# Compare Firm360 vs HandiSoft 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Firm360 and HandiSoft based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/197013-201961/Firm360-vs-Sage-HandiSoft

---

# Firm360 vs HandiSoft Features and Cost Comparison

Last updated June 3rd, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Firm360HandiSoft2/4 selected

[Firm360](https://www.capterra.com/p/197013/Firm360/)[4.7 (159)](https://www.capterra.com/p/197013/Firm360/reviews/)

[HandiSoft](https://www.capterra.com/p/201961/Sage-HandiSoft/)[4.4 (100)](https://www.capterra.com/p/201961/Sage-HandiSoft/reviews/)

[## Firm360](https://www.capterra.com/p/197013/Firm360/)[4.7 (159)](https://www.capterra.com/p/197013/Firm360/reviews/)

Starting Price

$49.00/month

Value-for-Money

4.6

Functionality

4.5

Ease of Use

4.6

Customer Service

4.8

Reviews Sentiment

BB

Based on [159 reviews](#user-reviews)

Positive

151

Neutral

6

Negative

2

[## HandiSoft](https://www.capterra.com/p/201961/Sage-HandiSoft/)[4.4 (100)](https://www.capterra.com/p/201961/Sage-HandiSoft/reviews/)

Starting Price

$2000.00one time

Value-for-Money

3.7

Functionality

4.3

Ease of Use

4.4

Customer Service

4.2

Reviews Sentiment

RY

KM

Based on [100 reviews](#user-reviews)

Positive

93

Neutral

1

Negative

6

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## Summary

* * *

Key features rated by users

Features selected based on 3,261 reviews from accounting practice management software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

80%Fit

High performer

Feature ratings

Client Portal

4.6

Task Management

4.6

Client Management

4.8

Document Management

4.5

Due Date Tracking

3.8

70%Fit

Not enough reviews

Feature ratings

Client Portal

3.7

Task Management

3.0

Client Management

3.9

Document Management

3.9

Due Date Tracking

3.0

User satisfaction

User satisfaction

4.7

User reviews[159](https://www.capterra.com/p/197013/Firm360/reviews/)

Ease of use

4.6

Functionality

4.5

Value for money

4.6

Customer support

4.8

User satisfaction

4.4

User reviews[100](https://www.capterra.com/p/201961/Sage-HandiSoft/reviews/)

Ease of use

4.4

Functionality

4.3

Value for money

3.7

Customer support

4.2

Price starts from

Price starts from

$49Per User, Per Month

-   Free version
-   Free trial

Price starts from

$2000Per Feature, One Time

-   Free version
-   Free trial

Best for

Best for

Accounting firms, CPAs, and accounting professionals.

Best for

Tax agents and accounting firms who need powerful tax and compliance software or need a full solution to help manage practice workflow and productivity.

## User reviews

Pros & cons

BB

Benjamin B.

CFO

> "The software has streamlined so many aspects of our day-to-day operations—client management, workflow tracking, document..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004032)

TB

Tempi B.

Certified Public Accountant

> "The small things we dislike are not deal breakers and the efficiency, data security and workflow support the software..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003964)

BB

Benjamin B.

CFO

> "The software has truly transformed the way our tax and accounting firm operates by giving us a centralized platform for..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004032)

TB

Tempi B.

Certified Public Accountant

> "Our clients struggle with using a mobile device for document upload."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003964)

Ashleigh L.

Audit Manager

> "From time tracking to billing and project management, it’s an all-in-one solution that has streamlined our workflows and..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6632744)

KY

Kelly Y.

Staff Accountant

> "I know it's important, but being automatically logged out after a certain time and re-signing in and waiting for the text..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6537861)

MR

Monica R.

Enrolled Agent and President

> "Now, everything is streamlined in one place—client management, document storage, task tracking, and communication."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247)

CT

Christine T.

Payroll Specialist

> "not being able to set up reoccurring projects in multiple clients at once"

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6400009)

KR

Krunal R.

Senior Tax Accountant

> "This consolidation helps firms streamline workflows and eliminate the chaos of using disconnected systems."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003923)

TO

TAMMY O.

Administration

> "Search bar in printing to file is small and hard to click on."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6382436)

BB

Benjamin B.

CFO

> "Firm360 has become an indispensable tool for us, and we genuinely feel it has elevated the way we serve our clients."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004032)

AC

Alessandro C.

Chief Operating Officer

> "There are many issues that were a step back for us as a firm."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6403393)

MR

Monica R.

Enrolled Agent and President

> "The software is also very intuitive; onboarding was smooth, and the customer support team is fantastic—responsive,..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247)

SB

Shayla B.

Staff Accountant

> "It's not as visually organized as I'd prefer"

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6618020)

MR

Monica R.

Enrolled Agent and President

> "My team knows exactly what needs to be done and when, which has improved both productivity and client satisfaction."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247)

DB

David B.

Owner

> "Hard to find a support telephone phone #"

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6425882)

SM

Shauna M.

Project Coordinator, Executive Assistant

> "With Firm360, the documents are immediately and reliably delivered to a client when we want."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6351687)

TA

Tyler A.

Owner

> "There isn't much that isn't available that my firm needs."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4948216)

MJ

Melissa J.

Admin

> "I have enjoyed using FIRM 360, it has been a huge upgrade from our previous software and keeps everything in one palce."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003912)

JT

Julie T.

Admin assistant

> "Not being able to complete a task and record my time after it's completed"

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4188929)

KG

Kelli G.

Accountant

> "The client portal eliminates the need to pass paperwork or clutter up email inboxes."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6612236)

HK

Hannah K.

Staff Accountant

> "It was difficult to create a due date list for projects that were assigned to me."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4254560)

MR

Monica R.

Enrolled Agent and President

> "What I love most is the workflow automation—nothing falls through the cracks anymore."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247)

MB

Meghan B.

Owner

> "The onboarding process has felt clunky, and it seems that the Firm360 person doesn't understand my questions a lot of the..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4195698)

KR

Krunal R.

Senior Tax Accountant

> "The overall experience with Firm360 is positive, especially for small and medium-sized accounting firms."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003923)

DR

Daniel R.

President

> "Their customer service and bad business tactics are the worst i have ever experienced in my 40 years of running a CPA firm)..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4230198)

MD

Meghann D.

Receptionist

> "Firm360 does a great job of keeping all of our client's files at our fingertips."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6360402)

ZJ

Zanette J.

Office Manager

> "It’s just a lot to learn."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6171549)

ME

Michelle E.

Firm Administrator

> "This saves so much time not having to save to your computer and then upload the PDF."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6540425)

TM

Tracy M.

CPA

> "I Got spoiled by Thomson Router's file cabinet features I guess, plus firm 360 was implemented during tax season, so there..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514705)

JA

Jodi A.

Partner

> "Timekeeping and reporting functions are easy to use and Dashboard is a great way to track your "To do" list."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6590577)

JP

Julie P.

Senior Administrative Assistant

> "The only thing I didn't like is the constant emails when a client uploads a document. But I think they are working on..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514450)

Ashleigh L.

Audit Manager

> "The software is intuitive, user-friendly, and designed with the needs of accounting professionals in mind."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6632744)

SP

Sonja P.

Owner

> "One thing that I find I'm missing is the email function to be able to send and reply to emails."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___2953755)

SR

Stephanie R.

Ownner

> "I have found productivity increasing and billing to be easier once I got started with it."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6538397)

CM

Cynthia M.

Administrative Manager

> "I don't like that I can't run a better time entered report to calculate payroll hours to be paid. "

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514250)

ME

Michelle E.

Firm Administrator

> "I am fairly new to Firm360 but it seems to be very user friendly and has good searching capabilities."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6540425)

JP

Janice P.

Office Manager

> "The search/filter functions aren't available on all input fields."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514815)

JS

Joshua S.

Partner

> "Firm360 is so intuitive and easy to use. If you have ever used a computer you can use Firm360. Firm360 has everything our..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___5068107)

CA

Christopher A.

Manager

> "Staff seems resistant to change........."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4224511)

AN

Alan N.

Owner

> "We also like that Firm360 is very active and dynamic and changing with new technology, and not in a way that is trying to..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6157003)

LA

Leigh A.

Communications Director

> "Any struggle you have with the software is either misusing it or the staff can add it as a feature pretty quickly."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___2931290)

MM

Mario M.

Quality Control

> "It made it so easy to look for a project and assigned tasks."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6556330)

VS

Virginia S.

Office Administrator

> "I don't like going "out of a client" and then have to search for another one that was tied to the first one."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514235)

Kentall S.

Sales And Marketing Associate

> "Furthermore, the program provides configurable branding choices, allowing businesses to tailor the platform with their own..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4745652)

MP

Melinda P.

Staff Accountant

> "Lack of training."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4217436)

JA

Jodi A.

Partner

> "Overall the product was exactly what we needed to organize our practice."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6590577)

VS

Virginia S.

Office Administrator

> "Asking the client to email us saying there is a document uploaded doesn't seem right. "

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514235)

KG

Kelli G.

Accountant

> "Project collaboration across a team is easier than ever."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6612236)

CH

Cyndi H.

Owner

> "The one feature I don't especially like about Firm 360 is that all clients must have a client number and that is how your..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___2470565)

DM

Dawn M.

Partner

> "They were always available. As I use the program more, I am finding it easy to navigate."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6543458)

JP

Janice P.

Office Manager

> "There is no true integration with Outlook."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514815)

MM

Mario M.

Quality Control

> "It's supper easy to use and helpful to keep your files organized."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6556330)

GC

Gabriela C.

Accounting Associate

> "I did not like that you can't edit the task only the project."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3536108)

KY

Kelly Y.

Staff Accountant

> "Overall the application is great and we're learning new ways to use it every day."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6537861)

BW

Ben W.

Senior Accountant

> "I think there are some repetitive features within the software."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3516461)

[View Reviews](https://www.capterra.com/p/197013/Firm360/reviews/)

RY

Roxanne Y.

Accountant

> "My office is set up in my home, so I particularly appreciate the client portal function, which enables me to look after..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987867)

GB

Gregory B.

Director

> "Complete and utter rubbish for administrative support."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#SoftwareAdvice___6841920)

KM

Kerryn M.

director

> "The interactive modules means we have Tax, Ledger, Time and Billing along with Document storage and also a Practice..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3001985)

ME

Matt E.

Director

> "Now you simply cannot get any help."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#SoftwareAdvice___6402554)

NA

Nyree A.

Director

> "The full integration of client management, time costing, invoicing, ledger, tax returns, document management, jobflow and..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3019996)

TW

Tamra W.

Accountant

> "Our system is server based and over the last two years as the product has become more cloud based the desktop version has..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3002113)

SZ

SABINE Z.

MANAGER

> "I like the workpapers facility. Although we do not use the workpapers provided by the workpapers program, it enables us..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3013584)

KS

Karin S.

TAX AGENT

> "in 25 years - not bad, mostly hard if you start working and an error comes up - call the ATO and they advise it is a..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2996080)

KM

Kerryn M.

director

> "Having interactive modules makes management of our accounting practice easier and staff can be given access to only the..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3001985)

ET

Elena T.

Accountant

> "It is expensive, It is a bit outdated, I do not like their support."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___4743126)

NA

Nyree A.

Director

> "The sue of DataHub is also beneficial in obtaining reports necessary to running and maintaining an accountancy practice."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3019996)

KC

Kathy C.

Manger

> "HandiTax - working out why error messages appear can be difficult and time consuming and not always logical ie problem..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3002250)

JP

Jeremy P.

Accountant

> "I like the fact that the modules are integrated and the transfer of data between them is seamless"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987976)

ET

Elena T.

Accountant

> "It takes an hour on average to get through their support team"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___4743126)

PD

Pamela D.

Tax Agent

> "I have been using Handitax for years, it has always been easy, reliable, quick , easy to send returns by email to clients,..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3008190)

MJ

Melanie J.

Director

> "The feature that i least like is that the software is expensive to add on other modules when other provides are offering..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3018219)

RY

Roxanne Y.

Accountant

> "I like that it's fully integrated, and I can have everything for each client in one place. "

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987867)

MH

Michael H.

Principal

> "The only downside to the software I have ever found is the is the number of characters allowed on a line of imput."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3011102)

CI

Catherine I.

Owner

> "I like the document layouts as they are easy to talk through with clients and clients like the layout of the reports."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3004608)

FG

Frank G.

Business Owner

> "I tried valiantly a few times to venture into this, but the complexity, the lack of ease, the difficulty that requires..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2988036)

TW

Tamra W.

Accountant

> "Ease of use, low rate of error or interruption of service and effective for the purpose of build allowing you to extend..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3002113)

RR

Ratna R.

Principal

> "On HandiTax, the tracing of tax return errors is sometimes difficult to navigate."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2989997)

NF

Neil F.

Tax Consultant

> "It suits our business and helps with both clients and reporting requirements"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3010838)

NW

Nicole W.

Director

> "The errors it generates are often not easy to resolve as they are not related to a specific item of the tax return."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3032617)

JR

Justine R.

Accountant/Director

> "This software is customisable so you only need to pay for the modules you require and it is easy to use once you have..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2989745)

MH

Malcolm H.

Accountant

> "The cloud functionality is pale in comparasion to server version."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#GetApp___3391729)

MH

Michael H.

Principal

> "The Product is very easy to use even for a "newey" with self explanations if in doubt and errors being flagged and..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3011102)

LC

Leann C.

Accountant

> "The handiledger product was a bit more less user friendly and could sometimes be frustrating when navigating reports."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3020042)

GF

Graham F.

Sole Practitioner

> "Had a very good relationship with the original developer \[SENSITIVE CONTENT\] and loved the time difference between NSW and..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2992721)

PP

Pamela P.

Director

> "Really difficult to train staff on new software and then you are required to pay more for training. "

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3005202)

HM

Helen M.

Accountant

> "It is very user friendly, straight forward in its approach to tax, logical in its set-up, easy to teach to new staff..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3010863)

DC

Donna C.

Sole Practitioner

> "I find it difficult to adjust/create my own personalised reports."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3002282)

CI

Catherine I.

Owner

> "For me the best software for reporting to clients"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3004608)

JR

Justine R.

Accountant/Director

> "Does have some issues with compatibility with some online softwares."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2989745)

MY

Mary Y.

Principal

> "I have stayed with them, despite the lure of the online tax software suppliers because of their phone support."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987831)

AB

Anthony B.

Accountant

> "Some functions don't work properly on early issues."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3010840)

GF

Graham F.

Sole Practitioner

> "Many of the early improvement came from some of our requests for additional features."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2992721)

DW

Dennis W.

Accountant

> "Occasionally cannot decipher the error reports"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2988237)

CP

Claude P.

Director

> "Handisoft is the program we have used for 25+ years from its inception and we have grown with it and noted its benefits..."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987856)

AG

Angela G.

Accountant

> "I didn't like SuperFund, I found it was a little clunky and less streamlined"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987854)

CP

Claude P.

Director

> "Clear usable program with minimal fuss of movement between modules"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987856)

DR

Dewan R.

Practice Owner

> "integration with other system is difficult and confusing."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3002691)

GJ

Greg J.

Accountant

> "Ease of use and portability, the training and support available as well as the friendly staff I have dealt with."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987934)

HL

HELMUT L.

pRINCIPAL

> "Recently had problems with your sales department - I was not able to talk to anyone for a number of weeks"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2989889)

SA

Stephen A.

Principal

> "I like the flexibility of editing transactions ."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2988013)

KM

Kerryn M.

director

> "This has meant slower resolution to issues."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3001985)

NL

Nerida L.

Proprietor

> "Handisoft is very easy to use and I love how you can identify errors before lodgement. "

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987892)

AD

ANH D.

Tax accountant

> "very difficult to set up the client tax return cover."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987853)

RB

Roger B.

principal

> "One of the key features is the support offered."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987882)

BM

Barry M.

Accountant

> "The cost is very high and dislike how long it takes to get through to the help people bit silly"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3002045)

PD

Peter D.

Accountant

> "It is very user friendly, however many reports are available, considering the amount paid."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2988123)

RR

Rosanna R.

Sole director

> "Have been using this software for almost 20 years and have never had cause to look elsewhere for a solution to my needs."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987872)

RM

Rhett M.

Accountant

> "ATO compliance and lodgements are relatively easy to achieve."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3019946)

HA

Henry A.

Accountant

> "Not able to easy set up various reports."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3020085)

RA

Robert A.

Principal

> "Easy to understand and can be adapted to all types of organisations."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3011109)

GF

Gordon F.

tax agent

> "Recently... lack of a cloud solution."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3002139)

RB

Roger B.

principal

> "Loved the seamless interaction of the modules."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987882)

VR

Verified Reviewer

Tax Accountant

> "The errors have always been a bit odd."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3004866)

SA

Shirley A.

Principal

> "I continue to use Handisoft because I have been using it for over 25 years and just don't want to change now."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3005698)

BM

Barry M.

Accountant

> "shouldnt really have been put to market with so many issues"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3002045)

LM

Luke M.

Principal

> "This was an easy to use product that works in well with our business systems."

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___2987981)

FH

Frank H.

Tax Accountant

> "cost was too high"

[See full review](https://www.capterra.com/p/201961/Sage-HandiSoft/#Capterra___3002561)

[View Reviews](https://www.capterra.com/p/201961/Sage-HandiSoft/reviews/)

## User interface

[Firm360](https://www.capterra.com/p/197013/Firm360/)

4.69 (159)

[HandiSoft](https://www.capterra.com/p/201961/Sage-HandiSoft/)

4.37 (100)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Accounting

207

Important

Accounting Integration

150

Important

Activity Dashboard

120

Important

Firm360

Top features

40/50

-   Accounting
-   Accounting Integration
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Appointment Management
-   Approval Process Control
-   Approval Workflow
-   Audit Trail
-   Billing & Invoicing
-   Client Management
-   Client Portal
-   Configurable Workflow
-   Credit Card Processing
-   Customizable Branding
-   Customizable Reports
-   Customizable Templates
-   Data Import/Export
-   Document Management
-   Document Storage
-   Document Templates
-   Due Date Tracking
-   Electronic Payments
-   Email Management
-   Expense Tracking
-   Financial Analysis
-   Financial Management
-   For Accountants
-   For CPA Firms
-   Generative AI
-   Invoice Management
-   Invoice Processing
-   Messaging
-   Multi-Currency
-   Online Payments
-   Progress Tracking
-   Project Management
-   Project Time Tracking
-   Reminders
-   Reporting/Analytics
-   Reporting & Statistics
-   Search/Filter
-   Secure Data Storage
-   Staff Management
-   Status Tracking
-   Task Management
-   Third-Party Integrations
-   Time & Expense Tracking
-   Timer

[See all features](https://www.capterra.com/p/197013/Firm360/#features)

HandiSoft

38/50

-   Accounting
-   Accounting Integration
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Appointment Management
-   Approval Process Control
-   Approval Workflow
-   Audit Trail
-   Billing & Invoicing
-   Client Management
-   Client Portal
-   Configurable Workflow
-   Credit Card Processing
-   Customizable Branding
-   Customizable Reports
-   Customizable Templates
-   Data Import/Export
-   Document Management
-   Document Storage
-   Document Templates
-   Due Date Tracking
-   Electronic Payments
-   Email Management
-   Expense Tracking
-   Financial Analysis
-   Financial Management
-   For Accountants
-   For CPA Firms
-   Generative AI
-   Invoice Management
-   Invoice Processing
-   Messaging
-   Multi-Currency
-   Online Payments
-   Progress Tracking
-   Project Management
-   Project Time Tracking
-   Reminders
-   Reporting/Analytics
-   Reporting & Statistics
-   Search/Filter
-   Secure Data Storage
-   Staff Management
-   Status Tracking
-   Task Management
-   Third-Party Integrations
-   Time & Expense Tracking
-   Timer

[See all features](https://www.capterra.com/p/201961/Sage-HandiSoft/#features)

### Recognition

Firm360

Best Value Time TrackingSoftware (2023) 

No recognitions have been awarded to HandiSoft

### Deployment & support

Firm360

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

HandiSoft

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Firm360

-   By Firm Software
-   Located in United States
-   Founded in 2019

HandiSoft

-   By The Access Group
-   Located in United Kingdom
-   Founded in 1996

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