View, manage, and serve all clients in one place, no matter what ledger solution they use, with client management software. Whether using Sage, Xero, or QBO you can automate workflows and access client work in a click. Included when you sign up to Sage for Accountants.
Our research showed that 86% of accountants want more streamlined client management. Serve all clients in a single client list no matter what ledger they use and make business-critical decisions on time with a clear overview.
Keep communications as clear as possible by recording and cross-checking conversations with clients.
Serve all clients no matter what ledger they use and make business-critical decisions on time with a clear view of client information.
Make business-critical decisions on time with a clear view of client information. Utilize the value of every tool with all clients regardless of ledger solution. Harness the ability to connect with Sage Accounting, Xero, or QBO. *
*Our list of compatible providers continues to expand to ensure you have everything you need to succeed.
Once you’ve signed up for Sage for Accountants, you’ll get Client Management software included. From here, you can add tools that help you with every step of your work.
Sage Payroll with HR is easy to set up and integrates with Start, Standard, and Premium plans from Sage Accounting. Automatically post salary journals into Sage Accounting for a complete view of your clients’ business, and get HR features included.
*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.
Currently using Accountants Edition? Call 1-866-665-2559 to learn about your upgrade to Sage for Accountants.
Manage and assign up to 10 tags to use with client folders and records. It’s a great way to group clients by categories, from location and industry to late payers—and you can add colors to easily identify clients.
You can easily set up control access levels to both client and practice subscriptions.
Account owner: The user that signs up for Sage for Accountants can grant colleagues access and manage permissions and access for each user.
Account user: Individual users in your practice.
You can set up 5 different levels of account user to make sure they only see the relevant information.
It’s quick and easy to work with your team using Client Management.
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