search icon

Organise clients, improve collaboration

Client Management software for accountants

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.

What is Client Management software?

Client Management is included when you sign up to Sage for Accountants. Manage client details and tasks from one place, letting you quickly organise and access client information, freeing up valuable time to work closer with your clients.

Saving time in your workflow from start to finish

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.

Collaborate with colleagues and 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.

  • Keep data secure and customise access.
  • Keep time-stamped records colleagues can review for full transparency across your practice and client base.
  • Boost productivity by alerting colleagues of key tasks, so you can proactively support your clients.

Simplify practice management

Shine as a trusted expert your clients can rely on by making client work smoother and simpler.

  • View and monitor all client communications and actions in one place.
  • Upload and store key documents directly in client records for a single source of truth.
  • Automatically send, personalise, and categorise emails directly with minimal effort using Sage Copilot.
Request early access

How does Client Management work with Sage for Accountants?

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.

Features to support your clients and practice

Accounting

From small business owners, self-employed clients, and sole traders to more complex businesses, we've got a Sage Accounting plan built for your clients needs. Record, sort, and submit digital records to meet tax obligations. Our bookkeeping plans are ideal for the small business client with greater administration needs. 
Discover Accounting

Payroll

Sage Payroll is easy to set up for clients and integrates with Start, Standard and Plus plans from Sage Accounting. Automatically post salary journals into Sage Accounting for a complete view of your clients’ business, and get HR features included. 
Discover Payroll

Final Accounts & Tax

Manage year end accounts, Personal Tax and Corporation Tax for every client with free integrated tools and HMRC-recognised software.
Discover Final Accounts & Tax

Tools to support your practice

Automated data entry

It's simple to stay on top of receipts and documents with auto-entry capability. Snap and upload directly into your accounting software using automated data entry for instant access to accurate real-time data. It's also easy to share with your clients and make staying on top of their accounts and data stress-free.
Explore data automation

Pricing and proposals

Feel confident that you have client engagement covered. Send professional proposals, generate smart engagement letters, and stay on top of client checks and risk assessments, all with the highest level of compliance powered by GoProposal.
Explore client engagement

How to sign up to Sage for Accountants

Sage Copilot included

Build a plan that fits your firm with accounting practice management software designed to scale as you grow. It’s free to sign up to Sage for Accountants, and you can add features, client subscriptions, and automated documents as you need them.
Sign up and verify your practice and get complementary features free.
Customise your product by adding features and subscriptions for your practice and clients.
Add on automated documents as and when you need them.
Only pay for what you need, with simple monthly billing.
 AI-powered

Sage for Accountants

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

Get Sage for Accountants
We take your billing information at checkout to enable future payments for custom features.

Tools for your practice:

  • Sage Copilot
  • Sage Accounting
  • Sage Payroll
  • Centralised client management
  • Payroll Bureau Dashboard
  • Final accounts and tax submission tools
  • Cashflow forecasting
  • Member benefits and client discounts

Add-on features:

  • Automated pricing and proposals
  • KYC / Risk Assessments
  • Engagement letters
  • Automated data entry
  • Client cashflow forecasting

See full pricing for add-on features, subscriptions, and document allowances.

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 10 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 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.

Yes. Client Management makes it simple to manage your clients with Sage Accounting, Sage Payroll, or Sage 50 software, and it's also easy to import data from clients using other major accounting software solutions.

Get more than just great software

Award-winning support

Experts on hand helping you get the most out of your software so you can be more productive.
Speech bubble icon

Member Masterclass

Dip into talks and articles from the world's leading experts to help with business challenges, like using innovation to create impact.

Community Hub

A trusted space where Sage users connect, collaborate, and grow. Share your insights, find solutions, stay up to date, and get the most out of Sage. 
 

Business advice

Share the challenges you face with businesses like yours, discover in-person events and make connections.

Learning

Get the most from your software with help from our product experts.

Software certification

Take courses, earn certifications and stand out from the crowd.

Sage Advice for accountants and bookkeepers

Explore our blogs and articles for expert advice on accounting and bookkeeping.

Autumn Budget 2026: What it means for your business

Autumn Budget 2026: What it means for your business

Here are the announcements that affect sole traders, small, and medium-sized businesses—plus what it all means in practice, and the next steps to take.

Read more
Read more
Beyond the brief: Where do accountants’ hidden hours go?

Beyond the brief: Where do accountants’ hidden hours go?

Providing business-critical advice, reassurance and answering unexpected client questions all take time. Discover what the first Hidden Hours conversation reveals about accountants’ changing workload, and how practices can make that work more visible.

Read more
Read more
Plastic Packaging Tax: What businesses need to know, including 2027 updates

Plastic Packaging Tax: What businesses need to know, including 2027 updates

Are you affected by the Plastic Packaging Tax? Discover who's affected, and how, plus what's required. Changes are coming in 2027, and we detail those, too.

Read more
Read more
MTD for Income Tax: What accountants and clients need to do

MTD for Income Tax: What accountants and clients need to do

MTD for Income Tax started in April 2026. See the income thresholds, quarterly update deadlines, software rules, and what it means for your practice.

Read more
Read more
How agentic AI is changing accounting compliance

How agentic AI is changing accounting compliance

MTD for Income Tax is here. Discover how agentic AI empowers accountants to reduce admin and help clients navigate MTD with confidence.

Read more
Read more
Everyday agentic AI: How Sage is reshaping the future of accounting with MTD

Everyday agentic AI: How Sage is reshaping the future of accounting with MTD

Agentic AI is transforming accounting and bookkeeping, preparing accountants and bookkeepers for the future of digital tax and authentic intelligence.

Read more
Read more
Making Tax Digital for VAT groups: Returns and digital links

Making Tax Digital for VAT groups: Returns and digital links

MTD for VAT applies to VAT groups. See how the representative member files one VAT Return and maintains digital links between group members.

Read more
Read more
Embedded accounting: The opportunity for accountants

Embedded accounting: The opportunity for accountants

Embedded accounting is changing how small businesses keep records. Discover what it means for accountants and how to support clients effectively.

Read more
Read more
Explore Sage Advice

Want to build the right plan for you?

Talk to one of our experts to get 1-2-1 advice on boosting efficiency with features and support for accountants. We can help answer your questions, so you can get started with your plan.
Speak to an expert