Get more value from your software

Partnership Tax is now live in Sage for Accountants! The latest tool to be added to our free compliance suite meaning you can handle more of your compliance and HMRC requirements without the need for multiple, disconnected tools. In one smooth, guided 4-step process you can now serve more of your client base in one place. 

Streamline business management operations for you and your client today with leading business finance platform, Tide! 

Benefits for you, at a glance: 

•  Elevate your role as a trusted advisor by offering your clients a simple, seamless banking solution. 
• Enhance data accuracy with up-to-date financial data sources and simplify client management operations. 
• Eliminate unnecessary fees and extra admin from using formation agencies or intermediaries. 

Benefits for your clients at a glance:  

• Clients can apply for a free account in minutes and register their company for only £14.99 in one seamless experience. 
• Gain access to free in-app tools including expense cards, auto-categories, direct debit tools, team access and more. 
• Trusted by over 10% of UK SMEs, supporting over 650,000+ sole traders, freelancers and limited companies for their everyday business banking needs with 24/7 in-app support. 
• Earn up to £140* when you refer a client to open a business account with Tide. Click here to discover how Tide helps small businesses and refer a client today. 
  
  *Subject to Tide’s terms and conditions 

Eliminate the need to manually enter data across multiple spreadsheets with Futrli’s Excel Upload feature. 

It allows you to efficiently upload organisational data using a provided template that captures all key information from platforms outside of Sage Accounting, Xero and QuickBooks.  

Create comprehensive advisory plans for your clients while saving time, leveraging all Futrli’s existing functionalities.  

The update many of you have asked for to your aged debtors/creditor reports is here! 

Access a more detailed breakdown of the money you owe and are owed for VAT registered businesses, with the ability to toggle between your desired view: O/S Net and O/S VAT.  

Collect payments quicker and in person from customers easily in your app without the need for an additional point of sale (POS) device. 

Sage for Accountants users can now experience enhanced efficiencies in Practice Management thanks to four new powerful features:  

You can now send bulk or individual client’s emails, directly from Client Management.  

With the new activity log, you can easily view all client communications and actions you have access to, so you have an up-to-date view of client activity 

Keep all your files in one place with our new File Storage solution, so you can keep essential files in dedicated space. 

View all your clients and prospects in a single list to streamline client and prospect management.  

This latest update allows you to search Companies House directly, so you can automatically populate key data such as business name and address. Plus, you can retrieve compliance deadline and easily view them in a ‘Key Dates’ tab and refresh the business data at any time to ensure you have the most up to date information.  

If you need to make changes to a client’s personal tax records in Final Accounts, you can now choose to update all data – meaning you don’t need to manually update all information.  

Google and Apple Pay are now available in your Stripe Checkout. Pus, you can customise the page so it’s cohesive with your company branding, giving your customers a smooth checkout experience. 

It’s the time of year when the workload begins to increase for Accountants and Bookkeepers.

This month, you now have access to four new features and updates to help you through the busiest quarter of your year. Join Chris Downing, Director for Accountants and Bookkeepers at Sage, as he runs you through these features so you cans see them in action. 

If you're a Sage Accounting Individual Paid user, you can experience more user-friendly sales invoices.

Now your clients can share a link to their customers which will provide an up-to-date sales invoice, even if you make changes to the document.

Claim a tax deduction in respect of any eligible foreign tax suffered with the new Double Taxation Relief option available to Corporation Tax Online users.

Multiple lines of foreign tax changes can be entered for changes you might need to make.

Sage Accounting users can now easily delete bank reconciliations, correct multiple errors at a time, open/close balances and start again without spending time on manual workarounds.

AccountsPrep is a new add-on for AutoEntry users designed to be a quick, simple, and efficient solution for accounts preparation, eliminating the need for manual data entry and Excel working papers.

AccountsPrep goes a step further than anything else on the market for those non-digital clients. If you serve sole traders operating on a cash-accounting basis, or clients without ledgers still submitting their annual financial documents by dropping off a box full of invoices and receipts every year, AccountsPrep is the missing piece of the puzzle you need to reduce manual data entry.

*AccountsPrep is not available in the AutoEntry allowance in Sage for Accountants

This month join Chris Downing, Director for  Accountants and Bookkeepers at Sage, as he covers the updates designed to give you more flexibility, so can save time to do what you do best