
Making Tax Digital: How accountants can create headspace
Accountancy can be a high-stress job. Burnout, depression and other mental health conditions are common. Here's advice on how to cope.
Serve all clients in one place. Automate workflows and access client work in a click. Free when you sign up to Sage for Accountants.
View all your clients in one list with easy-to-use filters.
Keep communications as clear as possible by recording and cross-checking conversations with clients.
Make business-critical decisions on time with a clear view of client information.
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.
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
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 5 different levels of account user to make sure they only see the relevant information. View account user table.
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