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ORGANISE CLIENTS, IMPROVE COLLABORATION

Client Management software for accountants

Serve all clients in one place with client management software. Automate workflows and access client work in a click. Included when you sign up to Sage for Accountants. 

What is Client Management software ?

Client Management is a tool that's included when you sign up for Sage for Accountants. Manage client details and tasks from one place. Get instant access to live client data taken from multiple products in one list. Quickly organise and access client information.

Find, group, and tag clients to save time

View all your clients in one list with easy-to-use filters. 

  • Organise client lists into customisable folders 
  • Use custom tags to group clients by industry, region and more

Collaborate with colleagues and clients

Keep communications as clear as possible by recording and cross-checking conversations with clients.

  • Keep data secure by giving full access, read-only access, or custom access to users 
  • Create time-stamped comments in client records for colleagues to review 
  • Alert your team of key tasks on client records to boost productivity 

See key client data from one place

Make business-critical decisions on time with a clear view of client information.  

  • Utilise the value of every tool with all clients regardless of the ledger solution they use.
  • View financial year-end dates
  • View VAT and company registration numbers
  • See all client subscriptions and client info including addresses and compliance detail

How does Client Management work with Sage for Accountants ?

Once you’ve signed up for Sage for Accountants, you’ll get Client Management software included. From here, you can add tools that help you with every step of your work.

Tools to support your clients

Accounting

Choose the right Sage Accounting plan for your clients from comprehensive bookkeeping plans with Start, Standard, and Plus, to simpler digital record-keeping plans perfect for self-assessment clients with Individual, providing flexibility to support clients with different needs.

Payroll

Payroll : Sage Payroll is easy to set up and integrates with Start, Standard and Plus plans from Sage Accounting. Automatically post salary journals into Sage Accounting for a complete view of your clients’ business, and get HR features included. 

Final Accounts & Tax

Manage year end accounts, Personal Tax and Corporation Tax for every client with free integrated tools and HMRC-recognised software.

Tools to support your practice

AutoEntry

It's simple to stay on top of receipts and documents with AutoEntry. Snap and upload directly into your accounting software for instant access to accurate real-time data. It's also easy to share AutoEntry with your clients and make staying on top of their accounts and data stress-free.

GoProposal

Feel confident that you have client engagement covered. Send professional proposals, generate smart engagement letters, and stay on top of client checks and risk assessments, all with the highest level of compliance.

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 Client Management software

"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

Client Management : Accountants’ FAQs

Client Management is included  within any customisable Sage for Accountants plan.  If you opt for the Essentials plan of Sage for Accountants, there will be no cost to use Client Management. You will only pay overage costs for added subscriptions and allowances, or if you choose the Standard or Premium plan. Just sign up for Sage for Accountants to get started. 
Manage and assign up to 10 tags to use with client folders and records. It’s a great way to group clients by categories from location and industry to late payers – and you can add colours to easily identify clients.

You can easily set up control access levels to both client and practice subscriptions.

Account owner : The user that signs up for Sage for Accountants can grant colleagues access and manage permissions and access for each user. 

Account user : Individual users in your practice. 

You can set up 6 different levels of account user to make sure they only see the relevant information.   View account user table.

Yes. Client Management makes it simple to manage your clients with Sage Accounting, Sage Payroll, or Sage 50 software, and it's also easy to import data from clients using other major accounting software solutions.

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.

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

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