{"id":6883,"date":"2020-03-16T15:52:23","date_gmt":"2020-03-16T19:52:23","guid":{"rendered":"https:\/\/www.sage.com\/en-ca\/blog\/?p=6883"},"modified":"2026-01-16T05:34:10","modified_gmt":"2026-01-16T10:34:10","slug":"working-remotely-with-sage-50-accountants","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-ca\/blog\/working-remotely-with-sage-50-accountants\/","title":{"rendered":"Working remotely for accountants"},"content":{"rendered":"
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\n\t\t\t\t\t\t\tAccountants<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t
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\n\t\t\t\t\t\tWorking remotely for accountants\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t

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\n\t\t\t\n\t\t\t\t\"remi-gauthier-headshot\"\t\t\t\tRemi Gauthier<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n\n\n

As a Sage partner it\u2019s never been easier to work remotely and empower your business and customers through cloud-based technology. We\u2019ve put together a list of tools and helpful tips to keep your business on track during challenging times.<\/p>\n\n\n\n

Tools<\/h2>\n\n\n\n

With Sage 50 you can utilize the following tools to maintain productivity and stay in contact with your clients or employees, regardless if you are working at home or in your office.<\/p>\n\n\n\n

Sage Drive<\/h3>\n\n\n\n

Sage Drive allows you to seamlessly work on your Sage 50 company data from any location where your Sage 50 program is installed, and you are connected to the Internet.<\/p>\n\n\n\n

A synchronized copy of your company file is shared through the cloud. It is particularly useful if you normally work from a desktop computer at the office and if you will be using a different computer at home.*<\/p>\n\n\n\n

If you use Sage 50cloud, you already have access to Sage Drive! Please, refer to the following article for detailed instructions: How to set up and use Sage Drive?<\/a><\/p>\n\n\n\n

Microsoft 365<\/h3>\n\n\n\n

If you use Sage 50cloud and Microsoft 365, you can benefit from the integration and access information from Sage 50cloud in Outlook, access key information on the move, get powerful financial reporting in Excel, and conduct virtual meetings and instant messaging with Microsoft Teams. More information Here<\/a>.<\/p>\n\n\n\n

AutoEntry<\/h3>\n\n\n\n

By setting up your stakeholders with AutoEntry<\/a>, you can access scanned and photographed paper documents, automating data entry into your Sage 50 program. As well as cutting down on manual entry, this tool removes the need for you to collect paper receipts from clients in person as they can use a mobile app to upload receipts from their phone.<\/p>\n\n\n\n

Setting up your remote workstation<\/h2>\n\n\n\n

If you\u2019re setting up your remote workstation for the first time, there are a couple of technical steps you might need to take care of before you get started.<\/p>\n\n\n\n

Connecting to a Virtual Private Network (VPN)<\/h3>\n\n\n\n

Setting up a Virtual Private Network (VPN) allows for employees to access their work computer remotely and securely through Remote Desktop Protocol (RDP).<\/p>\n\n\n\n

This option can be particularly useful as it would allow employees to access all their files remotely in addition to their Sage program and data.<\/p>\n\n\n\n

We recommend working with your IT technician for assistance with the setup.<\/p>\n\n\n\n

Installing your Software on a Laptop<\/h3>\n\n\n\n

If you are the only user, then you may work on a laptop that you can bring home. Simply install your Sage 50 software and make sure that your Sage Data is saved on the laptop before bringing it home.<\/p>\n\n\n\n

It may be a good idea to back up your file in the cloud or on a separate device prior to moving it to the laptop in case of loss or damage to the laptop.<\/p>\n\n\n\n

However, if multiple people will need to access the data, this may not be the best option as you would need to then manually merge data from all users when you are able to get back to the office.<\/p>\n\n\n\n

Please, refer to the following article for installation instructions: How do I install Sage 50?<\/a><\/p>\n\n\n\n

Setting up your remote employees for success<\/h2>\n\n\n\n

Thanks to technology it\u2019s quite easy for you or your employees to get set up at home. Here\u2019s a handy checklist to keep in mind to help you prepare.<\/p>\n\n\n\n