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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

Get client account management in one place to find them quickly and easily. Automate data capture to tax submission and save time on manual work.

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
  • Manage user permissions

Work together

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

  • Assign team members as client owners
  • Set user permissions
  • List tasks and activities in time stamped notes

Serve clients

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

  • New GoProposal: Send proposals efficiently
  • Enable clients to snap and upload docs with AutoEntry
  • 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

How to get started

Step 1: Sign up to Sage for Accountants and verify your email

Step 2: Add Accounting for your clients in a few simple steps

Step 3: Jump into live data and start collaborating with your team and your clients

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

Get Sage for Accountants free
Sage

Client Management

FREE For your practice

Client Management is free for your practice. Simply sign up to Sage for Accountants for a new way to work with clients.

Included:

  • Organised client list and folders
  • Collaboration features
  • Subscription management
  • Pay per-client pricing
  • Discounts that grow with you
  • We train and support your team and your clients
Compatible with:

"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

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