Document management for Handisoft™

handisoft logo

Keep all your documents in one place while integrating them with what you already do in Handisoft™.

Capture client documents from email, scanned snail mail and other sources, index them to extract names, TFN, ABN and ACN numbers. Automatically fill all client details with a single piece of client information. Convert image only documents to include text where needed. Find the documents easily in FileHold using powerful search features for audits, customer service, etc.

Use tax file numbers (TFN), Australian business numbers (ABN) and Australian company numbers (ACN) interchangably to lookup client information.

Integration options

Name Description Skill level Type
FastFind Search FileHold using information on Handisoft™ screens. Basic Optional feature
Print to FileHold Add documents generated by Handisoft™. Basic Optional feature
Database dropdown menus* Synchronize data in Handisoft™ to selection lists in FileHold. Intermediate Included
Schema lookup* Automatically fill fields from data in Handisoft™. Intermediate Included
Search by URL Link to sets of documents with matching information such as tax file number. Intermediate to advanced Included
Document links Add direct links to documents. Basic Included

* May require FileHold External Integration option or third party ODBC/OLE driver.

Search for Documents from Third Party Applications using FastFind

Print-to-FileHold Virtual Printer Driver