Why move from Partner Edition to Sage for Accountants?
Sage for Accountants is our new platform that offers all of the key functionality of Partner Edition with more features, support, and bigger discounts. It brings you one connected, digital experience to help you stay profitable and productive.
Get access to new tools like Client Management. Use a single searchable client list with customisable folders and tags. Effortlessly manage client subscriptions with self-serve subscription management
Free starter kit
Your kit that includes Client Management, tax and Final Accounts software, one free practice subscription of Sage Accounting Plus and Sage Payroll, access to Sage Membership and 4-step practice success plan
Customise your platform
Purchase tools like Sage Accounting or Sage Payroll for clients and easily add, access, and manage them from your Sage for Accountants platform
With Sage Points your discount grows each time you add a client subscription
How your upgrade will begin
We’re upgrading all Partner Edition customers to Sage for Accountants in waves. When we’re ready to begin the wave for your practice, we’ll be in touch at the start of the month. Keep an eye on your inbox for your upgrade email which will prompt you to:
Accept the terms and conditions to kick off your upgrade
Follow the link on the email to get all of the information you need
Compare Partner Edition and Sage for Accountants
Your upgrade to Sage for Accountants brings you and your clients even more features and benefits. All features that you currently use in Partner Edition will be available, but some tasks have been optimised and simplified. Here are some of the key changes:
Sage for Accountants
Multi-user and practice access rights
Sage 50 to Sage Accounting migration
Free tax tools for your clients
Search client lists by name, number, and email with filters
Control subscription access and invite clients to collaborate
Easy-to-manage subscriptions: upgrade, downgrade, or cancel
Simple client record creation and management
Create, assign, customise, or remove user roles
Self serve subscriptions
Full invoice breakdown
Contact record creation and management
Time-stamped comments and notifications
Client folders and tags
Everything you need to know: Sage for Accountants
Hear from our product experts on the key benefits and features of Sage for Accountants.
"The best part about Sage for Accountants is the way that they've represented the software that each client is on. It's provided us with a tool that allows us to slice our client base up and look at what their needs are individually."
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
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.
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.
More questions about your move?
Talk to one of our experts to get 1-1 advice and additional support.