Your move from Partner Edition to Sage for Accountants

We’ll let you know when we’re ready to upgrade you. If you don’t want to accept the upgrade, you don’t have to. You’ll still have access to Partner Edition and its features as long as the product is available. But you will be missing out on lots of new features and benefits designed to make your life easier. Here are just some of the examples of the features available through Sage for Accountants : 

• Instant access to free practice software including Client Management, Sage Accounting, and Sage Payroll 
• Additional discounts through Sage Points 
• Self-serve client subscriptions at the best prices 
• Easy-to-understand invoices 

Yes. Once upgraded, your Partner Edition bookmarks will no longer work so make sure you replace them with the Sage for Accountants log in page: https://app.sbc.sage.com/client-management/clients.

Sage for Accountants is a platform that’s free to use. When you upgrade, you also get a free starter kit which includes: 

• Client Management
• Final Accounts, Corporation Tax, and Personal tax free for every client 
• One free subscription of Sage Accounting Plus for your practice 
• One free subscription of Sage Payroll for your practice 
• 4-step practice success plan (4 hours of on-demand masterclasses) 
• Sage Membership 
• Access to Sage Points 

You’re in control of what chargeable tools you add for your practice and your clients. See products and pricing.  

Any chargeable subscriptions for your clients that are migrated from Partner Edition will have the prices preserved so you will not pay any more for these after upgrading to Sage for Accountants.

Sage Points may decrease the amount you are paying today. 

To see a breakdown of the prices you’re paying for client subscriptions, select the Invoices tab within ‘Manage business account’ after your first billing date once you’re using Sage for Accountants. 

Take a look at the product guide in Partner Edition to learn more on how to get prepared for your upgrade. For help with Sage for Accountants once you get started, use the in-product tour and help centre for product support. 

Looking for human support? Our dedicated customer service team are on hand to help you whenever you need.

Not yet. We'll be in touch when it's your turn to upgrade. To make sure your upgrade is seamless for you and your practice, we’re assessing your use of our software and capabilities to move each customer at the best time. By upgrading customers in this way, we can support you throughout the process.   

There are a few different reasons that we may need to move an upgrade date, like if you’ve started to use additional features of Partner Edition that you haven’t used previously. In these circumstances, to make sure that your business is not impacted by lack of functionality or access to data, we would delay the date of upgrade to a point where all features can be successfully upgraded. Where this, or any other reason for delay, occurs we will contact you to let you know what happens next.  

Almost all data that was available within Partner Edition when we started the upgrade will be transferred to Sage for Accountants. This includes:  

• All client data  
• All payment information  
• All business data  
• Historical invoices  
• Confirmed user roles and permissions  

Data that won’t migrate across:  

• Pending user invitations
• Demo business accounts and associated data  

All active users with access to Partner Edition will be moved across when we upgrade to Sage for Accountants. Their user credentials and permissions will be the same. These permissions can be updated within Sage for Accountants through the Manage Users menu which can be found through the navigation at the right-hand side of the navigation bar.