hidden

Feature-packed & future-fit.

HowNow is the document management your practice needs tomorrow, today

  • Fast file finding
  • Intuitive & easy to use
  • Security & privacy to suit your practice

Your complete document management solution

Document Management & Hosting
HowNow’s intuitive document filing and search capabilities mean you can instantly access your documents, whenever, wherever. Save time filing and creating documents thanks to pre-populated data integrated from any practice management platform.

Task Management
HowNow’s Workflow Manager add -on gives you ultimate clarity and control over every job, so you can see exactly how your workload is tracking at any given time. Find out more about our range of HowNow add-ons.

Client Communication
Never lose track of a conversation again with the HowNow Email Manager Add-on for Microsoft Outlook that provides an easy way to file and update emails to HowNow. When combined with HowNow Portal, you can have complete confidence in your client communications with secure document sending and built-in electronic signing.

Robust integrations
HowNow integrates with your existing practice management system and pre-populates templates with existing client data. We work seamlessly with leading practice management platforms including MYOB, Xero Practice Manager, APS, iFirm, Handisoft and many more, so you spend less time clicking-and-pasting, and more time getting things done.

Stop spending time searching

HowNow is the comprehensive document management choice for modern accounting practices.

Fully integrated with leading practice management platforms, HowNow allows you to sync contacts, import files and templates, and access your firm’s central documents quickly and easily. Our intuitive interface allows you to have absolute control over how every piece of information is shared, stored, and presented.

  • Smart, simple, and standardised document management
  • Comprehensive implementation & on-boarding support with training resources
  • Australian-based phone & online support

Close Quote

HowNow has helped us succeed in many ways. Love the workpapers and content updates. When comparing to filing systems we could hope for no better.

Open Quote

Zara Connell, Practice Manager CSA
Eagle Accounting

With HowNow X in the technology stack, the modern accounting practice is truly future fit.

HowNow X provides the full functionality and power of a desktop application, backed by the cloud – giving you the best possible experience and a robust and secure solution for your document management.

Developed on the Micrsoft Azure platform, the fully secure HowNow X cloud environment provides your practice with comprehensive privacy and security features, without the need to be on a server or maintain and support on-premise hardware.

Find out how HowNow X can help you say goodbye to your server.

ROI Calculator
Drawing of accountant using HowNow workflow to automate their practice processes

Fine or thriving? Is your firm’s tech holding you back?

Download the eBook to uncover the 9 hidden traps that could be holding your practice back from being future-fit.

Document Management on your terms

Which HowNow solution set-up is right for your practice?

Whether you’re saying goodbye to your server and looking for a solution with turbocharged capabilities and security, or you’re after something more lightweight and nimble, there’s a HowNow solution to suit your needs.

Which HowNow solution is right for your practice?

HowNow X 

HowNow Server 

HowNow Online  

Accessibility  Downloadable desktop app Local server or hosted server Web browser
Storage location Dedicated Azure services
(Single tenancy – Australia)
Local server or hosted server Azure cloud services
(Multi-tenancy – Australia)
Security
Two Factor Authentication × ×
Document Versioning Control
Disaster Recovery Internal
Document and Database Backup Internal ×
Integration
Practice Management All All XPM / CCH iFirm
Automated Form Creation & Population  Advanced Advanced Basic
PDF Tools  ×
Comprehensive Video Training Library
Dedicated, Qualified Australian Support Team Phone & Email Phone & Email Phone & Email
Your investment* $50 $35 $20
Additional HowNow Modules
Smart Suite – Templates & Workpapers* $35 $35 $35
Portal* $20 $20 $20
Workflow* $10 $10 ×
Tasks Built-in Built-in ×
Data Migration/Import $POA $POA $POA
Custom Training $POA $POA $POA
System requirements Click here Click here Click here

* Please note all prices in the above table are per user per month and exclude GST. Minimum licencing and volume discounts apply.

We play nice with others

HowNow integrates with your existing practice management system and pre-populates templates with existing client data. We work seamlessly with MYOB, Xero Practice Manager, APS, iFirm, Handisoft and many more, so you spend less time clicking-and-pasting, and more time getting things done.

Add on automations designed to save you hours

HowNow Workflow

Stay in control of your firm with at-a-glance performance tracking and assign jobs in seconds.

HowNow Portal

Share important information with your clients securely, and get documents e-signed in minutes.

Smart Suite

Templates and workpapers to work faster, streamline processes and stay 100% compliant, always.

Ready to make the future fit choice for your firm’s document management?

Menu