Sage for Accountants

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…

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…

Watch live demonstrations of key features and ask questions in real-time with other members of the community. Current topics: Help to prepare for your upgrade - Look at how we will move your data to the improved client management tool Getting…

A message from Georgina Timothy, Director of Product Management at Sage.

A warm welcome to the Sage For Accountants – Client Management community forum. We encourage you to ask questions, offer tips, and share your knowledge by posting replies. Remember to update your profile , and look out for achievement badges as you…

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…