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It’s time to upgrade to Sage for Accountants

Your new connected platform

Your practice has been selected to upgrade to Sage for Accountants. Here’s everything you need to know about what’s next.

See the upgrade guide

How to start your upgrade

Congratulations, it’s time to upgrade! To get started, make sure you accept the terms and conditions within your Partner Edition software - you’ll see a message when you log in. Once accepted, you’ll receive an upgrade date within Partner Edition.

During your upgrade

You won’t be able to use Partner Edition or Sage for Accountants for a couple of hours while we transfer your data. You can use Partner Edition like normal until the upgrade begins.

When your upgrade is complete

We’ll notify you by email when your upgrade is complete, Your email will include a URL to log into Sage for Accountants.

Log in

When you log in to Sage for Accountants, you’ll see any outstanding tasks that need to be completed, along with a tour of the product to help you get started.
Your steps to upgrading

What's included: Your upgrade to Sage for Accountants

Sage for Accountants is our new platform that offers the key functionality of Partner Edition with more features, support, and bigger discounts. It brings you one connected, digital experience to help you stay profitable and productive.

Download tools pricing guide

Get to know the new VAT Overview key features, now live in Client Management!

VAT statuses are now at your fingertips, allowing you to easily check which VAT submissions are due, view and compare historical submissions in client records and access all the information you need to resolve queries.

Access all new features and tools

Get access to new tools like Client Management. Use a single searchable client list with customisable folders and tags. Effortlessly manage client subscriptions with self-serve subscription management

Sage for Accountants Essentials

Get started at no cost with Client Management, tax and Final Accounts software, one free practice subscription of Sage Accounting Plus and Sage Payroll, GoProposal Essentials and AutoEntry Essentials, as well as access to Sage Member benefits.

Customise your platform

Purchase tools like Sage Accounting or Sage Payroll for clients and easily add, access, and manage them from your Sage for Accountants platform

Get discounts

Always get the best price with Sage Points. Earn points as you add subscriptions. The more points you earn, the more savings you make

Compare Partner Edition and Sage for Accountants

Your upgrade to Sage for Accountants brings you and your clients even more features and benefits. All features that you currently use in Partner Edition will be available, but some tasks have been optimised and simplified. Here are some of the key changes:

 

Features Partner Edition Sage for Accountants
Multi-user and practice access rights    Green check mark
Sage 50 to Sage Accounting migration    Green check mark
Free tax tools for your clients    Green check mark
Search client lists by name, number, and email with filters     Green check mark
Control subscription access and invite clients to collaborate     Green check mark
Easy-to-manage subscriptions: upgrade, downgrade, or cancel     Green check mark
Simple client record creation and management    Green check mark
Create, assign, customise, or remove user roles    Green check mark
Self serve subscriptions    Green check mark
Sage Points    Green check mark
Full invoice breakdown    Green check mark
Contact record creation and management    Green check mark
Time-stamped comments and notifications    Green check mark
Client folders and tags    Green check mark
GoProposal Essentials    Green check mark
AutoEntry Essentials
    Green check mark

Short videos to help you get started

Watch these handy videos and learn how to complete tasks using Sage software.

Classify your clients

Learn how quickly and easily you can classify your clients following your upgrade to Sage for Accountants.

How to add a client in Sage for Accountants

Watch this quick demo to see how you can easily add clients from Sage for Accountants.

How to access exclusive discounts

With Sage Points you can access discounts for Sage Accounting and Payroll. Save more as you add subscriptions.

Manage client invitations

Watch this short video to learn how clients can invite you to connect with their data.


Edit your client subscriptions

Learn how to manage all your clients from one place and easily modify client subscriptions.


Create custom tags to group clients

Quickly identify different clients with colour-coded custom tags. 

Create comments and notifications

Ready to create and amend comments in each client records? Learn how to do it in less than a minute.

Accountants discuss Sage for Accountants

Partner Edition upgrade FAQs

We’ll let you know when we’re ready to upgrade you. If you don’t want to accept the upgrade, you don’t have to right now. You’ll still have access to Partner Edition and its features for as long as the product is available. But you will be missing out on lots of new features and benefits designed to make your life easier. Here are just some of the examples of the features available through Sage for Accountants: 

  • Instant access to free practice software including Client Management, Sage Accounting, and Sage Payroll 
  • Additional discounts through Sage Points 
  • Ability to self-serve client subscriptions at the best prices

Yes. Once upgraded, your Partner Edition bookmarks will no longer work so make sure you replace them with the Sage for Accountants log in page: https://app.sbc.sage.com/client-management/clients.  

Sage for Accountants is a platform that’s free to use. When you upgrade, you also get all the tools you need to run your practice:

  • Client Management
  • Final Accounts, Corporation Tax, and Personal tax free for every client 
  • One free subscription of Sage Accounting Plus for your practice 
  • One free subscription of Sage Payroll for your practice 
  • Go Proposal Essentials – one free proposal, one free smart engagement letter, one free KYC check or risk assessment 
  • AutoEntry Essentials – ten free documents, five free bank statement pages 
  • Access to Sage Points 

You’re in control of what chargeable tools you add for your practice and your clients. See products and pricing.  

Any chargeable subscriptions for your clients that are migrated from Partner Edition will have the prices preserved so you will not pay any more for these after upgrading to Sage for Accountants. Sage Points may decrease the amount you are paying today.  

To see a breakdown of the prices you’re paying for client subscriptions, select the Invoices tab within ‘Manage business account’ after your first billing date once you’re using Sage for Accountants.

Take a look at the product guide in Partner Edition to learn more on how to get prepared for your upgrade. For help with Sage for Accountants once you get started, use the in-product tour and help centre for product support. 

Looking for human support? Our dedicated customer service team are on hand to help you whenever you need.

There are a few different reasons that we may need to move an upgrade date, like if you’ve started to use additional features of Partner Edition that you haven’t used previously. In these circumstances, to make sure that your business is not impacted by lack of functionality or access to data, we would delay the date of upgrade to a point where all features can be successfully upgraded. Where this, or any other reason for delay, occurs we will contact you to let you know what happens next.  

Almost all data that was available within Partner Edition when we started the upgrade will be transferred to Sage for Accountants. This includes:  

  • All client data
  • All payment information
  • All business data
  • Historical invoices
  • Confirmed user roles and permission
Data that won’t migrate across:
  • Pending user invitations
  • Pending client invitations
  • Demo business accounts and associated data

All active users with access to Partner Edition will be moved across when we upgrade to Sage for Accountants. Their user credentials and permissions will be the same. These permissions can be updated within Sage for Accountants through the Manage Users menu which can be found through the navigation at the right-hand side of the navigation bar.  

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