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Powerful accounting software for accountants and bookkeepers

Achieve your goals with Sage for Accountants—a customizable accounting platform for accountants that offers human support, as well as game-changing software tools and more. 

 130 hours saved per month on data entry
Practices in Canada trust Sage 16,000+

Key features to give your practice a boost

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

Client engagement with GoProposal

Get professional proposals and customize your engagement letter templates. Impress clients and boost profitability with clear profitable pricing.

Client management

Manage all your clients securely and in one place.

Data automation and processing with AutoEntry

Save time and boost productivity by digitizing every client.

Bookkeeping and payroll

Save time on your own practice's accounting and payroll with complimentary licenses. 


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Bookkeeping and digital record keeping

Digitize clients and automate your work with a wide range of features that streamline accounting tasks, maintain compliance, and improve financial management. Assign new licenses at a discounted rate.

Payroll

Eliminate manual efforts with CRA-Compliant and accurate payroll deduction. Efficiently create reports for CRA remittance, and generate accurate T4, RL-1, and other statutory forms easily.


Cash flow forecasting

Futrli by Sage enhances financial advisory services, offering accurate cash flow forecasting, comprehensive budgeting, and robust reporting. It enables advisors to provide valuable insights to clients, regardless of software choices. Foster trust and profitability.

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“10 pages of accounts on word or excel would take almost a day or 2 and the software now reduces it to 1/2 a day to process information and print out documents depending on the size of the client.”

Faith Ruwangu
Owner of Feline Corporation Ltd

AutoEntry saves the company 130 hours per month in manual data entry.

“With AutoEntry, our clients just snap pictures, upload them and everything we need is there in real-time.”

Phil Richards
Managing Partner of Malcom Horton & Co

“Nothing beats helping clients along their journey of building economic independence. GoProposal allows me to be mechanical about my prices and understand that the value I offer should be paid for.”

Beverley Sydney
Director of Sydney Hudson

“This is easily 60% quicker than me tapping away at the keys, manually inputting all of the bank entries. Now it’s just a few clicks and done. It was so time consuming; I used to have to get my husband to help me sort out all the receipts as they were not in order. Now, the client simply emails me PDF documents of her invoices, I upload them into AutoEntry, and they go straight into Sage Accounting. It saves me a day and a quarter at least–just on this one client.”

Sue Wright
Business Owner of SJW Accountancy

“Everything we do, from account production to tax returns to invoicing and collection is done on Sage products. Cloud accounting has been fantastic for us. It has enabled us to see client records in real time, which has led to increased efficiencies."

Jill Hindmarsh
Director, Allen Sykes

"The bank feed feature and the fact that you can set up bank rolls too. All the transactions yet to be posted are sitting there, so I know at the end of the year, that the bank actually balances to the penny.”

Bruce Marshall
Owner, Ardross Accountancy

"Sage Accounting has a fantastic feature called recurring invoices that are automatically generated and sent to clients. They can answer your questions, they are not just a call centre that are working from a script.”

Steve Bicknell
Owner, Bicknell Business Advisers Ltd

“Sage supports me to provide accurate figures for my clients and keeps me on top of things, and has saved us in the region of £10,000 per year in admin time.”

Karen Cain
Director, CEM Bookkeeping

“Sage keeps everything organised and in good order for me. I especially enjoy the Bank Reconciliations feature as it gives me the peace of mind that there are no omissions to my data; this is always my starting point – before you can work with the information you need to trust it. The reconciliation also allows me to see if there has been any “human” error allowing me to easily rectify it.”

Shivali Modha
Director and Accountant, Modhas Accounting Services

Get started with Sage for Accountants

Unlock the potential of your practice with customizable plans, designed to help you meet clients' needs efficiently. Choose the plan that suits your requirements and customize.

  • Sign up your practice
  • Add tools for clients
  • Manage allowances

Included in all plans

  • Accounting Plus subscription for your practice.
  • Payroll subscription for your practice.
  • Client Management for your practice.
  • Member only discounts on Accounting and Payroll for your clients.
  • Expert support and training.
  • Sage member benefits.

Essentials

For practices wanting to automate pricing, client engagement, client management, and data entry to support clients.
Free
Valued at $27 CAD per month
Free

Included allowances per month:

  • 10 AutoEntry documents
  • 5 AutoEntry bank statements
  • 1 proposal by GoProposal

Unsure? Explore pricing to view all subscription and overage costs.

Recommended

Standard

For practices that require increased allowances and extra subscriptions to drive practice workflow efficiency.
$90 CAD
per month
Save $70 CAD

Included allowances per month:

  • 100 AutoEntry documents
  • 50 AutoEntry bank statements
  • 5 GoProposal client proposals

Unsure? Explore pricing to view all subscription and overage costs.

Premium

For scaling practices that want to charge up profitability and growth with the best tools in the business.
$240 CAD
per month
Save $180 CAD

Included allowances per month:

  • 250 AutoEntry documents
  • 125 AutoEntry bank statements
  • 20 GoProposal client proposals

Unsure? Explore pricing to view all subscription and overage costs.

*Savings for partner-only discounts are calculated based on the overage charges in Essentials. **Trustpilot score based on reviews as of February 2024

Currently using Accountants Edition? Call 1-866-665-2559 to learn about your upgrade to Sage for Accountants.

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Get more than just great software

Expert support

Experts on hand helping you get the most out of your software so you can be more productive.

Member Masterclass

Dip into talks and articles from the world's leading experts to help with business challenges, like dealing with change.

Community forums

Hear from industry experts and connect with businesses like yours to gain useful advice and insights.

Business advice

Share the challenges you face with businesses like yours, discover in-person events and make connections.

Learning

Get the most from your software with help from our product experts.

Sage for Accountants FAQs

When you sign up to Sage for Accountants, you get complimentary software and support for your practice with all our plans. This powerful accounting software for accountants gives you everything you need.

You'll benefit from free subscriptions to Sage Accounting and Sage Payroll with core HR features for your practice allowing you to get your accounting jobs done with ease. You also get free expert support and training—plus Sage member benefits.

With the Essentials plan you’ll get free allowances to AutoEntry by Sage and GoProposal by Sage. This enables you to use up to 10 documents and 5 bank pages, as well as the ability to send 1 proposal.

If and when you need more, you can always explore pricing to customize your plan, add subscriptions, and expand your allowances. You can also completely upgrade your plan to save more as your needs grow. 

It's quick, easy, and free to sign up to Sage for Accountants. Once you're signed up, you can unlock the potential of your practice with customizable plans that give you all the tools you need to boost productivity at your practice. From pricing to proposals, automated accounting, payroll, and more, you can choose a plan that suits your requirements. Customize by adding subscriptions, expanding your allowances, or upgrading seamlessly as your needs grow. Learn more about Sage for Accountants and what’s included.

Once you’ve signed up to Sage for Accountants you’ll automatically have access to exclusive member benefits and be part of the Sage community with great software, support and insight to help your practice grow.

Member benefits include :

  • Access to learning resources and certifications.
  • Get product help from a community of industry peers.
  • Tap into talks and articles from world leading experts.

We are in the process of upgrading practices from Accountants Edition to Sage for Accountants. In the meantime, you can keep using Accountants Edition as normal. We will contact you as soon as the upgrade is available.

Each time you add a new client with a new subscription, you’ll collect Sage Points. As you collect more points, discounts will continue to grow.

Sage for Accountants is a customizable platform with all the essential tools you need to support your practice and clients.  It's easy to improve the efficiency of your practice while staying compliant with automation and processing. From data capture through to submission and everything in between, Sage for Accountants allows everything to blend in one single seamless workflow. 

  • AutoEntry by Sage: Data automation and processing is made simple. Clients can simply capture documents by scan, email, or photograph and Sage will do the rest by auto-population.
  • Accountancy and bookkeeping with Sage Accounting: There is a software plan for every client regardless of the complexity of their business size. Share real-time reports with clients and view full transaction histories.
  • Payroll: Process your client's payroll in 3 simple steps and we handle the calculation automatically. Avoid payroll compliance mistakes and have peace of mind with CRA-compliant accurate payroll deduction. Get efficient reports with CRA remittance and generate accurate t4, RL-1, and other statutory forms easily.

Free and discounted client plans can be found at your fingertips, with self-serve subscriptions management that lets you take control. Pay only for what you need, as and when you need it. 

Practice management software should give you:

  • One clear way to manage tax, accounting, and payroll for you and your clients.
  • Online training and expert compliance guidance.
  • Automation for every step of your work from data automation to generating reports.
  • Rewards and discounts.
Yes. Leveraging Sage Intacct, our Managed Services Program supports firms with mid-sized clients, whether you offer, or are planning to offer, outsourced financial accounting, client advisory, or full virtual CFO.

Find out more about our program

**Trustpilot score based on reviews as of February 2024

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