Are you an Accountant or Bookkeeper ? Get your practice and clients MTD ready.

search icon

Your work, your way with Sage for Accountants

Home to accounting and payroll software for accountants

Accountants and bookkeepers: You can manage your practice, serve clients, and master MTD from one place. Automate client work from data capture to tax submissions. Get free compliance software and 3 months free Accounting and Payroll for new clients.

Have Partner Edition? Learn about your upgrade to Sage for Accountants

Win and onboard clients

Use GoProposal to send professional proposals to secure more business, price consistently, and automate engagement letters to close deals on the spot.

“Sage have always had accountants at the forefront of their mind when developing their products”

A G Smith & Co Ltd

Manage clients from one place

Use Client Management to get fast access to client work, organise your clients, and improve collaboration.

  • Easily access client work and manage user permissions
  • Sort clients into folders, view them in one list, and get fast resolutions with the search function
  • Make free text notes and see detail like year-end dates in client records

Automate data capture to tax submission

Save time by automating data capture to tax submission for less admin and paper chasing.

  • Capture data: Clients can snap and upload documents like receipts and invoices which auto-populate in Accounting using AutoEntry.
  • Reconcile accounts: Work with multiple currency bank transactions in Accounting and attach them to invoices without lifting a finger.
  • Process payroll: Let clients serve themselves and pay people in four simple steps.
  • Be compliant: Prepare for year-end accounts, file business or personal tax returns, and get built-in validation and compliance - all free.


Get free compliance software and 3 months free Accounting and Payroll with each new client subscription.

Advise clients

Give clients up to date advice backed by expert knowledge, support, and in-built product reporting.

  • Real time insights: Share live reports with clients to help them track costs, forecast cash flow, and make informed decisions.
  • Get team support: You and your teams can learn along digital learning pathways and talk to our specialists via email, phone, or webchat.
  • Hear from MTD experts: Book a free MTD consultation, join our live Q&A, and access resources anytime to give informed advice to clients.

Get rewards and discounts

Unlock higher discounts for you and your clients as you collect Sage Points. And get free subscriptions for your practice.

  • Pay per subscription with a minimum of 50% off Accounting RRP
  • Earn Sage Points for each new subscription
  • Get higher discounts as you collect points
  • Your discount is applied across client and practice subscriptions

Get started with Sage for Accountants – free

Free compliance software and 3 months free Accounting and Payroll for new clients.

Step 1: Sign up to Sage for Accountants and verify your email

Step 2: Add Accounting, Payroll, and compliance subscriptions for your clients in a few simple steps

Step 3: Start collaborating with your team and your clients

Have Partner Edition? Learn about your upgrade to Sage for Accountants

Sage for Accountants

FREE For your practice

Grow your profits by transforming the way you work with your clients and your team  - and get access to exclusive pricing for accountants and bookkeepers. 

Included:

  • Transform client service
  • Automate capture to tax
  • Enhance team collaboration
  • Get learning and support for all
  • Personal support via telephone or chat
  • Access exclusive pricing, discounts, and rewards

Get started with our Sage for Accountants guide

Get everything you need to know about Sage for Accountants from features and benefits, to plans and pricing.

"This is really exciting from Sage. It's going to revolutionise the way I work with my clients...it's brilliant!"

Kerry Herbert
Crook and Herbert Accountants Limited

Making Tax Digital (MTD)

Make sense of Making Tax Digital. Join our regular MTD webinar or download the guide to get expert support. Need more help? Request a free MTD consultation.

Live webinar

Make sense of Making Tax Digital. Join our regular MTD webinar to get expert support.

MTD guide

Download the MTD guide for everything you need to know about changes from HMRC.

Get a free MTD consultation

Master Making Tax Digital for your practice and clients and learn how we can support you.

FAQs

With Sage, you get one connected experience with a suite of solutions that cover everything from data capture, all the way to submitting taxes – and everything in between.

  • AutoEntry: Clients can snap and upload documents like receipts and invoices which auto-populate in Sage Accounting.
  • Accounting: Manage cash flow, invoices, foreign accounts, and use secure bank feeds. Share real-time reports with clients and view full transaction histories.
  • Payroll: Let clients serve themselves and pay people in four simple steps. 
  • Compliance: Use our final accounts and tax solutions to manage one set of digital records to stay MTD compliant, minimise data entry, and view the latest client data and reporting from HMRC.

Free compliance software and 3 months free Sage Accounting and Payroll subscriptions for each new client. 

There are three solutions included that connect 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 tax for your clients with ease.

  • Provide a view of real-time personal tax data held by HMRC to validate income sources
  • Get integration with final accounts 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

When you sign up today, you’ll get 3 months of Accounting and Payroll free for every new client subscription. You also get our suite of compliance software completely free which includes Final Accounts, Personal Tax, and Corporation Tax. Clients can also use AutoEntry to snap and upload documents like receipts and invoice which will auto-populate in Sage Accounting. 

It’s free to sign up to Sage for Accountants. This includes Client Management, Accounting Plus, and Payroll with 50 licenses for your practice.

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: 

With our suite of solutions you can automate financial management from capturing data to completing tax returns to help your clients become more profitable.

Each time you add a new client with a new subscription, you’ll collect Sage Points. The more points you collect, the higher the discounts will be. And the benefits don’t stop there – you get free Account and Payroll for every new client for 3 months and compliance software completely free.

GoProposal helps save valuable time and give your clients clarity with more consistent pricing.

  • Break services down line by line for better clarity
  • Agree service levels with clients
  • Show how fees are made up
  • Create professional proposals automatically
  • Save time with fully compliant engagement letters that auto-generate 

You can sign up for GoProposal on their site to get started or speak to your Partner Success Manager to find out more.


We will start moving existing Partner Edition practices across from Spring 2022. For more information, please check out this dedicated page. In the meantime, keep using Partner Edition as normal.

Ready to get started for free?

Talk to our experts or sign up for Sage for Accountants today.

Accountants and bookkeepers hub

Access useful resources for your practice and clients.

Go to the hub

Support

Get questions answered quickly and how-to guides, 24/7.

Visit the help centre

Community

Share experiences collaborate with other Sage customers to solve questions.

Visit Sage City