3 ways accountants can use automation to free up time for client work
Explore how by embracing automation, you can unlock efficiency, reduce errors, and foster stronger client relationships.
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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
"As an early adopter of paperless accounting, I was excited when Sage launched Sage for Accountants, and instantly saw how this has what it takes to be game-changing for many firms. Accountants can now enjoy more efficiency across various key functions needed to run their business, which will ultimately create more time for doing what they love.”
Ryan Lazaniz
CPA and CEO of Future Firm
“Sage for Accountants is an exciting leap for Sage, and I love that it is built around an accounting practice model. Sage for Accountants is going to save time and increase internal efficiencies. As a firm that uses technology to shape our future and our clients’ futures, we can see how this will allow for the integration of processes that were typically siloed and improve our quality of service to clients.”
Denise Wong
CPA, Managing Director for Mirai Consulting
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.
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Included allowances per month:
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Included allowances per month:
Unsure? Explore pricing to view all subscription and overage costs.
Included allowances per month:
Unsure? Explore pricing to view all subscription and overage costs.
*Get 50% off for 12 months on Standard and Premium plans, then $90/$240 +tax/mo (tier depending). Offer expires September 30, 2024. After the promotional period, the monthly subscription rate will renew at the then current rate. **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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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:
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.
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.
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:
**Trustpilot score based on reviews as of February 2024
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