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DIGITISE YOUR CLIENTS, AUTOMATE WORK

Sage bookkeeping software for accountancy practices - boosted by Sage Ai

Leave no client behind with innovative AI-supported tools that transform your practice. Use new Individual plans from Sage Accounting for digital record keeping, ideal for clients with simple tax needs. Turbocharge your bookkeeping for both accountants and clients with automated billing, invoicing and banking that enhances your productivity.

Choose the right Sage Accounting plan for your clients

Choose from the new Individual plans or one of our bookkeeping plans from Sage Accounting. To access, sign up to Sage for Accountants, a customisable platform offering human support and game-changing tools.

Start, Standard and Plus plans from Sage Accounting

Bookkeeping

Perfect for your small business clients that need bookkeeping software. 

  • Clients will love smarter invoicing to help them get paid on time and better manage their cash flow.

  • Pull in data and documents including receipts automatically with live bank feeds and AutoEntry by Sage. 

  • Collaborate securely with your clients in real-time. Works across devices. 

  • Simplify payment collection. Accept payments directly from customer invoices and seamlessly integrate with Stripe, PayPal, and GoCardless.

Get better insights with smarter reporting

Sage Accounting brings you a smart way to share rich insights with your clients.

Get clear insights: Check clients' financial positions, see what they're owed and what they need to pay

Advise clients: Get deeper insights into profits, losses, departments, and nominal activity

Save time: See the data you need without downloading or merging documents

Customise reports: No need to build new reports, customise them and save templates easily

Your innovative productivity assistant powered by Sage Ai

Sage Copilot

Sage Copilot takes your efficiency to the next level. Get accounting done faster with intelligent task and workflow automation and free up more time.

  • Fast access to documents, invoices, and client information.
  • Generative AI expertly crafts emails and messages for quicker and smoother communication.
  • Gain deeper insights on your invoices, payments, suppliers, reporting, and more.
  • Get personalised and prioritised action lists to lead with confidence.

Register your interest to add Sage Copilot to your plan.

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Automated banking

Connect clients’ bank accounts to manage real time data. 

Smart reporting

Share rich insights into profits, losses, and nominal activity with your clients.

Compliance

HMRC-recognised software. Submit compliant quarterly VAT returns to HMRC.
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Save time

Add clients with a single click and see the data you need. Clients can automate purchase records. 

Individual and Individual Free plans from Sage Accounting

Digital Record Keeping

Perfect for your shoebox clients with simple tax compliance needs. Digitise all their records and receipts. Automate your work for a great client experience with reduced manual effort.

  • Digitalise all year end accounts and tax work to eliminate heavy manual processes, gaining time and capacity.

  • Transform Self Assessment. Relieve pressure and seasonal workload by digitising clients that use manual records, improving your client experience.

  • With our Individual plan, automate purchase records with receipt scan and auto categorise for Self Assessment. 

Digital record keeping

Keep income and expense records. Attach and store receipts categorising for tax.

Get tax sorted

Record, sort and report for simplified Self Assessment preparation. 

Mobile app data capture

Throw away the shoebox and get clients to capture receipts on the go. 
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Automated banking

Connect clients’ bank accounts to manage real time data. 

How does Sage Accounting work with Sage for Accountants?

Sage Accounting is part of Sage for Accountants, providing you with essential features to simplify your workflow.

What you get with your plan

Get access to one complimentary Sage Accounting Plus plan for your practice when you sign up to Sage for Accountants.

Need more? You can add more licenses for your clients at any time through Client Management within your platform, and we'll simply add the costs to your next monthly invoice.

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

Get started with Sage for Accountants

Unlock the potential of your practice with customisable plans, designed to help you meet clients' needs efficiently. Choose the plan that suits your requirements and customise.

Sign up to Sage

Sign up to our accountancy and bookkeeping solutions for your practice.

Set up your practice

Unlock complementary software by setting up your practice with Accounting Plus and Sage Payroll.

Manage your clients

Set up client lists in our Client Management software and add subscriptions for their needs.

Essentials

For practices wanting to automate pricing, client engagement, client management and data entry to support clients.
Free
Recommended

Standard

For practices that require increased allowances and extra subscriptions to drive practice workflow efficiency.
£95 per month / excl VAT

Premium

For scaling practices that want to charge up profitability and growth with the best tools in the business.
£245 per month / excl VAT
Currently using Partner edition? Learn about your upgrade to Sage for Accountants.

Accountants discuss Sage Accounting software

Sage Marketplace

Get ahead with more apps to expand your functionality and make practice management simple.
A2X

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 using innovation to create impact.

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.

Accounting FAQs for accountants 

In April 2023 we introduced two new Individual plans from Sage Accounting, ideal for clients with simple tax, income and expenditure needs. Helping to support them on their first step to digital record keeping and connect to an accountant or bookkeeper.
Sage Accounting is auto-updated with the latest MTD legislation. In fact, we’ve worked with HMRC on MTD for years to ensure our accounting products make it as easy as possible for you to stay compliant.

Once you’ve signed up to your customisable Sage for Accountants plans you can add Sage Accounting for each client for an additional cost. You will automatically collect Sage points each time you add a client subscription to your plan – the more points you accumulate, the bigger your discount grows for every subscription.

Sage Accounting is a monthly subscription service. You can set up a direct debit or pay with your credit or debit card. To set up a direct debit you need to have a bank account in the UK with a local currency in Pound sterling (GBP).

The VAT per month is 20% of the product’s monthly price. There are no hidden costs and never will be.  

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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Boost practice productivity at your accountancy practice

Talk to one of our experts to get 1-1 advice on boosting efficiency with accounting software for accountants. 

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