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Client Management

Serve all clients from one place with Client Management – free for your practice when you sign up to Sage for Accountants. Automate capture to tax workflows for clients and access their work in a click.

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

Manage clients

Make client account management easy with a clear client list, custom tags, and automated admin from data capture to tax submission.

Collaborate

Use our client management tool to have better conversations with clients and your team using rich text notes.

Add subscriptions

Add and remove client subscriptions to only pay for what you need and get exclusive discounts that grow with you.

Get organised

Quickly search, filter, and find clients.

  • View all your clients in one list
  • Organise client lists into customisable folders
  • Add and edit custom or pre-set tags to group clients by industry, region, and more

Work together

Keep records of client conversations to cross-check and improve collaboration.

  • Invite colleagues to access Sage for Accountants
  • Set access levels for clients and your team
  • Create time-stamped comments in client records for colleagues to review

Serve clients

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

Build workflows

Add the modules clients need for integrated data and information that flows. Get discounted client subscriptions - 70% off Sage Accounting Standard or Plus for 12 months and 3 months free Sage Payroll.

  • GoProposal by Sage: Send proposals efficiently
  • AutoEntry: Enable clients to snap and upload docs
  • Accounting: Automate your admin
  • Payroll: Submit your payroll in four steps
  • Free compliance: Stay compliant with MTD and get HMRC approved software

Manage clients the easy way

Get started with Sage for Accountants

Step 1: Add practice details so we can check your eligibility

Step 2:
Enter billing information so that you can easily assign subscriptions to clients when ready

Step 3:
Start adding clients

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

Sage for Accountants

Free to join for accountants and bookkeepers

What’s included?

Software for your practice: Client Management, Sage Accounting Plus, Sage Payroll

Client service software discounts: Sage Accounting, Sage Payroll

Client service software: Sage Final Accounts, Sage Personal Tax, Sage Corporation Tax

4-step practice success plan: Reach your goals with on-demand sessions 

Sage Points entry to get discounts for your practice

Expert support for MTD regulations and getting started 

Member Masterclass: Talks and articles from the world's leading experts


 Limited time only

Get 70% off client subscriptions for Sage Accounting Standard or Plus for 12 months and 3 months free Sage Payroll*

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

"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

FAQs

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.

It’s quick and easy to work with your team using Client Management.

  1. Add the user
  2. Set the level of access that you want the user to have
  3. Start collaborating across Client Management, Sage Accounting, Payroll, and tax submission software

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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