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by CPA Practice Advisor
Arm yourself with key performance indicators (KPIs), trends, analyses, alerts, and reports that enable you to provide your clients with timely and valuable insights.
Be a more valuable advisor by delivering proactive, real-time advice to clients all year.
Give clients new insights and answers that lead to more success.
Automated reports give you time to focus on what’s most important: your clients.
Connect seamlessly to your clients’ data in U.S. editions of Sage 50, Sage One Accounting, Intuit QuickBooks® Desktop, and Intuit QuickBooks Online (QBO).
Save time with automated client-facing reports based on settings you customize for each client.
Track client financial health with up-to-date data in at-a-glance views.
"Sage View can be customized to meet the specific needs of our customers. The information we can then gather is not only beneficial to them, but where this information had previously only been available on an annual basis, I can now provide it quarterly, monthly, or even daily."
“Sage View has helped us go beyond just presenting our clients with tax statements to proactively advising them year round on how to run their business better and save money.
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