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Plans and pricing: everything you get when you sign up

Client management

Software for your practice, for an unlimited number of users.

Sage Accounting and Payroll

Subscription to Accounting Plus, Payroll, and HR for your practice.

Partner discounts

Discounts on Accounting and Payroll subscriptions for your clients. 

Get started with Sage for Accountants

Sign up to Sage for Accountants and start to manage your clients at no cost. Need more for your clients? Explore pricing to add subscriptions, expand your allowances, or upgrade to a paid plan to save more as your needs grow. 

Essentials

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

Included allowances per month:

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

Unsure? In-product purchases available. See overage details.

Recommended

Standard

For practices that require increased allowances and extra subscriptions to drive practice workflow efficiency.
per month*

Included allowances per month:

  • 100 AutoEntry documents
  • 50 AutoEntry bank statements
  • 5 GoProposal client proposals
  • 1 personalized training session
  • Dedicated account management
  • Free ledger migration
  • Free training and certifications

Unsure? In-product purchases available. See overage details.

Premium

For scaling practices that want to charge up profitability and growth with the best tools in the business.
per month*

Included allowances per month:

  • 250 AutoEntry documents
  • 125 AutoEntry bank statements
  • 20 GoProposal client proposals
  • 4 personalized training sessions
  • Dedicated account management
  • Free ledger migration
  • Free training and certifications

Unsure? In-product purchases available. See overage details.

*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.

Overage cost per item  Essentials  Standard  Premium 
 Additional AutoEntry document  + $0.36 CAD  + $0.34 CAD   + $0.32 CAD 
 Additional AutoEntry bank statement  + $1.08 CAD  + $1.02 CAD   + $0.96 CAD 
 Additional GoProposal client Proposal  + $18 CAD  + $15 CAD    + $11 CAD 

Sage for Accountants pricing guide

Manage clients from one place. Pay for what you need and save as your grow with per client pricing.

Add subscriptions for your clients

Sign up to Sage for Accountants, then you can add discounted Sage subscriptions for your clients through Client Management.

 

Sage Accounting   Sage Accounting

Manage accounting for clients. Track invoices and cash flow, accept payments, automate admin, and more to file taxes accurately.

Volume Purchase Agreement available

Save up to $40 per month with Sage for Accountants*

Plans from $14 CAD/mo

5 - 10 Sage Points per subscription

Features Start
$14 CAD
Standard
$18 CAD
Plus
$22 CAD
Number of users   1  Unlimited  Unlimited
Mobile app (iOS and Android)  
 
 
Bank feeds        
Transactions categorization      
Financial reports       
Accountant and bookkeeper support       
Client and business user support       
Create your GST/HST and submit CRA        
Create and send invoices      
Track what you're owed      
Automatic bank reconciliation      
Send quotes and estimates    
Forecast cash flow    
Manage purchase invoices    
Manage inventory  
Multi-currency accounting  

To get started with Sage Accounting, follow two simple steps:

  1. Sign up to Sage for Accountants
  2. Sign in to Sage for Accountants and follow the prompt which shows you how to create a Sage Accounting subscription.

 

**Savings on pricing will be variable depending on the promotions and offers applied to direct RRP. 

  • Save up to $5 per month off the RRP with Accounting Start compared to direct.
  • Save up to $24 per month off the RRP with Accounting Standard compared to direct.
  • Save up to $40 per month off the RRP with Accounting Plus compared to direct.

Sage Payroll   Sage Payroll and HR

Manage payroll and HR for clients. Seamlessly integrate with Sage Accounting to eliminate manual efforts with CRA-compliant and accurate payroll deduction.

Save up to $31 per month with Sage for Accountants*

Plans from $10 / mo per subscription

10 Sage Points per subscription

Overage cost per item

 Essentials

$10 / mo per subscription
Plus $2 / mo per employee**

Standard

$10 / mo per subscription
Plus $7.35/mo per employee**

Premium

$10 / mo per subscription
Plus $10.55/mo per employee** 

Reporting and analytics       

Tax filing and payments

      
Direct deposit       
Year-end processing  (T4/Relevé – 1)       
Basic HR reporting       
Employee self-serve       
Regulatory and custom policies       
Third party integration       
Digital records and document management       
Leave management             
Learning and asset management       
Organisational charts       
Onboarding and offboarding       
Timesheets           
Expenses      
Shift scheduling      
Performance  Additional  Additional  Additional

To get started with Sage Payroll, follow 2 simple steps:

  1. Sign up to Sage for Accountants.
  2. Sign in to Sage for Accountants and follow the prompt which shows you how to create a Sage Payroll subscription.

 

*Savings on pricing will be variable depending on the promotions and offers applied to direct RRP. Additional variable savings are also applied to costs per employee, per month.

  • Save up to $14 per month off the RRP with Payroll Essentials compared to direct.
  • Save up to $23 per month off the RRP with Payroll Standard compared to direct.
  • Save up to $31 per month off the RRP with Payroll Premium compared to direct.

**Price per employee is based on the number of users added to the system. This could include business owners, accountants, and employees.

Earn discounts as you go

Sage Points

Automatically collect points each time you add a client subscription to your plan—the more points you accumulate, the bigger your discount grows for every subscription. 

Accountant Price*

0-49 points

5% off all subscriptions

50-99 points

10% off all subscriptions

100-199 points

15% off all subscriptions

200-499 points

20% off all subscriptions

500-999 points

25% off all subscriptions

1000-4,999 points

How many points is each subscription worth?

Get 5 Sage Points for every Accounting Start subscription.

Get 10 Sage Points for every Sage Payroll, Sage Accounting Standard or Plus subscription.

Volume Purchase Agreement

Let us know how many subscriptions you want to buy and over how long—then get a discount up front.

After signing up for Sage for Accountants, talk to an account manager at 1-866-665-2559. Specify how long the term of the agreement is (12 or 24 months) and decide how many Accounting subscriptions you want to purchase over that time.

Plans and pricing FAQs for accountants

Only using free tools and support? If you’ve signed up to Sage for Accountants Essentials plan and are using the complimentary tools and allowances, you won’t be charged. 

Once you're signed up to a Sage for Accountants plan, you will only be billed for increasing your allowances or adding subscriptions for your clients through Manage Subscriptions. This means that when it comes to Overages, you will only pay for what you use.

You can however upgrade your plan at any time if you need greater allowances or extra subscriptions for your practice. The Standard plan starts at $90 CAD per month, while the Premium plan starts at $240 CAD per month. Both these plans still allow you to add on allowances or subscriptions for an extra cost, except you save more in the long-run. 

We securely store your billing details so that if you decide to add extra allowances through Manage Subscriptions at any time, it’s quick and easy. If you choose not to add any extras, or don't sign up for the Standard or Premium plan, you won’t be charged.  

There is a Sage Accounting plan for every client regardless of the complexity of their business.

All 3 plans (Start, Standard, and Premium) provide the features needed to keep digital records and manage bookkeeping for your clients. Choose which plan is right for your clients, based on the type of business they run.     

Accounting Start:  Ideal for your clients that are just starting out with their new business, sole proprietors, and micro businesses that need to keep business records such as sales invoices, cash purchases, and expenses.

Accounting Standard: Perfect for clients that run a small business with more complex record keeping. It offers everything Sage Accounting Start offers, plus more advanced features including managing creditors, analysis reporting, and more detailed financial reports. 

Accounting Premium: Offers all of the Standard features plus support for multiple currencies and inventory management.

The Essentials Payroll plan includes essential HR capabilities enabling you to manage and input employee records, track holidays and leave, and basic HR reports. You'll also be able to electronically send documents, and employees can self-serve to access payslips and documents from the app. You can get more HR capabilities by upgrading at any time to our Standard or Premium plans which included advanced HR features such as HR analytics, custom policies and workflows, expenses, timesheets and shift scheduling.

Standard includes;

  • Core HR: Digitalize employee records, create org charts and teams, store documents, send company announcements, set working patterns, onboard new starters and more.
  • Leave: Digitalize time off processes, policies, balances and view a shared calendar.
  • Timesheets: A fast, easy way to for employees to track overtime and projects.

Premium (everything included in standard), plus;

  • Scheduling: Flexible, functional and interactive shift planning module.
  • Expenses: Submit and manage company expenses from anywhere.

Sage Points is how Sage calculates how much discount you earn so you benefit as you grow. 

When you add a client tool through Manage Subscriptions, you'll automatically collect points. The more points you accumulate, the bigger your discounts and rewards. You can earn up to 25% across all subscriptions. 

You can earn Sage Points whether you add a single client tool at a time, or have a Volume Purchase Agreement (VPA). With a VPA, all of the Sage Points for all of the client tools you agree to buy are awarded to you from the first one you activate - meaning you can access your volume discount immediately, rather than having to build up your Points over time when purchasing one at a time.

A Volume Purchase Agreement (VPA) is a contract and commitment to a specific volume of client subscriptions. It allows you to purchase multiple subscriptions of Sage Accounting and unlock additional discounts from day one.

When you let us know how many subscriptions you want to buy and over what period (12 or 24 months), you'll receive a discount upfront from the very first subscription you activate. This means you only pay for the rest as and when you activate each client, giving you the best price.

You have flexibility with your Volume Purchase Agreement if you need to adjust the period or quantities of your subscriptions. For example, you can extend the duration of your VPA without losing your discount level.

You can also increase or decrease the subscription commit to meet your own needs and the needs of your clients. The discount level will automatically be adjusted accordingly.

To calculate your discount, you earn Points for each subscription you add. The number of Points earned depends on the type of subscription. You can refer to the Sage Points discount guide in our Product and Pricing Guide for full details. The discount is applied from the very first subscription you activate, providing immediate cost savings.

As for billing, when you sign up for Sage for Accountants (SFA), the day you sign up will be your billing date. Each time you add a subscription, your billing will be updated with the level of discount corresponding to the total commit volume.

We have a helpline dedicated to Sage for Accountants.

Call us on 1-866-850-0687* where our team of experts are ready to help you with:

  • Product Support
  • Contract Subscription and Renewal Inquiries or making a payment
  • Buying or Upgrading software

*Lines are open Monday to Friday 8:30 to 18:00.

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