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Save time, boost productivity

Automate your work at every step

What if you could finish your work faster and improve accuracy at the same time? It’s simple with automated Sage software. Sign up to Sage for Accountants free to get started.

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

Add tools to Sage for Accountants

Start boosting practice productivity straight away. Simply sign up to the Sage for Accountants platform free. Then customise your platform by adding tools like our bookkeeping software Sage Accounting.

Sage Accounting: your hub for automation

Ready to save time on tasks across your practice? Sage Accounting is the place to start. With reporting, reconciliation, tracking, and more, you can start saving time as soon as you’re signed up. 

 

Calculate and submit tax returns digitally

Prepare for year-end accounts with automatic calculations, submit business or personal tax returns directly to HMRC, and get built-in MTD compliance.

Set up recurring invoices

Easily convert quotes to invoices. And for those clients with repeat services or products for customers, you can set up recurring invoices to automatically send when needed.

Automate banking to save time

Work with multiple currency bank transactions in Sage Accounting and attach them to invoices without lifting a finger.

Other ways to save time with Sage Accounting 

Reporting: Use smart, customisable reporting to advise clients with clear insights into profits, losses, departments and nominal activity. See the data you need without downloading documents or building new reports. 

Multi-currency: Manage quotes and payments in multiple currencies and stay up to date with exchange rates that automatically update to keep clients’ figures accurate. 

 

Reach peak practice productivity

It’s easy to build on the time-saving functionality Sage Accounting provides. Depending on how you work and the functionality you need, there’s a range of tools you can use to easily manage every aspect of your work. The best part? They all integrate with Sage Accounting so that you only ever have to enter data once. 

Capture data quickly and easily

Clients can snap and upload documents like receipts which auto-populate in Sage Accounting through AutoEntry by Sage.

Explore AutoEntry by Sage

Run clients’ payroll with less data entry

Sage Payroll is easy to set up and integrates with Sage Accounting. 

  • Automatically post salary journals into Sage Accounting for a complete view of your clients’ business 
  • When a pay run is completed, all the information automatically posts to Sage Accounting 
Explore Sage Payroll

One workflow and submission process for tax 

Use tools that integrate to manage tax for clients.

  • Create accounts efficiently by auto-populating key data from Companies House 
  • Prepare and file SA100 tax returns and supplementary pages with built-in HMRC tax calculation 
  • Automatically create corporation tax returns based on final accounts data 
  • Easily file a combined corporation tax return with HMRC automatically 
  • Automatically transfer trial balances from Sage Accounting into Final Accounts
Explore tax tools

Sync clients’ sales and accounts

Get one fast, secure process that saves hours in manual data entry.  

  • Easily connect Square to Sage Accounting files, sync active locations, and sync transactions like balance adjustments and loan payment 
  • View a breakdown of sales from all of your clients’ payment data 
  • Reconcile all kinds of payments including gift cards 

Get free processing on the first £2500 of Square transactions for your practice and each client with Sage Accounting and Square. Complete the form to receive an email with a Square referral link and steps on how to get started. Terms and conditions apply

Join Sage for Accountants and add your tools

Get started with automation tools that save you time. 

  • Sign up to Sage for Accountants free
  • Get one free subscription of Sage Accounting Plus for your practice as part of your free bundle
  • Adding Sage Accounting? Then select a Sage Accounting tier and add it to your platform for each client
  • Adding other tools? Take a look at the pricing and add the ones you need to your Sage for Accountants platform

Have Partner Edition? Learn about your upgrade to Sage for Accountants 

Accountants discuss automation software

Automation FAQs for accountants

Sage automation helps you: 

More meaningful work
Time-consuming manual work? Time to say goodbye. Free up your staff to use their expertise and experience more often. Automated tools help you save time on manual data entry and reconciliation. In turn, this helps you lower recruitment costs and decrease business disruption.  

Work when you want to
With the workload lightened and Sage for Accountants at your fingertips, it’s easier than ever to pick up mobile working.  

Boost efficiency
When you spend less time working on manual work, it’s easier to keep costs down and efficiency up. 

Limited time offer, one per customer and not transferable. This offer is for Sage Accounting customers only. This offer is not applicable to existing Square customers. If at any time Sage determines that you are no longer eligible, the free card transactions offer will be terminated. Offer is subject to availability. The referral link offered to Accountants is only for accountants use or for use with their clients.  

Waived processing fees are reimbursed to your account on each deposit. Free processing valid for 180 days, after that a processing fee will be charged per transaction as per Square’s fee schedule.

Any customer queries regarding the Square account are directly managed by Square.  

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MTD for ITSA - are you ready?

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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 automation tools for accountants. 

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