Access HandiSoft is the next step in your accounting software’s evolution. Built on the trusted foundation of HandiSoft and powered by Access Evo, it brings cutting-edge innovation to your practice with richer functionality and secure AI-enabled features that will allow you to interact with your data like never before.
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To get started with HandiSoft Evo:
We’ll send a Welcome to Access Evo email to the Admin contact for your organisation. Click the Join link in the email. You’ll be prompted to set up a password and then you can log in to Access HandiSoft Evo.
Note: If you don’t have the Welcome email, use this link to log in to Access HandiSoft Evo and then select Forgot your password to set up your password.Once logged in, you can add people from your practice so they can use HandiSoft Evo too. If you have a large team, you can import user details in bulk. (Note: You can come back and add more users later if you wish.)
We’ll send an email to the Admin contact with your unique Security token.
You'll install the Access Evo Data Loader and connect your data to our private and secure cloud-hosted server.
You can then share content with your colleague so they can access dashboards, Analytics and Copilot.
Activate your Tax data by completing the required Configuration Changes.
That's it! You and your team can now start asking Copilot questions about your data and use the Dashboards and Insights.