Invite an accountant or bookkeeper to your subscription

A Sage Advisor is a professional, like an accountant or bookkeeper, who helps manage your finances. Connecting an advisor allows them to access your Sage account and assist with tasks like accounting and payroll.

You can invite up to five advisors and manage their access permissions.

How to invite an accountant or bookkeeper to your subscription

  • I think having a Sage Advisor is a great way to streamline your financial management. It’s nice that you can invite up to five advisors and manage their access. This way, you can get expert help with accounting and payroll without compromising on control.