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Unlock the full potential of Client Management for your Sage 50 clients with Sage for Accountants

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Summary

Sage for Accountants is the only solution that provides the tools and support you need to drive the most rewarding and profitable relationships with every client. Everything you need from proposal to advisory.

Description

Streamline client management with one powerful customisable tool from a single client list.

Simplify and enhance the way you manage and serve clients. Access, organise, and automate workflows seamlessly, pulling live client data from multiple products in a click.

Award winning support. Complimentary Tools. Sage Points and Rewards.

Powerful Client Management

  • View, manage, and serve clients from a single client list.
  • Organise clients with filters, customisable folders, and tags.
  • Enhance collaboration with colleagues and clients.
  • Make critical decisions with key financial and compliance data.
  • Harness value for every tool - regardless of the ledger solution your clients use.

Watch how easy it is to connect your Sage 50 clients in four simple steps so you can start saving time and let your practice thrive.

Find, group, and tag clients to save time

View all your clients in one list with easy-to-use filters.

  • Organise client lists into customisable folders, such as Final Accounts for a company and Personal Tax returns for the directors.
  • Use custom tags to group clients by industry, region, or something more customised like a tag for late payers.
  • Easy-to-use filters, such as searching clients with a specific financial year end.
  • View all clients including those you use Sage 50 with alongside those with other tools like Accounting, Payroll, Final Accounts, Corporation Tax, Personal Tax, AutoEntry and or GoProposal.

Collaborate with colleagues and clients

Keep communications clear by cross-checking conversations with clients.

  • Keep data secure by giving full access, read-only access, or custom access to users.
  • Assign clients to users within your practice for flexible allocation, whether for workload distribution or granting senior users access to high-profile clients.
  • Create time-stamped comments in client records for colleagues to review.
  • Alert your team of key tasks on client records to boost productivity.

See key client data from one place

Make business-critical decisions on time with a clear view of client information.

  • View financial year-end dates.
  • View VAT and company registration numbers
  • See all client subscriptions and client info including addresses and compliance detail

Complimentary tools with Sage for Accountants

It's easy to get started with software that saves your practice time. Make client management simple.

  • Accountant & Bookkeeper Directory. Create and customise your practice profile to connect to and win new clients.
  • Client Management.
  • Sage Accounting and Payroll. One free Sage Accounting Plus license and one free Sage Payroll license for up to 50 employees to use for your practice.
  • Tax and Compliance. Unlimited free access to Final Accounts, Personal Tax and Corporation Tax. Easily import a Sage 50 Trial Balance without templates or the need for manual adjustments and reduce your processing time by up to 80%