Sage for Accountants

Join our 30-minute lunch & learn demo with our experts to see what’s included in the new Plans and show you how to get started so you can see the benefits straight away. You'll learn how to: Say goodbye to tedious tasks and make room for more profitable…

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…

Catch up with what's new in Sage for Accountants this month including: Prospect management Enhanced payroll corrections Boosting advisory opportunities and reporting with Futrli Read all the news in the what's new E-Book…

Find out how to customise your client list view in our new, two minute, video:

From the Help Menu in Sage For Accountants, simply click Get In Touch to access your support options including the Technical Support telephone number and quick access to Sage City where you can put your question to the Community.

Find out what's new in Sage For Accountants with our dedicated hub, why not bookmark it for easy access? Sage For Accountants Hub >

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

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…

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…