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THE PLATFORM FOR YOUR SUCCESS

Powerful software for accountants and bookkeepers

Achieve your goals with Sage for Accountants - a customisable platform offering human support, as well as game-changing software tools and more. Save time to focus on your clients and let your practice thrive.

Filter List view Folder view Search... Add clients Name Ref Status Financial Year End Clients New New Important Tasks Priority Priority Apartment Group Baulkhard Group City Tavern Cuddle Carers Daytona Tyres Earls 193381173 182937415 182736432 182345613 194573628 193873264 30/09/24 31/07/24 31/05/24 28/02/24 28/02/24 30/01/24 Client Management AutoEntry GoProposal Payroll Accounting

Unlock the full potential of your practice

Make every step of client management stress-free with Sage for Accountants, and watch your practice thrive.

Connect to and win new clients

Create and customise your practice profile to get new client enquiries, and grow your network.

Client engagement

Get automated, professional proposals, and auto-populated smart engagement letters. 

Client management

Serve and manage all your client information in one place with stress-free client management.

Data automation and processing

It's simple to boost efficiency with automated workflows and processes.

Bookkeeping and digital record keeping

Manage your client's bookkeeping needs, and get access to real-time data with digital records.

Payroll management

Breeze through client pay runs with time-saving payroll software that supports all RTI submissions.

Final Accounts and tax

File taxes with confidence using software that stays up-to-date with compliance.

Client Advisory Services

Future planning with accurate forecasting and budgeting, and powerful real time reporting. 

Complimentary with Sage for Accountants Essentials

As soon as you sign up

It's easy to get started with all the tools you need to save your practice time, and make client management simple.

Tax and compliance

Let clients stay up-to-date with tax and compliance with unlimited free access to Final Accounts, Personal Tax, and Corporation Tax.
tax

GoProposal Essentials

Keep your clients engaged with 1 proposal, 1 smart engagement letter, and 1 Know Your Client (KYC) or risk assessment free each month.

AutoEntry Essentials

Simplify data entry for clients as they scan up to 10 documents and 5 bank statements directly into their software for free every month.
Reports Launch product Payroll 50 Accounting Plus Launch product Final Accounts Sutton Landscaping Client actions Overview Product subscriptions Connected Available to connect Products VAT Overview Launch product GoProposal Launch product AutoEntry Launch product Launch product Reports Disconnect Disconnect More products will be available to connect shortly Corporation Tax

Client management

Manage all your clients securely, for free, and in one place, at just the click of a button no matter which software they use.

Sage Payroll

Save time for your practice with one free Sage Payroll license for up to 50 employees.

Sage Accounting Plus

Accounting for your practice is simplified with one free Sage Accounting license.
List view Folder view New client folder Filter Name Products Financial Year End Baulkhard Group City Tavern Birmingham AG Bruce Wayne London AG Newcastle AG York AG Apartment Group 11/02/22 25/08/22 15/09/22 20/09/22 29/02/22 Accounting Personal Tax Accounting Accounting Accounting Payroll 5 Payroll 25 Payroll 8 Clients Scott Summers Pay Due: 1093.80 Add Payment Payments Hourly Pay Quantity 35.00 Rate 50.00 Total Payments: Total 1750.00 1750.00 Deductions PAYE National Insurance Total deductions: Rate 656.20 Total 546.96 109.24 Add Deductions Start Absences Pay Completed Process Weekly Pay Other receipts Net sales Sales invoices To 09.09.2022 From 09.02.2021 Calculate Outstanding Sales Invoices OVERDUE £53,672 97% DUE £1,725 3%

Customise your platform

Add more when you need to

Need more than just the essentials? Make the most out of your platform by increasing your allowance at any time for your practice or your clients, and only pay for what you add.

Add subscriptions for your clients

Easily upgrade your client's toolkit by adding extras through client management as you need them, and assigning directly to your clients.

   Bookkeeping and digital record keeping

   Payroll

   Tax and compliance

Increase your allowance to support your practice

It's easy to add extra proposals, smart engagement letters, client checks, and more directly into your Sage for Accountants platform, whenever you need to.

   GoProposal Essentials

   AutoEntry Essentials

Need Client Advisory Services?

Simplify future planning with 3-year forecasts, powerful reporting tools and more when you add Futrli.

   Futrli by Sage

Sage Marketplace

Get ahead with more apps to expand the functionality of Sage for Accountants for your clients and practice through Sage Marketplace.

               

Get more than just great software

Award-winning support

Experts on hand helping you get the most out of your software so you can be more productive.

Member Masterclass

Dip into talks and articles from the world's leading experts to help with business challenges, like dealing with change.

Community forums

Hear from industry experts and connect with businesses like yours to gain useful advice and insights.

Business advice

Share the challenges you face with businesses like yours, discover in-person events and make connections.

Learning

Get the most from your software with help from our product experts.

Software certification

Take courses, earn certifications and stand out from the crowd.

Get started with Sage for Accountants

Sign up

Sign up to Sage for Accountants and start to manage your clients at no cost.

Add tools

After you sign up, add accounting, payroll and additional tools. Only pay for what you add.

Unlock discounts

Grow your discounts with Sage Points. The more you buy for clients, the bigger the discounts.
Currently using Partner edition? Learn about your upgrade to Sage for Accountants.

Accountants discuss Sage for Accountants

"We're the team that sits behind our clients, Sage is the team that sits behind us…it just builds our confidence that what we're pulling off is right and efficient."

Vicki Boddice
Founder & CEO, Boddice Accounting

Sage for Accountants FAQs

There's no cost to join Sage and sign up for Sage for Accountants.  

Get started for free with all the essentials included with Sage for Accountants Essentials plan. Get instant access to your free allowance, including tools such as GoProposal and AutoEntry by Sage. Plus you get free tools to manage your practice with Sage Accounting and Sage Payroll, free compliance tools to use with all your clients, and more.

It’s quick, easy, and free to sign up for Sage for Accountants. And once you’ve signed up, you can unlock all the tools you need to boost productivity at your practice. Learn more about Sage for Accountants and what’s included here.

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:

  • Access to learning resources and certifications
  • Get product help from a community of industry peers
  • Tap into talks and articles from world leading experts
  • Begin your 4-step practice success plan
Practice management software like Sage for Accountants makes it easier for bookkeepers and accountants to save time and improve client service. Manage workflows, client information, automate your admin, and get access to free support from expert MTD guidance to online courses for your entire team.
This includes Client Management and a Sage Accounting Plus and Sage Payroll subscription (up to 50 employees) for use within your own practice.

There are three tools included in Sage for Accountants to help you manage tax and stay compliant – Final Accounts, Personal Tax, and Corporation Tax. All are completely free.

Final Accounts

Stay secure, avoid errors, and make preparing for year-end accounts easier.

  • Create accounts efficiently by auto-populating key data from Companies House
  • Prepare and file accounts for sole traders, partnerships, micro and small limited companies, and LLPs including abridged and filleted accounts
  •  Get full integration with our Personal Tax and Corporation Tax products for a single submission process


Personal Tax

 Manage self assessment tax for your clients with ease.

  • Access a view of real-time personal tax data held by HMRC to validate income sources
  • Get a seamless flow of data from Final Accounts that pre-populates self-employment data
  • Prepare and file SA100 tax returns and supplementary pages with built-in HMRC tax calculation and online filing validations

Corporation Tax

Meet corporation tax requirements efficiently.

  • Automatically create tax returns based on final accounts data
  • Prepare and file CT600 tax returns, supplementary pages and iXBRL computations
  • Easily file a combined corporation tax return with HMRC automatically, including iXBRL from final accounts

We are working hard to upgrade practices from Partner Edition to Sage for Accountants. For more information, please check out this dedicated page. In the meantime, keep using Partner Edition as normal. 

Each time you add a new client with a new subscription, you’ll collect Sage Points. As you collect more points, discounts will continue to grow.

Sage gives you expert advice and access to learning pathways that help you expand on your skillset and keep constantly up to date on the latest legislation to help you support clients. And you can choose a way that works for you: 

Sage for Accountants is a customisable platform with all the essential tools you need to support your practice and clients. 

It's easy to improve the efficiency of your practice whilst staying compliant with automation and processing from data capture through to tax, and everything in between, in one single seamless workflow.

  • Data Automation and Processing with AutoEntry by Sage: Clients simply scan, email or take a photo of the document they want to capture and Sage will do the rest and auto-populate in Sage Accounting.
  • Accountancy and bookkeeping with Sage Accounting: There is a software plan for every client regardless of the complexity of their business size. Share real-time reports with clients and view full transaction histories.
  • Payroll: Provide payroll services with ease, or let clients serve themselves with Sage Payroll. A simple, time-saving, 4-step cloud based payroll that supports all RTI submissions, pension auto enrolment, and online payslips.
  • Compliance: Use our Final Accounts and tax solutions to manage one set of digital records, stay on top of compliance deadlines, minimise data entry, and view the latest client data and reporting from HMRC.

Free and discounted client plans all at your fingertips through self-serve subscriptions management. 

The right platform should give you a customisable, seamless experience to:

  • Connect your practice and your clients
  • Get the right combination of tools and features to support you
  • Streamline workflows, save time and deliver greater client value
  • Deliver accurate data driven insights
  • Offer transparent exclusive pricing and member benefits
  • Support your business growth
Yes. Leveraging Sage Intacct, our Managed Services Programme supports firms with mid-sized clients, whether you offer, or are planning to offer, outsourced financial accounting, client advisory or full virtual CFO.

Find out more about our programme

We have a helpline dedicated to Sage for Accountants.

Call us on 0191 479 5999* where our team of experts is ready to help you with:

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

*Lines are open Monday to Friday 8:30 to 18:00. To contact us out of hours please call 0191 479 5911.

Sage Managed Services Programme

FOR OUTSOURCED ACCOUNTANCY

Transform your client services and grow with the Sage Managed Services Programme. We provide best in class software, support, education, and advice so you can build rewarding and profitable relationships with mid-sized clients through outsourced accounting services.

Accountancy practice software resources

Get added support on managing your practice with webinars, training, and events by Sage.

Training

Build your success with the very best training. Learn skills and build confidence with training designed to help accountants and their practices thrive.

Webinars

Tune in to our webinars to hear the latest developments, software and service updates, and more direct from Sage experts with our live and on-demand webinar programme.

Events

Join us at an event near you to connect, learn, and get inspired.

Sage Advice for accountants and bookkeepers

Explore our blogs and articles for expert advice on accounting and bookkeeping.

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Postponed VAT accounting: How it works for businesses importing goods into the UK

Postponed VAT accounting means business admin and tax must be done differently when dealing with importing. Here's what you need to know.

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HMRC removes VAT for Agents from Online Agent Authorisation service

HMRC removes VAT for Agents from Online Agent Authorisation service

Learn why VAT for Agents has been removed from the Online Agent Authorisation service and discover what it means for your VAT clients.

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3 ways accountants can use AI to free up time for client work

3 ways accountants can use AI to free up time for client work

Discover a series of tasks you can use AI for at your practice, allowing you to have more time to spend adding value to your clients.

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Companies House reforms: What's changing and how to help your clients

Companies House reforms: What's changing and how to help your clients

Learn about Companies House reforms and how accountants can cement ties with their clients by guiding them through the changes.

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EU AI Act: What the artificial intelligence laws mean for businesses

EU AI Act: What the artificial intelligence laws mean for businesses

Learn about the European Union's new artificial intelligence legislation and how to prepare your business for the EU AI Act.

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How accountants can help clients access funding for their businesses

How accountants can help clients access funding for their businesses

Discover how you can help your clients unlock funding opportunities for their businesses in this comprehensive guide for accountants.

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How the Core Identity Framework can help to combat identity fraud

How the Core Identity Framework can help to combat identity fraud

Learn about a framework that can help you strengthen anti-money laundering processes at your practice, so you can tackle identity threats.

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Tax deductions UK: Allowable expenses you can claim if you're self-employed

Tax deductions UK: Allowable expenses you can claim if you're self-employed

If you're a sole trader, you can deduct expenses to reduce your tax bill. Find out what costs qualify and how to claim.

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Boost productivity at your accountancy practice

Talk to one of our experts to get 1-2-1 advice on boosting efficiency with tools and support for accountants. 

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