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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.

Accounting

From shoebox clients to sole traders to more complex businesses we've got the right solution.  Our two new Sage Accounting plans for digital record keeping enable you and your clients to record, sort, and submit to meet their tax obligations. 

Payroll

Sage Payroll is easy to set up 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.

Final Accounts & Tax

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

Get started with Sage for Accountants

Sign up

Sign up to Sage for Accountants and start to manage your clients at no cost.

Add client tools

After you sign up, add accounting, payroll and additional tools for your clients, only pay for what you add.

Unlock discounts

Grow your discounts with Sage Points. The more you buy for clients, the bigger the discounts.
Currently using Partner edition? Learn about your upgrade to Sage for Accountants.

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.

Related tools to help your practice succeed 

Sage Accounting: Easily manage bookkeeping

Save up to 10 hours a week on accounts admin with automated billing, invoicing, and banking.

Automation: Save time across your practice

Find out how to finish work faster and improve accuracy with automation across your workload, from accounting to tax. 

Accounting practice software resources

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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 Client Management software for accountants.

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