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Client Management software for accountants

Organise clients, improve collaboration

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

Not sure how to prepare for MTD for ITSA?  Visit the accountants and bookkeepers MTD hub to learn more. 

What is Client Management?

Client Management is a free tool available 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.  

  • 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 completely free. From here, you can add tools that help you with every step of your work.

Tools to support your clients

Accounting

From shoebox clients to sole traders to more complex businesses we've got the right solution.  Our two new Sage Accounting plans for digital record keeping enable you and your clients to record, sort, and submit to meet their tax obligations. 

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.

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

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 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

It’s completely free to use Client Management. Just sign up for Sage for Accountants free to get started.
Manage and assign up to 5 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 5 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 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.

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 Client Management software for accountants.

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