Sage for Accountants

Find out how to transfer subscriptions to a client or an accountant, what happens after you send the transfer request and how to revoke a request if required. Read more >

The Assign clients to users option allows you to assign selected clients or prospects to certain users. For example, you might want to create a portfolio of specific clients for some users, or assign a set number of clients to other users. Read more…

All of your clients, in one place Sage for Accountants now integrates with Sage 50 allowing you to add Sage 50 customers to your client list, providing one central platform for your practice needs across desktop and cloud native software. Find out…

Great news! Client Management is ready to support you with Making Tax Digital for VAT. Connect or disconnect from HMRC using your Agent Services Account. Launch the VAT overview report page for your chosen client. Check out our 5 minute video…

Find out what's new this month in Sage For Accountants, download the free e-book: Sage For Accountants Whats New March.pdf

When switching between clients you may see the message "500 - Internal Server Error". To resolve this issue, first clear the browsing history of you web browser. If you want to move from one client data set to another, first close the client you are…

To save time, you can import a list of your clients from a spreadsheet directly into your client list. Check out our online help topic with a downloadable template you can use. Find out more >

If your clients use Sage Business Cloud Accounting or Sage Business Cloud Payroll, that they signed up to directly with Sage, they can easily invite you, their accountant, to access their data.

If your client is paying for their own subscription, they can invite you to that subscription so you can collaborate. You will have full access to all your client’s live data from payroll or accounting. You can share your Accountant ID with your client…

Today I am here to tell you all about some exciting features you receive inside of Sage for Accountants, we will give you access to 4 hours of on-demand masterclasses that help you build your practice success plan. Win new clients, engage with existing…

Looking to change your email address? In this article, I’ll give you a simple walk-through guide on how to change your email address in Sage for Accountants which will then update automatically for most Sage products and services. Select My Profile…

Step by step guide for switching between online products in Sage for Accountants. Once you have completed your IXBRL accounts in Final Accounts Online you will need to switch to Corporation Tax Online to submit to HMRC. To do this: Return to your…

A full journey through your day-to-day workflow processes in a clearly laid out series of eLearning modules. Learn the key processes for you and your clients including Financial Statements and Tax Fundamentals. Whether you're upgrading from Partner…

When you log in to Sage for Accountants for the first time, after upgrading from Partner Edition, you'll be welcomed in to the product and presented with some information about classifying your clients. You can do this in one of two ways, either "Multiple…