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Plans and pricing: everything you get when you sign up

Client management

Software for your practice, for an unlimited number of users.

Sage Accounting and Payroll

Subscription to Accounting Plus and Payroll for your practice. Includes HR.

Directory

Listing on our Accountant and Bookkeepers directory.

Final Accounts and Tax

Free Final Accounts and Tax tools to use for all of your clients.

Partner discounts

Discounts on Accounting and Payroll subscriptions for your clients. 

HMRC recognised

Stay compliant. Personal Tax viewer and VAT overview. 

Get started with Sage for Accountants

Sign up to Sage for Accountants and start to manage your clients at no cost. Need more for your clients? Explore pricing to add subscriptions, expand your allowances, or upgrade to a paid plan to save more as your needs grow. 

Essentials

For practices wanting a taster of tools for client engagement, data automation. and processing to support clients.
Free

Included allowances per month:

  • 10 AutoEntry documents
  • 5 AutoEntry bank statements
  • 1 GoProposal client proposal
  • 1 GoProposal Smart Engagement letter
  • 1 GoProposal KYC (Know Your Client) Risk Assessment

Unsure? In-product purchases available.

See overage details
Recommended

Standard

For practices that require increased allowances and extra subscriptions to drive practice workflow efficiency.
per month / excl. VAT
Save £174*

Included allowances per month:

  • 100 AutoEntry documents
  • 50 AutoEntry bank statements
  • 5 GoProposal client proposals
  • 5 GoProposal Smart Engagement letter
  • 5 GoProposal KYC (Know Your Client) Risk Assessment

Unsure? In-product purchases available.

See overage details

Premium

For scaling practices that want to charge up profitability and growth with the best tools in the business.
per month / excl. VAT
Save £714*

Included allowances per month:

  • 250 AutoEntry documents
  • 125 AutoEntry bank statements
  • 20 GoProposal client proposals
  • 20 GoProposal Smart Engagement letter
  • 20 GoProposal KYC (Know Your Client) Risk Assessment

Unsure? In-product purchases available.

See overage details

*Savings for partner-only discounts are calculated based on the overage charges in Essentials. **Trustpilot score based on reviews as of February 2024 

 

Overage cost per item  Essentials  Standard  Premium 
 Additional AutoEntry document  + £0.25  + £0.22   + £0.19 
 Additional AutoEntry bank statement  + £0.70  + £0.50   + £0.30 
 Additional GoProposal client Proposal  + £12  + £10    + £7 
 Additional GoProposal Smart Engagement letters + £9  + £7 + £3
 Additional GoProposal KYC (Know Your Client) Risk Assessments  + £9  + £7  + £3 
 Basic AML service + £2.50  + £2  + £1.50
 Document AML service + £7  + £5.50  + £4.50 
 Biometric AML service + £15.50  + £10.50  + £8.50 
 International Address Verification AML service + £12.50  + £10  + £7.50 

Sage for Accountants pricing guide

Manage clients from one place. Pay for what you need and save as you grow with per client pricing.

Sage subscriptions for your clients

Sign up to Sage for Accountants, then you can add discounted Sage subscriptions for your clients through Client Management :

Sage Accounting   Sage Accounting

Manage accounting for clients. Track invoices and cash flow, accept payments, automate admin, and more. The new Sage Accounting Individual plans for digital record keeping are ideal for clients with simple tax needs.

Plans from £0 to £14 + VAT/mo

1 - 10 Sage Points per subscription

Features Individual Free
£0
Individual
£4
Start
£8
Standard
£12
Plus
£14
Number of users   1  Unlimited  1  Unlimited  Unlimited
Mobile app (iOS and Android)      
 
 
Bank feeds             
Transactions categorisation          
Financial reports           
Accountant and bookkeeper support           
Client and business user support           
Calculate and submit VAT           
Create and send invoices      
Track what you're owed      
Automatic bank reconciliation      
Manage and submit CIS    
Send quotes and estimates    
Forecast cash flow    
Manage purchase invoices    
Manage inventory  
Multi-currency accounting  

To get started with Sage Accounting, follow two simple steps :

  1. Sign up to Sage for Accountants 
  2. Sign into Sage for Accountants and follow the prompt which shows you how to create a Sage Accounting subscription

Sage Payroll   Sage Payroll and HR

Manage payroll and HR for clients. Seamlessly integrate with Sage Accounting to eliminate manual efforts with HMRC-compliant and accurate payroll deduction. 

Plans from £5 + VAT/mo

10 Sage Points per subscription

Employees

Price per month

5

Base subscription
£5

From 6-10

Additional
£1 per employee

From 11-25

Additional
£0.65 per employee

From 26 and above

Additional
£0.50 per employee

 Reporting and analytics        
 Submit RTI    
 Direct deposit  
   
 Automatic pension enrolment        
 Year-end processing         
 Basic HR reporting        
 Employee self-serve        
 Regulatory and custom policies        
 Third party integration        

 

Optional add-ons

 

Additional cost per employee per month

Performance management Set goal and OKRs, schedule 1-to-1's and manage 360 feedback. £1.00
Core HR and leave management Digitalise employee records, create org charts and teams, store documents, send company announcement, set work.  £0.75
Timesheets Digitise time off processes, policies, balances and view a shared calendar.  £0.50
Shift scheduling Flexible, functional and interactive shift planning module.  £0.50
Expenses Submit and manage company expenses from anywhere.   £0.25

To get started with Sage Payroll, follow two simple steps :

  1. Sign up to Sage for Accountants
  2. Sign into Sage for Accountants and follow the prompt which shows you how to create a Sage Payroll subscription

Earn discounts as you go

Sage Points

Automatically collect points each time you add a client subscription to your plan – the more points you accumulate, the bigger your discount grows for every subscription. 

Accountant Price

0-49 points

5 % off all subscriptions

50-99 points

10 % off all subscriptions

100-199 points

15 % off all subscriptions

200-499 points

20 % off all subscriptions

500-999 points

25 % off all subscriptions

1000-4,999 points

How many points is each subscription worth ?

Get 1 Sage Point for every Accounting Individual Free, Final Accounts and Tax subscription

Get 5 Sage Points for every Accounting Individual and Start subscription

Get 10 Sage Points for every Payroll, Accounting Standard or Plus subscription

Volume Purchase Agreement

Let us know how many subscriptions you want to buy and over how long – then get a discount up front.

After signing up for Sage for Accountants, talk to a practice success manager. Specify how long the term of the agreement is - 12 or 24 months and decide how many Accounting subscriptions you want to purchase over that time.

Plans and pricing FAQs for accountants

Only using free tools and support? If you’ve signed up to Sage for Accountants Essentials plan and are using the free complimentary tools and allowances, you won’t be charged. 

Once you're signed up to a Sage for Accountants plan, you will only be billed for increasing your allowances or adding subscriptions for your clients through Manage Subscriptions. These Overages will come at a cost, which means that you only pay for what you use. 

You can however upgrade your plan at any time if you need greater allowances or extra subscriptions for your practice. The Standard plan starts at £95 GBP per month, while the Premium plan starts at £245 GBP per month. Both these plans still allow you to add on allowances or subscriptions for an extra cost, except you save more in the long-run. 

We securely store your billing details so that if you decide to add extra allowances through Manage Subscriptions at any time, it’s quick and easy. If you choose not to add any extras, or don't sign up for the Standard or Premium plan, you won’t be charged.  

There is a Sage Accounting plan for every client regardless of the complexity of their business.

All 5 plans (Individual Free, Individual, Start, Standard, and Plus) provide the features needed to keep digital records and manage bookkeeping for your clients. Choose which plan is right for your clients, based on the type of business they run.  

Individual Free : Ideal for tax payers who do their own Self Assessment, taking the first step to digital record keeping.

Individual : An automated solution ideal for tax payers who want to go digital, sort and prepare tax records with their accountant. 

Accounting Start : Ideal for your clients that are just starting out with their new business, sole traders, and micro businesses that need to keep business records such as sales invoices, cash purchases, CIS for subcontractors, and simple VAT. 

Accounting Standard : Perfect for clients that run a small business with more complex record keeping. It offers everything Sage Accounting Start offers, plus more advanced features including managing creditors, CIS, analysis reporting and more detailed financial reports.  

Accounting Plus : Offers all of the Standard features plus support for multiple currencies and inventory management.  

Sage Points is how Sage calculates how much discount you earn so you benefit as you grow. 

When you add a client tool through Manage Subscriptions, you'll automatically collect points. The more points you accumulate, the bigger your discounts and rewards. You can earn up to 25 % across all subscriptions. 

You can earn Sage Points whether you add a single client tool at a time, or have a Volume Purchase Agreement (VPA). With a VPA, all of the Sage Points for all of the client tools you agree to buy are awarded to you from the first one you activate - meaning you can access your volume discount immediately, rather than having to build up your Points over time when purchasing one at a time.

A Volume Purchase Agreement (VPA) is a contract and commitment to a specific volume of client subscriptions. It allows you to purchase multiple subscriptions of Sage Accounting and unlock additional discounts from day one. When you let us know how many subscriptions you want to buy and over what period (12 or 24 months), you'll receive a discount upfront from the very first subscription you activate. This means you only pay for the rest as and when you activate each client, giving you the best price.

You have flexibility with your Volume Purchase Agreement if you need to adjust the period or quantities of your subscriptions. For example, you can extend the duration of your VPA without losing your discount level. You can also increase or decrease the subscription commit to meet your own needs and the needs of your clients. The discount level will automatically be adjusted accordingly.

To calculate your discount, you earn Points for each subscription you add. The number of Points earned depends on the type of subscription. You can refer to the Sage Points discount guide in our Product and Pricing Guide for full details. The discount is applied from the very first subscription you activate, providing immediate cost savings.

As for billing, when you sign up for Sage for Accountants (SFA), the day you sign up will be your billing date. Each time you add a subscription, your billing will be updated with the level of discount corresponding to the total commit volume.

Each subscription that you add earns Points. Your discount is calculated using the Sage Points discount guide which is available here: Download our Product and Pricing Guide for full details.

With this example we can also show you how to calculate your discount:

Samantha is an accountant. She decides she will need 10 subscriptions of Sage Accounting Start, 10 of Standard and 10 of Plus over the next 24 months. She signs a Volume Purchase Agreement with Sage.

Each Accounting Start subscription earns Samantha 5 Points. Each Accounting Standard subscription earns Samantha 10 Points. Each Accounting Plus subscription earns Samantha 10 Points.

Samantha gets 50 Sage Points for her 10 Start subscriptions, 100 Points for her 10 Standard and 100 Points for her 10 Plus, giving her 250 Points. This gives her 15% off. She receives this full 15% discount from the very first subscription she activates

Volume Purchase Agreement billing follows the general subscription billing. The day you sign up for Sage for Accountants, SFA, will be your billing date. Each time you add a subscription, your billing will be updated with the level of discount corresponding to the total commit volume.

What happens if I want to change the period or the quantities in my VPA?

You can extend the duration of your VPA to keep your discount level and you increase or decrease the subscription commit to suit your and your clients’ needs. The discount level will automatically be adjusted accordingly.

You can add the HR features that you want when you buy a Payroll plan. Choose features that help you manage and input employee records, track holidays and leave, and manage basic HR reports. There are also features which allow you to electronically send documents, and employees can self-serve to access payslips and documents from the app. Advanced HR features include HR analytics, custom policies and workflows, expenses, timesheets, and shift scheduling.

HR features available to add;

  • Core HR: Digitalise employee records, create org charts and teams, store documents, send company announcements, set working patterns, onboard new starters, and more.
  • Leave: Digitalise time off processes, policies, balances, and view a shared calendar.
  • Timesheets: A fast, easy way to for employees to track overtime and projects.
  • Scheduling: Flexible, functional and interactive shift planning module.
  • Expenses: Submit and manage company expenses from anywhere.

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