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Sage Accounting webinars and product demos

Live: An introduction to Sage Accounting

Live: Sage Accounting for Accountants and Bookkeepers

Whether you’re exploring your options in the cloud or just beginning your journey with Sage Accounting, this webinar is for you. 

Join us for a live session to see Sage Accounting in action. Experience its ease of use. See how its clean, simplified workflows mean fewer data errors and mistakes to fix. Discover its intuitive and collaborative features. Get started quickly and easily through the free Accountant Edition, and learn more about the benefits to both your practice and your clients.

Date/Time: Thursdays at 10 a.m. PT/1 p.m. ET

Duration: 45 mins + Q&A

Sage Accounting for Accountants and Bookkeepers

Whether you’re exploring your options in the cloud or just beginning your journey with Sage Accounting, this webinar is for you. 

Watch the recorded session to see Sage Accounting in action. Experience its ease of use. See how its clean, simplified workflows mean fewer data errors and mistakes to fix. Discover its intuitive and collaborative features. Get started quickly and easily through the free Accountant Edition, and learn more about the benefits to both your practice and your clients.

You asked, we’re answering

Join Anastasiia Moroz, Customer Success Manager at Sage, as she provides you with tips, tricks, and more around your most asked about Sage Accounting features and functionality including:

  • Customer defaults and monthly statements.
  • Bank feeds & Bank rules.
  • Recurring entries.
  • Record payment on account and account allocation.
  • Adjust or delete transactions.
  • Transaction analysis types. 
  • Correct Transactions feature to batch update analysis types on transactions

Presenter: Anastasiia Moroz, Customer Success Manager, Sage

Working with external data sets

Do you want to compare your Sage Accounting data to data from an external source without manual input? Automatically import data into a Sage Intelligence report to analyse and compare. In this webcast, we'll demonstrate using external budget data. We'll download the report, import the necessary external data, and finally, perform a detailed analysis by adding custom calculations.

Presenter: David Ako-Bryant, Sage Intelligence Solutions Specialist

Harnessing the new banking features in Sage Accounting

Did you know that Sage Accounting has amazing enhancements within the Banking Integration? In this webcast, you will learn how to set up and use the bank rules and batch posting features in Sage Accounting, saving you valuable time. After this webinar you’ll be saying “no” to data entry.

Presenter: Bianca Mueller, CPB, Books by Bianca

Sage Products

Sage 50, Sage 50cloud, Sage 50cloud with Microsoft 365, Sage Accounting—What are the different Sage products? Which one will work best for your practice? In this session we’ll answer all your questions and clarify the differences between our products to help you make the best decision for your clients.

Presenter: Jaime Rein, CPB, Product Marketing Manager, Sage

Uncovering new and hidden Sage gems

This session will show you time-saving tips on new and lesser-known product features in Sage 50 and Sage Accounting.

Presenter: Janet Lynch, Owner, Lynch's Accounting Solutions

Streamline your day with Bank Feeds

Eliminate the need to manually import your bank statements and save time with simplified and automated bank reconciliation with Sage 50 or Sage Accounting.

Presenter: Kareen Punter, Staff Accountant, Harnett & Associates

Moving is never fun but your first days with Sage Accounting just got easier

You've decided to take your first leap into our 100% cloud accounting solution. Now what? In this session, learn the do’s and don’ts on how to successfully move your client’s data from Sage 50 to Sage Accounting. Then we'll show you how to setup your company and get you up and running in Sage Accounting in no time.

Presenters: Kim Thompson, Accounting Manager, and Sharan Kaur, Senior Accountant, Canco Petroleum

Getting your practice ready for tax season

Whether you’re using Sage 50 or Sage Accounting, we’ve got you covered this tax season. Join us in this webinar where we’ll cover both product and tax preparation tips to make life easier the next few months.

Presenters:  Rachel Fisch, Product Evangelist, Accountant Solutions, Sage and Remi Gauthier, Senior Trainer, Sage

Re-envision your workflow with AutoEntry and Sage

From data entry to reconciliation, automate manual processes in Sage 50 and Sage Accounting with AutoEntry. Learn how to easily eliminate the data entry of expenses, invoices, or bank statements no matter what Sage solution you are using to service your clients.

Presenters: Tom Port, VP Sales, AutoEntry and Jaime Rein, CPB, Product Marketing Manager, Sage

When mistakes are not the end of the world

To err is human, but a lot of mistakes can negatively impact your bottom line. Learn how a few clicks in Sage Accounting can correct mass entry errors.

Presenter: Jaime Rein, CPB, Product Marketing Manager, Sage

Say good-bye to data entry errors and hello to accuracy

We have all made data entry mistakes, but we don’t have to anymore! This webcast will show you easy tips and tricks on how you can avoid mistakes using automation.

Presenter: Bianca Mueller, CPB, Books by Bianca

Your new paperless workflow with Sage and TaxCycle

Tired of dealing with boxes and boxes of paper? From shoeboxes to taxes filed join us as we show you how to eliminate paper from your full-year workflow with AutoEntry, Sage Accounting, and TaxCycle.

Presenters: Anastasiia Moroz, Customer Success Manager, Sage | Elizabeth Kohl, Communications Director, TaxCycle

Migration series—Best practices on data retention in a digital world

What are some best practices for data retention in a digital world? Learn some policies and procedures that you can incorporate into your practice.

Presenter: Rachel Fisch, CPB, Accountants & Alliances, Sage

Migration series —How to successfully migrate your data

In this session you will learn how to move your historical data from Sage 50 to Sage Accounting. Learn which company files can be migrated, how to use the migration tool and where to go if you have questions.

Presenter: Jaime Rein, CPB, Product Marketing Manager, Sage

Migration series—Steps to creating a successful migration plan for your practice

Learn how to create a step-by-step migration plan that will help you create checks and balances so you can have repeatable success every time you move to Sage Accounting.

Presenter: Sara Gibb, CPB, Sara’s Bookkeeping Services

Selling your brain NOT your time: subscription pricing for accounting professionals

This session is dedicated to the possibility that a professional firm will be more effective for its customers if it begins to sell not hours or service, but access to the brains of the professionals. Creating subscriptions for access is hard work and not for everyone because it requires professionals to think differently than they have in the past about what it is they really do and sell. If you think you have what it takes to make this shift or are just curious about it, you are hereby invited to open a dialogue about how best to alter this language by Ed Kless, Sage’s senior director of partner development and strategy, who will facilitate this session.

Presenter: Ed Kless, Senior Director, Partner Development and Strategy, Sage

Intégratech: Automating your accounting workflow, our daily reality

Automation seems complicated. How does it work? Where should I start? We all use a number of different apps to help us with our day-to-day tasks. But how can we take that information and synchronize it with our accounting software? For example, how can the information in my Outlook calendar, CRM, or Excel spreadsheet get imported directly as an invoice into Sage 50 accounting or Sage Accounting? This session will cover how to build an accounting automation ecosystem. We’ll show you how we at Intégratech automate our workflow and how you and your clients can benefit from automation.

Presenter: Sylvain Lenancker, General Manager, Intégratech

WayPay: Save time and money with digital payments and cloud accounting

Learn how WayPay’s cloud-based payments software can help your business streamline your entire accounts payable process with digital payments. This session is designed to show how WayPay can help you easily start implementing touchless payment workflows and automating your AP.

WayPay, the leader in digital business-to-business payments, helps to streamline the accounts payable process for businesses of all sizes. In this exclusive Sage session, you will learn how WayPay's cloud-based payments software can help you introduce touchless, automated workflows and move your accounting to the cloud. You'll see first-hand, via a product demo, how easy it is to send payments to your suppliers, vendors, employees, and contractors.

Presenter: Paul Chappel, Partner & VP Partner Success, WayPay

Fireside chat: Perform at your best with automation

From data entry to reconciliation, hear how your peers have automated or are in the process of automating manual processes in their practice. Learn about their decision making process and how they navigated the challenges that came with change.

Presenter: Ed Kless, Senior Director, Partner Development and Strategy, Sage

Solutions for your practice

AutoEntry

Unlock significant time savings and eliminate manual data entry from your practice with AutoEntry, a data capture solution that allows you and your clients to email, snap or scan bank statements, bills, invoices, expenses, and receipts. AutoEntry then extracts, processes, and publishes the verified data directly into your accounting software.

Sage Accounting - Accountant Edition

Simple-yet-powerful accounting solution—all in the cloud. Get started with the Accountant Edition account today to onboard and manage all your Sage Accounting clients in one place, with customised access rights, automated workflows, and one-click access to a real-time view of your client’s business.