your practice. Drive compliance profitability through the common ledger and connected apps. User-friendly Easy to learn, use and maintain With one development team, all HandiSoft modules are designed for ease of use and to provide a consistent user experience. Our feature-rich integrated modules are continually being updated in response to feedback from our customers like you. Proven solution An industry leader; trusted by over 7,500 Australian practices With over 25 years of experience, HandiSoft is recognised as being Australia s most comprehensive and reliable practice software suite, whether you work alone or have a large team. We are 100% focused on delivering effective tools to meet the challenges of today s practices. Responsive & unlimited support Responsive, courteous, effective customer service at no additional cost Excellence in Customer Service is one of our core values. We delight in offering free telephone and support that is professional, knowledgeable and friendly. One-suite Solution: One Client Database One Directory to Backup One Support Number One Update Source

4 It s been so easy to learn, even for our less technology savvy staff. After a couple of weeks of using HandiSoft, our staff agreed it is a much better package. Lloyd Palmer, Partner Palmer Newman Ricardo

5 UP & RUNNING QUICKLY CHANGING OVER HAS NEVER BEEN EASIER With more than 25 years experience working with Australian practices, we understand the value of your client data. That s why we place special emphasis on making the transition to HandiSoft straightforward. Effective data migration Sophisticated tools convert client contact and financial data from most commonly used taxation, client accounting and practice management packages, so you can get straight to work with HandiSoft. Proven implementation methodology You will receive comprehensive support from Sage HandiSoft s Professional Services team, using our proven implementation methodology: A pre-implementation analysis to establish optimal workflows and your configuration requirements, including invoice layouts, standard paragraphs, document scanning and security settings. Assistance with installation and configuration of your new system. Personalised training that is structured to your team s needs, using practical examples. Direct contact between your team and your Sage HandiSoft consultant to resolve any issues. A post-implementation consultation to ensure the system and workflows are delivering the intended outcomes. The migration is further simplified by extensive help within the software, a comprehensive knowledge base on our website and quick access to free telephone support. We are confident that your investment in making the change will deliver ongoing improvements, experienced by over 60% of our clients who have been relying on our software for more than ten years. One-suite Solution: Client Relationship Management Document Management & Portal Tax Preparation & ELS Client Accounting Integrated Workpapers SMSF Compliance Timesheets & Billing KPI Dashboards Jobflow Management Trust Account Management SMSF & SME Audits ASIC Compliance Template Library Online Data Backups Payroll Processing Text Messaging Private Cloud Expense Management Online Accounting HandiSoft is good value for money and very easy to use. As soon as we started with HandiSoft, we realised that our old software had kept us ten years behind. Symone Sharp, Finance and Practice Manager Strategic Consulting and Accounting

6 ONE-SUITE SOLUTION Practice Management Compliance Services Client Use Cloudconnected Modules Connect Practice Manager Time+Billing Document Manager Client Portal Best Practice Practice Intelligence HandiTrust Notify HandiSecurity Wage Easy HandiTax Sage One HandiLedger SuperFund BankFeeds Workpapers HandiRegister Point&Claim HandiAsset PrivateCloud DataSecure Sage One Accounting

7 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 midmarket companies with a range of easy-to-use, secure and efficient business management software and services - from small business online accounting (Sage One), accounting practice management (Sage HandiSoft), payroll and HR (Sage MicrOpay), to business management and customer relationship management (Sage Business Solutions). Sage energises the success of businesses and their communities around the world through the use of smart technology and the imagination of our people. Sage has reimagined business and brings energy, experience and technology to inspire our customers to fulfil their dreams. We work with a thriving community of entrepreneurs, business owners, tradespeople, accountants, partners and developers who drive the global economy. Sage is a FTSE 100 company with 14,000 employees in 24 countries. For more information, visit The big advantage is that everything is integrated in HandiSoft, in particular Document Manager and the client-centric Practice Manager interface. With other products, it isn t so easy. It s very good value for money in our eyes. Rod Simpson, Practice Manager Bentley Brett and Vincent

8 I wish we d changed to using Sage HandiSoft years ago as it would have saved us a lot of angst, time and money.

9 CASE STUDY PALMER NEWMAN RICARDO Palmer Newman Ricardo found transitioning to Sage HandiSoft quick and easy. With a team of 12, Palmer Newman Ricardo is an established CPA firm based in Melbourne. The firm specialises in accounting, tax planning, payroll, business acquisitions and planning, as well as ASIC compliance for businesses in the travel and accommodation industry. Challenges faced Palmer Newman Ricardo was becoming increasingly frustrated with juggling work across six different databases, resulting in timeconsuming data entry duplication and occasional errors. They also had no clear visibility of how staff time was being allocated and ways to improve productivity levels. Frustrated by the lack of reliability with their existing software, poor technical support and having to manage multiple databases, the partners began evaluating alternatives. Following a detailed comparison of features, costs and technical support, they replaced their AO software with HandiSoft. I knew of other firms who used HandiSoft and it impressed us as a much more integrated package than what we were seeing from other suppliers, stated Lloyd Palmer, Partner at Palmer Newman Ricardo. The integrated solution The first phase of the transition was data conversion which Palmer and his team were nervous about, with significant data at risk. HandiSoft transferred our data across very quickly and with almost everything captured which was a fantastic effort. We were able to consolidate six databases into two, which has significantly reduced data entry time. Next came training which was practical and precise. The consultant was clearly very experienced and not only spent time in the office but was also available on the phone in the early weeks. Palmer adds It s been easy to learn, even for our less technology savvy staff. After a few weeks of using HandiSoft, our staff agreed it was a much better package. The need for quality support was a critical requirement for Palmer Newman Ricardo and they felt the transition was much smoother due to access to local service and responsive telephone support. Since switching to HandiSoft we ve had very little need for technical support as everything is comprehensively explained on-screen, in the F1 help and online manuals. Combined single-view interface We really like the client centric interface for viewing compliance and client data, Time+Billing and general ledger - I ve wanted that for years and it works. We also love the fact that when a client phones, it takes only a few mouse clicks to view any aspect of the work we do for them, such as payment and invoicing status or their tax or company returns. Extended reports capabilities The sophisticated reporting has made it easy for Palmer and his team to gain access to vital information and analyse what is happening in the business. Reports show WIP, productivity, invoicing and collections all in one system. The information in the reports is then used to improve practice efficiencies and cashflows. The practice management system generates detailed productivity and write-off reports, allowing the partners to write-off time to specific employees, not just general codes. It has also allowed management to identify staff performing well and reward them. The end results Palmer feels that at any time of the year, the practice is now way ahead of where it was in previous years. They have greater controls in place than they ve ever had, improving workflows and staff productivity levels which ultimately has positively impacted client profitability. We now have much greater visibility over our most valuable clients and how much time we spend on phone calls and nonbillable administration. HandiSoft has also helped us improve debt collection as we can monitor our cashflow situation and send reminders to clients to ensure payments are received. The end result has been a very happy team. We would highly recommend HandiSoft to other clients researching practice management software options.

10 The team at Sage Handisoft was great, and was able to switch us onto their practice management suite smoothly and seamlessly. Jon Anstee, Partner Hajos Anstee & Associates HANDISOFT S CLOUD DEVELOPMENT In combination with our development strategy to extend the desktop version of HandiSoft using web-based add-on modules, we are leveraging Sage s global innovations to develop a completely online version of HandiSoft. The cloud suite is being built on the Sage One Accountants Edition and will integrate tax, client accounting and practice management modules. Concurrently, development will continue to take place to enhance HandiSoft s desktop version, giving our customers greater choice in how they want to access and use their practice software. With 25 years of development experience in this market, our product suite will continue to evolve and be enhanced over time, with a staggered release of our cloud version of HandiSoft as each module becomes available. A timeline of cloud-suite development NOW HandiSoft Single Suite in the Cloud Sage One Accountants Edition HandiTax 2016 SBR Tax Prep Practice Management Common Ledger Analysis & Advice Connect Timesheets & Billing Jobflow Management Document Management

11 One-suite Solution: One Client Database One Support Number One Update Source One Directory to Backup Contact us Brisbane Melbourne Perth Sydney Sales Facsimile