H&R Block director of Operations Joseph Abouzaid says the decision to choose Sage Handisoft was based on the reliability and efficiency of Handisoft and Sage's willingness to customise the solution to align with its workflows allowing it to improve the customer experience, through a more streamlined approach.
According to Sage, the software allows the tax leader to roll out greater personalisation and give users the ability to review their tax history – something they haven’t previously been able to do in such detail.
“When you are dealing with the volume of work that we do, you need a system you can rely on. Sage HandiSoft is a well-established and trusted product,” Abouzaid said.
Kerry Agiasotis, executive vice-president, Sage APAC, says Sage HandiSoft is an easy-to-use practice management solution developed in Australia specifically for Australian practices.
“Not only is the introduction of this new software improving the processes for H&R Block, it’s aligning the tax leader with retail trends and the movement towards a more digitised world. The goal is a completely paperless H&R Block by 2019.
“This is a new and exciting chapter for Sage Handisoft. It reinforces our leadership position in the tax preparation and practice management space and gives us a fantastic brand to partner with as we drive future innovation in the sector. We can’t wait to get started.”