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Client Management software for accountants

Organise clients, improve collaboration

Serve all clients in one place. Automate workflows and access client work in a click. Free when you sign up to Sage for Accountants.

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

What is Client Management?

Client Management is a free tool available when you sign up for Sage for Accountants. Manage client details and tasks from one place. Get instant access to live client data taken from multiple products in one list. Quickly organise and access client information.

Find, group, and tag clients to save time

View all your clients in one list with easy-to-use filters. 

  • Organise client lists into customisable folders 
  • Use custom tags to group clients by industry, region and more

Collaborate with colleagues and clients

Keep communications as clear as possible by recording and cross-checking conversations with clients.

  • Keep data secure by giving full access, read-only access, or custom access to users 
  • Create time-stamped comments in client records for colleagues to review 
  • Alert your team of key tasks on client records to boost productivity 

See key client data from one place

Make business-critical decisions on time with a clear view of client information.  

  • View financial year-end dates
  • View VAT and company registration numbers
  • See all client subscriptions and client info including addresses and compliance detail

Add tools to build your workflows

Once you’ve signed up for Sage for Accountants, you’ll get Client Management completely free. From here, you can add tools that help you with every step of your work.

  • Sage Accounting: Automate your admin, 3 months free for each client subscription*
  • Sage Payroll: Set up clients' payroll in four steps. Get 3 months free for each client subscription*
  • Tax: Stay compliant with MTD and get HMRC-recognised software, free to add 

It only takes three steps to get started…

To start customising your platform, sign up free for Sage for Accountants.

Step 1: Sign up for the Sage for Accountants platform for free. 

Step 2: Step 2: Get started with free functionality including Client Management and support straight out of the box. Manage client work and build skills across your team. 

Step 3: Customise your platform by adding tools. Each tool has its own plans and pricing. Add tools for client work and for your practice. 

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

Explore pricing
*Client subscriptions for Sage Accounting and Sage Payroll must be assigned during the promotional period to qualify for the offer. Terms and conditions apply.

Accountants discuss Client Management software

"This is really exciting from Sage. It's going to revolutionise the way I work with my clients...it's brilliant!"

Kerry Herbert
Crook and Herbert Accountants Limited

Client Management: Accountants’ FAQs

It’s completely free to use Client Management. Just sign up for Sage for Accountants free to get started.

Manage and assign up to 5 tags to use with client folders and records. It’s a great way to group clients by categories from location and industry to late payers – and you can add colours to easily identify clients.

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 5 different levels of account user to make sure they only see the relevant information.   View account user table.

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