Access Handisoft

Access Renewals Portal Frequently Asked Questions

Document Manager - Add a new folder to all clients in Document Manager

Details on the scheduled release dates for the 2026 HandiSoft software update, including HandiSoft Online rollout timing.

HandiSoft - 2026 Software Update Release

HandiSoft - Backup before installing v1.00

Steps to complete the new financial year client database rollover in HandiSoft when you do not use HandiTax.

HandiSoft - Complete the rollover without HandiTax

HandiSoft - Create a desktop shortcut

To install and rollover HandiSoft programs at the start of the financial year.

HandiSoft - Install and Rollover HandiSoft programs

Resolve an annual licence expiry warning when opening your program.

HandiSoft - The license has expired warning

HandiTax - Add a substantiation report in HandiTax

HandiTax - Reset or clear client's user and balance fields in HandiTax

HandiTax - Rollover clients manually via Tools, Rollover files in HandiTax

Use your personalised renewal portal to renew

Renew your HandiSoft licence

A curated collection of articles for a smooth transition to the new financial year.

End of financial year

Privacy Policy

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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