Sage Accountant Cloud provides practices with a client-centric platform to engage with clients, manage jobs, track time and optimise practice resources and to maximise current and future opportunities.
Integrated with Sage HandiSoft it facilitates client and team collaboration, workflow automation and functional extensibility through the Salesforce AppExchange and codeless configuration.
Whether you're out visiting clients or working from home, all your client information is in one place and accessible via your browser or the Android or iOS apps available from Google Play or the Apple App Store.
Communicate and collaborate with clients and offer an enriched client experience. Connect your team with clients from anywhere.
Save time with smart automation. Configure your practice workflow to suit the way you work.
Access all client information in the one place allowing you to connect with clients like never before.
Integrates with Sage HandiSoft. Centralise and sync client data from multiple sources.
Create Jobs with predefined activities and automatically track time.
Faster decision making, empowered insights and enhanced client service, made possible with meaningful data.
The home page is a pre-configured dashboard that includes quick access to tasks, Chatter and important client information.
You’re also able to create your own customised dashboards for each of your practice users.
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The central Client Manager syncs with HandiSoft with a bi-directional sync so if you make a change in one application the client record will always be in sync.
Merge multiple HandiSoft databases into a single client list.
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Track all client activities across your practice to ensure you always have the most up to date information for meaningful conversations with clients.
Capture client information in custom fields to track important client attributes.
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Click image to take a look at the Client Portal tab inside the Client Community
| Benefit | Business Outcomes | |
| All your clients in one place | Instant access to client information in one place allowing you to connect with your clients like never before. | One place to store all client information means your conversations are always personal, relevant and up to date. |
| Application Integration | An integration server providing Sage HandiSoft integration to Salesforce and other 3rd party applications. | There's now no need to re-key information and keep separate databases in sync increasing your productivity. |
| Transform your relationship with clients | A platform that provides an enriched client experience with instant messaging and client portal access for collaboration, self service and document signing. | Provide your clients with tools to engage with your practice that will make you more responsive, more empowered and ready to grow. |
| Keep informed and ahead | Keep your clients and colleagues informed using the same platform for document sharing, collaboration and alerting. | Faster decision making, empowered insights and enhanced customer service, made possible with meaningful client data. |
| Configurable | Configure and add fields without writing a single line of code. | Scale, extend and configure as your practice grows without needing to upgrade your systems. |
| Enable mobile working | Mobile access through Android or iOS provides you with client information on your phone or tablet. | Connect your entire team with clients from anywhere. |
| Smart automation | Replace manual processes and create custom workflows. | Simplify repetitive tasks so you can concentrate on providing more value-added services. |
| Manage work assignments | Create jobs using configurable templates. | Reduce reallocation effort, simply assign a job task to relevant staff through templates. |
Built on Salesforce, Sage Accountant Cloud gives you a complete client-centric platform to transform your client relationships and practice operations.
Access thousands of applications and tools through Salesforce AppExchange.
Innovate and tailor your practice solution through clicks not code.
Sage Accountant Cloud scalable platform can expand alongside your practice.
