--- title: "HandiSoft Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about HandiSoft Software - reviews, pricing plans, popular comparisons to other Tax Practice Management products and more." source_url: "https://www.capterra.com/p/201961/Sage-HandiSoft/" page_type: "product" language: "en" --- # HandiSoft Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) HandiSoft ## What is HandiSoft? A complete suite of powerful practice solutions for Accountants and Tax Agents of all sizes, built to maximise productivity through streamlined processes and access to tools to run the entire practice, and deployed online for anytime, anywhere access. HandiSoft is simple and offers advanced features and integration to boost productivity. The client-centric interface allows you to easily access summary info and drill down to detail, making it easy to retrieve your client files. ## What is HandiSoft used for? [Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/)[Tax Practice Management](https://www.capterra.com/tax-practice-management-software/) Top alternative Featured Overall rating Based on 100 user reviews Reviews sentiment Positive 93% Neutral 1% Negative 6% Starting price $2000 Per Feature, One Time Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for HandiSoft?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.theaccessgroup.com/en-gb/construction/products/fonn/&name=HandiSoft) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### HandiSoft 4.4 (100) VS. [4.7 (3,602)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting Price $2000 Per Feature, One Time Starting Price $800 Per User, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (100) Ease Of Use 4.5 (3,602) Value For Money 3.7 (96) Value For Money 4.6 (3,012) Customer Service 4.2 (98) Customer Service 4.6 (2,909) ## HandiSoft alternatives Highest Rated [4.8 (267)](https://www.capterra.com/p/186837/Financial-Cents/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.6 (83)](https://www.capterra.com/p/10009476/Basil/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [3.8 (60)](https://www.capterra.com/p/147972/Mango-Billing/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 67% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/201961/Sage-HandiSoft/alternatives/) ## FAQs about HandiSoft Overview ### What problems does HandiSoft solve? HandiSoft solves inefficient tax and practice administration by making return preparation, yearly rollovers, document storage, and client record tracking easy to manage in one system. Accountants, tax practitioners, and small public practices benefit most from fewer filing errors, faster access to client documents, simpler module-based workflows, and reduced reliance on technical help. Answer based on 54 reviews Overview ### Which roles and teams benefit most from HandiSoft? HandiSoft is most used by accountants, tax agents, firm principals, and directors who manage client accounting and compliance work. Finance teams rely on it for tax preparation, reporting, and practice workflows, while owners, office managers, and administrators use it to oversee operations, client records, and day-to-day firm efficiency. Answer based on 100 reviews Overview ### What company size and industries is HandiSoft built for? HandiSoft is built for small accounting firms and tax agents, with 100% of reviewers from small businesses and 98% in Accounting. It also appears in Construction and Financial Services at 1% each. The main fit is accounting practice management, which represents 92% of reported use cases. Answer based on 100 reviews Features and Usability ### What are the key features of HandiSoft? HandiSoft includes core accounting practice features such as tax return preparation, client management, time tracking, billing and invoicing, and document management. Reviewers most often highlight its integrated modules for client records, ledger and tax data transfer, plus role-based access, client portal access, and reporting for small practice management. Answer based on 42 reviews Integrations ### Which third-party tools and platforms does HandiSoft integrate with? HandiSoft integrates with Sage Accounting for accounting and financial management workflows. No other third-party integrations are listed in the provided catalog data, so Sage Accounting is the specific platform confirmed for connecting HandiSoft with external business software. Answer based on 14 reviews Getting Started and Support ### How easy is it to onboard and train a team on HandiSoft? HandiSoft offers in-person training, live online sessions, webinars, documentation, and videos. Reviewers say most staff, including nontechnical users and new hires, learn core tasks quickly because the system feels logical and easy to teach. Admins configuring modules, permissions, or newer cloud products may need more time, especially when documentation falls short. Answer based on 15 reviews Getting Started and Support ### What customer support options does HandiSoft offer, and how do users rate the experience? HandiSoft offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users often describe support staff as helpful, knowledgeable, and prompt, especially by email and phone, but some report longer call waits, delayed follow-up, inconsistent service over time, and limited help outside standard hours. Answer based on 42 reviews Features and Usability ### How good is HandiSoft for preparing tax returns? HandiSoft makes tax return preparation fast and practical for many accounting firms, sole practitioners, and semi-retired accountants. It supports day-to-day lodgment work with familiar workflows, pre-fill features, and document access, though some teams want better reporting flexibility, clearer error tracing, stronger SMSF integration, and a more complete cloud experience. Answer based on 23 reviews Bugs and issues ### Does HandiSoft have bugs or error reporting issues? HandiSoft shows mixed reliability, with useful error checks for tax work but uneven issue handling in some versions. Many accountants find it easy to catch mistakes before lodgment and correct prior-year data, while others report cryptic error messages, update-related problems, cloud setup issues, and occasional software compatibility limitations. Answer based on 24 reviews ## Who uses HandiSoft? Based on Capterra reviews from the past 6 years Talk to a software expert to get a free software list tailored to your business needs ## Features AI summary Based on 1,561 Tax Practice Management reviews Capterra reviewers say these are the tax practice management features buyers care about most: - **Client Portal** (**66%** of reviewers rated this feature as critical) - **Document Management** (**62%**) - **Workflow Management** (**57%**) HandiSoft supports all three of the top features reviewers prioritize: **Client Portal**, **Document Management**, and **Workflow Management**. By covering each of these core capabilities, the product helps firms share information securely with clients, keep tax documents organized, and manage recurring tasks and deadlines more efficiently, allowing teams to improve coordination and keep work moving on schedule. Client Portal 3.7 (30) 70.00% of 30 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients Workflow Management 2.9 (15) 40.00% of 15 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Document Storage 3.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Task Management 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Client Management 3.9 (32) 81.25% of 32 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Document Management 3.9 (27) 66.67% of 27 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location HandiSoft 52 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Reminders: Reminders sent via email - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Accountants: Software specialized for accountants and accounting firms - For CPA Firms: Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Messaging: Communicate using messages within the system - Mobile Access: Access software remotely via mobile devices - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Time Tracking: Measure time to completion or hours worked for projects - Real-Time Data: Receive data and information in real time - Receipt Management: Upload, track, and submit receipts in a central database - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Tax Management: Calculation of consumption tax imposed on the sale of goods/services - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Staff Management: Schedule shifts for staff/employees, track hours worked, and manage staff payroll - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Tax Filing: The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return - Tax Forms: Declaration of income made to tax authorities - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Timesheet Management: Track the amount of time spent on a job or task - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (100) 4.3 Based on 100 reviews ## Pricing Value for money 3.7 (96) Basic $2,000 Per Feature,One Time Value for money 3.7 (96) 3.7 Based on 96 reviews ## Integrations [ Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/) 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. ## Support, customer service and training options Customer Service 4.2 (98) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.2 (98) 4.2 Based on 98 reviews ## User reviews Overall rating 4.4 Based on 100 reviews Filter by rating 5(52) 4(41) 3(1) 2(4) 1(2) Mentioned topic Sorted by most recent GB Gregory B. Director Accounting ### "Access Handisoft needs to change." 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 June 24, 2025 Overall, if there was any comparable product, we would be using it, due to the complete failure in administrative support. Pros Performs adequately for HandiLedger and HandiTax. Cons Lack of ability to modify settings and layout and user controls. Add-on services are prohibitively expensive. Complete and utter rubbish for administrative support. Release of 2025 software was an embarrassing failure. Communication is rubbish - if not mostly incorrect or absent. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ME Matt E. Director Accounting ### "Handisoft was once a great product, now terrible" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 July 22, 2024 Once upon a time amazing! Now you simply cannot get any help. Prices go through the roof and customer service plummets. Pros It was once a quality product. It has mail merge which is good, Cons New owners Access Group are terrible. Rotten customer service, never reply to emails, keep invoicing and refuse to help you - and this was when attempting to buy a product! Forget it if you are a current user - support, once provided, is now a premium extra feature. Reasons for choosing HandiSoft I didn't. I left Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. FG frank G. director Accounting ### "disgusting service" 1.0 Overall Rating 1.0 1.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 June 28, 2024 Until this year it was great but now the multinationals have take over its time to go elsewhere. Pros It is a very good program - but - see below. Cons This year customer service has gone out the window. We have been with them for 25 years and this year after they have been taken over it is 29 June and we still do not have the software to start using on Monday and they cannot expedite it. Disgusting service. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ET Elena T. Accountant Accounting ### "Handisoft is great for the reports, outdated in other regards" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 5/10 April 17, 2023 I still have a subscription to HandiLedger, I had it for 14 years already, I use GovReports for Tax lodgements, as it is way more advance and easier to use. Govreports have great support, which is well above Handisoft Pros Handisoft produces great reports, I use HandiLedge for this purpose. The formatting of Balance sheet and Profit and Loss, Depreciation reports is the best on the market Cons It is expensive, It is a bit outdated, I do not like their support. It takes an hour on average to get through their support team Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KV Kara V. Tax Agent Accounting ### "HandiSoft" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 May 20, 2022 I am generally happy Pros The ease for preparing and lodgement tax returns. Cons the error report on the tax program. I should have a better explanation and direct us to the correct item(s) numbers. Switched from [MYOB Business](https://www.capterra.com/p/183867/MYOB-Business/) I use this for invoicing Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MH Malcolm H. Accountant Accounting ### "+20 Years, Now overpriced, Cloud lacks functions" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 1/10 March 3, 2022 The overall cost for us had increased upto $10k p/a in 2019, and refusing to pay that much for software, i ceased using various modules to bring the cost down to $6-7k. For the 2021 tax year, i tried integrating to Handitax Cloud and Final Accounts, what a complete waste of time and changed back to server version. Have just looked agains for 2022 tax season and still lacks functionality, therefore not likely to move over to cloud once again. Am now looking for alternative tax and financial preparation software Pros The database integration on the server version between modules is seemless. Easy product to install, setup and use. Cons No features that would enhance the server version. With Handisoft Tax cloud, the integration was a disaster. The cloud functionality is pale in comparasion to server version. Various things did not integrate and transfer over, like spouse details. The cloud lacks basic fnunctions that all accountants will need. You can not delete clients if the tax return has been lodged that was transferred over form server version. Reasons for choosing HandiSoft I havent, as cost is not justifiable Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NW Nicole W. Director Accounting ### "Poor Customer Support" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 0.0 0.0 Likelihood to Recommend 1/10 August 22, 2021 Compiling and lodging BAS and tax returns. Pros Each year, it gets better - fewer system errors and more functionality. Cons I use both the cloud version and a hosted version and the cloud version is rubbish. I constantly have issues logging in and there is zero out-of-hours customer support - even their sales team is available more often than customer support, so it shows you where the company's priorities lie. The errors it generates are often not easy to resolve as they are not related to a specific item of the tax return. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. IS Ian S. Manager Accounting ### "HandiSoft" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 16, 2021 Pros Ease of use and professional reports, HandiTax can be prefilled from HandiLedger Cons Constant updates of HandiTax. Should be correct from the start Reasons for choosing HandiSoft Not applicable Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. HA Henry A. Accountant Accounting ### "Very good product and support" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 16, 2021 Pros Maintained its original form with technical improvements without affecting much the user knowledge of the program, contrary to other software that changes its look and functionality just to sell a "new" product! Cons Not able to easy set up various reports. Reasons for choosing HandiSoft Producing many updates without changing the form, the keys or the look Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LC Leann C. Accountant Accounting ### "A great, user friendly option for small practices" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 August 16, 2021 Pros A great, user friendly option for small practices, the inital upfront cost of software was a lot less than similar products. Cons The handiledger product was a bit more less user friendly and could sometimes be frustrating when navigating reports. Reasons for choosing HandiSoft Initial cost i.e. setup costs where a lot less expensive than MYOB AO Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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