Manage all your clients from one place — making it easier to offer outstanding, valuable service.
Access all transactions in one place, with a full audit trail, so you can see how your clients' businesses are performing
Compatible with Sage Instant, Sage 50 Accounts and Sage 50c
Work on live data, at the same time as your clients
Powerful report designer allows you to easily see the information you and your clients need
Calculate returns and cost savings on the flat rate VAT scheme
Multi-user and multi-company options
Manage workflow and resources more efficiently and in the moment - ensuring maximum productivity.
Practice Manager helps you easily keep track of client communications, reporting and letters
Stay on top of client billing with the Time and Fees module's complete view of the work-in-progress ledger
Create invoices in seconds for both time-based and fixed-fee systems
Incorporate an unlimited number of individuals, companies, partnerships or trusts at no additional cost
Enjoy seamless integration and simple data sharing with other Sage products
Looking for an onsite solution?
Sage has a range of leading practice solutions, loved across the UK for over 20 years. Benefit from accounts production, taxation, and practice management solutions and advanced depth of functionality.