We are very excited to announce several new features are now available to all users in Sage for Accountants:
Email Clients
You can now email clients directly from Client Management, both in bulk and individually. You can tag all clients based on criteria, such as those needing a VAT update, filter by those tags, and send a bulk email to keep them informed.
Supporting article:
Email clients from Client Management
Activity Log
View all communications and actions related to each client directly in the client record. This ensures that anyone working within a client file has visibility of the latest interactions and can make informed decisions within Client Management.
Supporting articles:
View your practice activity log
How to handle failed email communications
File Storage
We've also introduced a new file storage solution so you can keep all of your files in one place. With this, you can upload and store key documents directly in client records so you have one source of truth and maintain essential business files in a dedicated space for practice wide access.
Supporting articles:
Your practice has reached the file storage limit of 20GB
How to access file storage for your practice
How to access file storage for your clients
Create a folder for your practice document storage
Create a folder for your clients document storage
Create a sub folder inside your main folder
Add a document to File storage