# Page 2 | HandiSoft Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - Is HandiSoft the right Tax Practice Management solution for you? Explore 100 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/201961/Sage-HandiSoft/reviews

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HandiSoft

4.4 (100)

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Last updated March 13th, 2026

# Page 2 - Reviews of HandiSoft

## Showing most helpful reviews

Showing 26-50 of 100 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

PP

Pamela P.  
Director  
Accounting  
Used the software for: 2+ years

### "Disappointing"

August 10, 2021

2.0

Experience over the past 12 months very disappointing. \[SENSITIVE CONTENT\] have tried to assist, I comment these 2 staff members, but they are trying to help so many practices that it is difficult I feel for them also.

Pros

Handitax is good. Handiregister is good.

Cons

HandiLedger was good but without Accountants Cloud addons required in the new environment, no one wants to rekey data from other programs like Xero. Now we have to buy HandiLedger and Final Accounts. The manuals for the new Final Accounts, Tax in Cloud, Accountants Cloud are poor. Really difficult to train staff on new software and then you are required to pay more for training.

Reason for choosing HandiSoft

Previously, when we were all on servers Hsoft was a great product, but now?

Review Source

SK

Sandra K.  
Proprieter  
Accounting  
Used the software for: 2+ years

### "Handisoft - Tax Practitioner Software"

August 3, 2021

4.0

After 25yrs I have changed my Tax Software& my Time & Billing Software & Superfund Software. Mostly due to the cost of the software. I have since found the software I have swapped to has better functionality as well. I have also found the software support is not as good as it used to be.

Pros

I like the fact that it is a well integrated system if you get several modules. Easy to install on desktop & workstations. Mostly user friendly.

Cons

The online Appstream Access is very slow to load up & is more susceptible to internet speeds or congestion. SuperFund software is not very practical for SMSF's with real property acquisitions & sales.

Review Source

KM

Kerryn M.  
director  
Accounting  
Used the software for: 2+ years

### "Practice Management Package"

August 9, 2021

4.0

Having interactive modules makes management of our accounting practice easier and staff can be given access to only the modules they need. Practice security means we can set different levels of access. Document storage has meant we can keep emails and signed documents within reach so less paper and no leaving your desk to review historic work. Dont use enough of the features but what we use is reliable.

Pros

Have used Handi for many years. The interactive modules means we have Tax, Ledger, Time and Billing along with Document storage and also a Practice Management module so you can move between any of the modules quickly and easily.

Cons

After 11 years of use have just found this last year more glitches with downloading from MYOB and other software and have no Australian phone support service. This has meant slower resolution to issues.

Review Source

NA

Nyree A.  
Director  
Accounting  
Used the software for: 2+ years

### "Public Practice Accounting Software"

August 16, 2021

5.0

I have been using HandiSoft for over 25 years and have got to see the development over this time. The full integration of client management, time costing, invoicing, ledger, tax returns, document management, jobflow and workpapers makes it easy to work with and it is a user friendly.

Pros

HandiSoft is a fully integrated accounting software product for Public Practice accountancy firms. You only need to set up the client information once and the client information is available across all components of the software. The sue of DataHub is also beneficial in obtaining reports necessary to running and maintaining an accountancy practice.

Cons

There is no integration for SMSF's. If there is integration between other SMSF software and importing into HandiTax so all client tax returns are in the one program that would make the lodgements of all entities easier.

Reason for choosing HandiSoft

Familiarity of the product and knowing out to change reports as needed. Value for money also.

Review Source

FG

Frank G.  
Business Owner  
Accounting  
Used the software for: 2+ years

### "20+ Years User"

August 3, 2021

4.0

Very good product overall, but very expensive, and the annual increase in cost over the years has never been, in my mind, able to be justified, especially if we compare the increases with inflation.

Pros

Very good product, generally easy to use, and good support for technical matters

Cons

This time last year, I raised an issue with Handisoft, on a matter which impacted negatively on productivity. Despite the customer support officer showing good level of understanding of the issue, and seemingly willing to help, and despite numerous phone calls, emails back and forth, to date, one year on, matter still not resolved. In fact last I heard from the operator was 12/12/20, and NOTHING since. Very disappointing. And I also wish to mention about the very scary functionality surrounding report writing. I tried valiantly a few times to venture into this, but the complexity, the lack of ease, the difficulty that requires almost an programming degree, has left me avoiding this at all costs.

Reason for choosing HandiSoft

Initially (over 20 years ago!) because I wanted the best.

Review Source

SM

Sue M.  
Principal  
Accounting  
Used the software for: 2+ years

### "Long term user"

August 4, 2021

5.0

Our overall experience is very good that's why we've not changed.

Pros

We have been using Handisoft since around 2003 when we moved from another provider. We find it easy to use however do struggle at times to keep up to date with new features. We would like to see more updates explaining new features and ways in which they can be used. If we were aware of them we'd probably utilize them a lot more.

Cons

In Handiledger there is Graphs option however it only reports on balances for 1 year by month. As we don't use Handiledger on a daily basis for any clients, this feature is useless. I'd like to see an overview facility that shows comparisons year on year in a graphical way. This would be useful for us when doing annual sign off meetings with clients.

Reason for choosing HandiSoft

Easy to use, pricing value for money.

Review Source

KV

Kara V.  
Tax Agent  
Accounting  
Used the software for: 2+ years

### "HandiSoft"

May 20, 2022

5.0

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

GF

Gordon F.  
tax agent  
Financial Services  
Used the software for: 2+ years

### "was good... not now"

August 9, 2021

4.0

Previously... good. Recently... money grabbing and lack of investment in a proper cloud system.

Pros

It used to be reliable, reasonable value for money, low tech.

Cons

Recently... lack of a cloud solution. Venal pricing policy for legacy access to systems and data that I though I owned. $4,500 pa merely to log on and access my past records !!!!!!

Reason for choosing HandiSoft

I have left Handisoft tax software as the Xero tax software is much more attractive. Furthermore, I was quoted an excessive price for access to legacy systems. Now days I only use Handiledger software because of all the legacy records I need access to. I accept that Handi products comprise a complete suite of products for a tax agency business. But the loss of access to these marginal products (eg doc manager, timesheets, etc) is a minor concern compared to the advantages of using a true cloud based solution.

Review Source

RY

Roxanne Y.  
Accountant  
Accounting  
Used the software for: 2+ years

### "Makes my working life easier"

August 3, 2021

5.0

I've been using Handisoft since July 2006, and have found it straightforward to use. My office is set up in my home, so I particularly appreciate the client portal function, which enables me to look after clients anywhere in the country, without the need for long delays with postage.

Pros

I like that it's fully integrated, and I can have everything for each client in one place. Excellent support; always respond ahead of expected wait times, and continues until problem is sorted out.

Cons

I'm disappointed that the Workpapers feature isn't available at the beginning of the year, and can only be used for the previous year, not available for the current year, when preparing BAS

Reason for choosing HandiSoft

I had already been using Handisoft, while working for another firm, and preferred it to another product which I had used with a previous employer.

Review Source

WO

Wayne O.  
principle  
Accounting  
Used the software for: 2+ years

### "reconsider"

August 9, 2021

2.0

noneI have used this product for 25 years and recently migrated to cloud. Would not recommend this to a potential user

Pros

familiarity navigating

Cons

I have been attempting to resolve issue of outlook stripping attachments and I am treated as the only user in the world who is experiencing this and it is my fault for using this mail provider. surely your company as a software provider can overcome this issue with the biggest mail provider in the world

Reason for choosing HandiSoft

USED FOR 25 YEARS TOO OLD TO LEARN A NEW SORTWARE

Review Source

SB

Suzanne B.  
Practice Manager  
Accounting  
Used the software for: 2+ years

### "The Complete Accounting Practice Package"

August 3, 2021

5.0

Overall easy to learn and use.

Pros

Integration of the products, single data base, CRM functions, linking related clients.

Cons

Some of the functions on offer are not intuitive, Trust has a very basic bank reconciliation function, Register does not always communicate with ASIC and Jobflow does integrate well.

Reason for choosing HandiSoft

When we first bought the practice in 1999 it had Handi Tax and Handi Ledger in place. We added Practice Manager, Document Manager, Client Portal, Trust and Register to create a full suite of integrated software that uses the same data base (each client has their own folder with all the data being saved in one place) and have used them for more than 20 years.

Review Source

KS

Karin S.  
TAX AGENT  
Accounting  
Used the software for: 2+ years

### "LONG TERM USER - BUT NOT HAPPY WITH SOME INTERNAL T+B OR ERROR FUNCTIONS"

August 6, 2021

4.0

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 software problem with the first issue of 2021 TR, so you go back to H/soft leave a message and they come back on the phone day after a new issue is raised and send

Pros

IF BASIC TR - not hard, software support very hard to get as always too busy to answer straight away and than shuffled to diff areas in Handisoft

Cons

T+B - if you delete the description or change description - only the current show up but not the old data on old # we refer to it some times, also if you put a cost code in and you start new with the first 2 numbers and looking for the rest = 3rd number it goes back to the lowest number (hard to explain)

Review Source

JW

John W.  
Sole Practitioner tax practice  
Accounting  
Used the software for: 2+ years

### "Handitax for sole practitioner"

August 9, 2021

5.0

Overall I am extremely satisfied with handitax and even though it is expensive with other options in the market place, would not consider changing, given the proven technical correct tax reporting over 25-years. Plus in recent years HandiSoft has given me a discount for my long term loyalty to the product

Pros

A good logical menu layout and most importantly there is a support team available to answer any issues that may arise. However I would on average contact Support no more than five times a year. Probably a product of my 25-years of familiarity with handitax, from one year to the next the change in functionality is only minor and where there are changes to any reporting, relatively easy to work out (as a general rule)

Cons

Least like the PDF document saving function that does not remember where the last document is saved, continually points to the HSOFT folder when you have just saved a document in your client folder and you want the next document, when creating a series of client docs (finance application), to go to the same client folder

Reason for choosing HandiSoft

For all the reasons mentioned above, no other product considered

Review Source

PD

Pamela D.  
Tax Agent  
Accounting  
Used the software for: 2+ years

### "Advantages of Handisoft"

August 11, 2021

4.0

I have been using Handitax for years, it has always been easy, reliable, quick , easy to send returns by email to clients, easy to lodge, some software equires a lotof fiddling around with to do a job, but not Handitax.

Pros

I work a a sole trader, my computer knowledge is fairly basic, however I have no trouble installing Handitax, rolling over clients, their work sheets are excellent, straightforward, , it is a very easy software to use and I have used several others including MYOB and this is much more user friendly.

Cons

I would like the capital gains schedules to be more intensive, they are fine, but could have a little more detail.

Reason for choosing HandiSoft

I have used MYOB at work, also Taxcat and Handitax, Handisoft is a much easier program to use, is reliable, has a great support system, works well.

Review Source

MW

Mark W.  
Principal  
Accounting  
Used the software for: 2+ years

### "Handisot review"

August 9, 2021

3.0

We have been using Handisoft for 25 plus years and have found reliability the greatest feature of the product. Despite that they have been able to innovate and improve consistently during that period.

Pros

Handisoft is reliable and the customer support team have never let us down. Yearly roll-over is quick and simple and compliance modules are always up-to-date and user friendly. Contact management and document management features of Practice Manager ensure our office runs efficiently.

Cons

Handiledger and Super Fund module are clunky, and do not contain latest updates if drafting financials to comply with accounting standards and other legislation eg ACNC.

Reason for choosing HandiSoft

N/a

Review Source

DS

David S.  
Principle  
Accounting  
Used the software for: 2+ years

### "Handisoft review"

August 3, 2021

5.0

Use is good but the product is getting very expensive for a small practice like ours

Pros

Ease of use and integration of each of the modules we use.

Cons

Expensive product for small practices like ours

Reason for choosing HandiSoft

Ease of use and integration.

Review Source

MH

Michael H.  
Principal  
Accounting  
Used the software for: 2+ years

### "Work Ethics"

August 12, 2021

5.0

Have used Handisoft since the early 1990's and since the inception of ELS and SBR systems and it has always been an integral part of my business structure. Have had staff working with me in the past and they found it easy to pick up and use in a proper manner.

Pros

The Product is very easy to use even for a "newey" with self explanations if in doubt and errors being flagged and explained to the use, almost like having a tutor in your presence. It fits in and is an inntegral part of my business ethics and workings .

Cons

The only downside to the software I have ever found is the is the number of characters allowed on a line of imput. In some instances it won't allow full use of the space allotted and just cuts you out of typing.

Reason for choosing HandiSoft

It was a local business established in Perth in the 1990's. The others were interstate rivals. You could drtive to their office and receive personal attention if required which did happen in the early days.

Review Source

jG

john G.  
owner  
Accounting  
Used the software for: 2+ years

### "product review"

August 3, 2021

5.0

helps in running a successful practice

Pros

have been using handi tax, time management and corporate software since the product was first released. whilst there are a few small issues with the some of the reporting functions, there could be a few additional options, basically we are very happy with all aspects of the software packages.

Cons

there could be some small tweaks to the reporting particularly in Time and billing

Review Source

ET

Elena T.  
Accountant  
Accounting  
Used the software for: 2+ years

### "Handisoft is great for the reports, outdated in other regards"

April 17, 2023

4.0

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

LN

Lionel N.  
Director  
Accounting  
Used the software for: 2+ years

### "Handi Soft"

August 3, 2021

4.0

Pros

We have been using this system for 10 years and are comfortable with its functionality

Cons

Difficulty in reporting errors in the system in the past, this seems to have been better recently

Reason for choosing HandiSoft

Pricing and ease of use

Review Source

GF

Graham F.  
Sole Practitioner  
Accounting  
Used the software for: 2+ years

### "Handitax for the Smaller Practice"

August 5, 2021

4.0

Began using Handitax when electronic lodgements first started. Had a very good relationship with the original developer \[SENSITIVE CONTENT\] and loved the time difference between NSW and WA for support and development reasons. Many of the early improvement came from some of our requests for additional features.

Pros

Ease of use by multiple users, prior to retiring I had up to 10 users using Handi-Tax, Time and Billing, Practice Manager.

Cons

Cost. My current issue is with not being able to access prior years files without paying for the current years programs which I no longer use in retirement.

Reason for choosing HandiSoft

Ease of use and costs. As a retired practitioner lodging approx. 100 returns and less than 30 corporate and business clients I now find it too expensive to maintain and have switched to using QuickBooks Online and LodgeiT.

Review Source

SV

Sanjay V.  
Accountant  
Accounting  
Used the software for: 2+ years

### "User Friendly"

August 4, 2021

5.0

Excellent software. Quick and user friendly I am using this software since 2007, my arrival year in Australia.

Pros

Ease of use, Same/similar dashboard for each year, Pre-fill report functionality, Activity statement create and pre-fill functionality. Fast processing. Copy of an address from another client. Spouse details link in the tax form.

Cons

It disconnects from the server, then needs to end the task from the window and restart the software. A little bit expensive. Two years back, support was excellent, and nowadays delay in support and long call waiting.

Review Source

RB

Roger B.  
principal  
Accounting  
Used the software for: 2+ years

### "best decision ever"

August 3, 2021

5.0

I have used Handisoft in my practice and introduced it into other practices. One of the key features is the support offered. Never a long wait and the answers are a reflection of the ease of use of the products.

Pros

Easy to use very intuitive. Loved the seamless interaction of the modules.

Cons

There was nothing to dislike. the features all functioned well and seamlessly

Review Source

LC

Leann C.  
Accountant  
Accounting  
Used the software for: 2+ years

### "A great, user friendly option for small practices"

August 16, 2021

4.0

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.

Reason for choosing HandiSoft

Initial cost i.e. setup costs where a lot less expensive than MYOB AO

Review Source

DC

DEBBIE C.  
OFFICE MANAGER  
Accounting  
Used the software for: 2+ years

### "excellent easy to use software for accountants"

August 13, 2021

5.0

As per above

Pros

Handitax, handiledger and Sage Payroll are the products we use. Tax and Ledger we have used since 1990 and are vey happy with the ease in which they can be used. Support is very good as well. Payroll we have used for only the last 2 years and the support is excellent usually within 10 mins of sending my queries by email I get an answer. Would highly recommend these software programs.

Cons

not applicable in this case as there is nothing that I do not like about the software

Reason for choosing HandiSoft

Seemed so easy to use

Review Source

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