Sage HandiSoft 2015
Manuals and User Guides for Sage HandiSoft 2015. We found 2 manuals for free downloads Adminstration Guide, User manual
Client Portal 2015 is a secure and convenient way for accounting firms to transfer documents to and from their clients. The platform allows clients to upload, download, edit, and sign documents. It is a secure way to manage client communications and document sharing.
Key Features
Secure document transfer
Client access and document management
Document upload, download, and editing capabilities
Document signing tools
Admin user access for customization and administration
Pages: 53 Sage HandiSoft 2015 Adminstration Guide
Brand: Sage HandiSoft Category: Software Size: 2 MB
Languages: English
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Frequently Answers and Questions
How can I activate my Client Portal licenses?
To activate your Client Portal licenses, you must close down all your HandiSoft programs and then restart them.
How do I update my Admin User details?
You can update your Admin User details by clicking on the User Profile icon in the top right-hand corner of the Client Portal Admin page. You can then change your company name, address, phone number, and email addresses.
What is the purpose of the Contact Us email address?
This email account will receive messages from your clients who click the Contact Us button while logged into the Client Portal.
Can I share the software with another accounting firm?
If your practice shares offices with another accounting practice, and the practices are not in partnership, both accounting practices must purchase the nominated Software in their own right.
What happens if I forget my password?
You can reset your password by clicking Forgot Password on the Login page. Enter the activated User Admin email address, and click Reset. An email will be sent to the activated User Admin address containing a link to the password reset page.
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