Stay on top of every client and every task. Sage Copilot flags what matters most so you spend less time searching and more time on actioning insights, planning, and client relationships.
From onboarding to payroll and tax, everything starts with Client Management to keep your practice workflow moving. Sage Copilot intelligence highlights insights, saving you valuable hours of time to connect with your clients.
Automated admin gives you back the time to foster client relationships. Keep communication clear as possible by recording and cross-checking information in one place, helping you build valuable trust.
Shine as a trusted expert your clients can rely on by making client work smoother and simpler.
Once you’ve signed up for Sage for Accountants, you’ll get Client Management software included. From here, you can add subscriptions and features that help you with every step of your work.
AI-powered
A customisable accounting solutions for your practice and clients. Only pay for what you need, add more features in-product. Available to verified accountants and accounting service providers.
Free
Tools for your practice:
Add-on features:
See full pricing for add-on features, subscriptions, and document allowances.
Kerry Herbert
Crook and Herbert Accountants Limited
You can easily set up control access levels to both client and practice subscriptions.
Account owner: The user that signs up for Sage for Accountants can grant colleagues access and manage permissions and access for each user.
Account user: Individual users in your practice.
You can set up 6 different levels of account user to make sure they only see the relevant information. View account user table.
You can also manage clients with Xero and Quickbooks.
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