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Resources for Accountants & Bookkeepers

Practical guides, insights and tools to help your practice navigate MTD, AI and what’s next.

We’re on a mission to cut 80% of your admin

Featured

Your clients don’t need more of your time, they need more of your expertise. Sage for Accountants can free your team from the repetitive work, so your expertise goes where it matters most.

See how in this 3-minute walkthrough with Lisa Ewens, our SVP of Product.
 

Keynote

Keynote: Sage's vision for a new accounting era

AI is set to elevate the accountant's role, but how? Hear from Sage's CFO on how they're getting it right with AI built into real accounting workflows, keeping trust, transparency, and the accountant at the heart of it all.

Product announcement

One connected workflow for MTD

Cut MTD complexity with one connected workflow. In this session we explore how to automate the busywork and move from line‑by‑line checks to insight‑led review.

Product announcement

Introducing the Payments agent

See how an AI‑powered Payments agent automates invoices, payment chasing and reconciliation - giving businesses and their accountants time back.
Product announcement

Scalable advisory with Sage Intacct Accountants

Unlock advisory‑led growth with Sage Intacct Accountants. Designed to handle complex, multi‑entity work at scale, without increasing headcount.

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Industry insights

The big conversations shaping accountancy and bookkeeping right now.

Making Tax Digital

Everything you need to get your practice and clients MTD-ready.

Explore the MTD hub

The MTD action playbook

Featured guide

Your MTD action plan starts here. Inside the playbook you’ll find:

  • 5-phase action plan built for accountants
  • MTD timeline and who's affected 
  • Client segmentation and pricing frameworks
  • Ready-to-use checklists and workflow guides
Download the MTD playbook

On demand webinars for MTD

MTD client engagement: from chaos to control

Turn MTD into an opportunity. Discover how to engage clients, build better habits and guide them confidently through this change.

Master managing low-tech clients through MTD

As MTD for Income Tax approaches, low-tech clients present a growing challenge. But there’s a practical, compliant way to support them while still scaling your practice.

January Jumpstart: Get your clients ready for MTD and payroll year end

Stop reacting, start strategising. Learn how to turn client data and key deadlines into a growth strategy that makes 2026 your practice's strongest year.

The Road to MTD: Simplifying Self Assessment Along the Way

MTD is coming fast. Learn how to simplify Self Assessment with AI-powered workflows and leave with a clear plan to get your practice MTD-ready for April 2026.

Flexible. Powerful. MTD-Ready: Sage for Accountants, built for you

What if your practice software worked around you not the other way around? See how Sage for Accountants and Sage Copilot put you back in control.

MTD news and advice for accountants

Operational checklist: Before you price for MTD for Income Tax, answer these questions

Operational checklist: Before you price for MTD for Income Tax, answer these questions

A practical checklist for accounting and bookkeeping practices preparing for the year-round work MTD for Income Tax can create.

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MTD for Income Tax is an operational reset—and the best reason to rebuild your firm's foundations

MTD for Income Tax is an operational reset—and the best reason to rebuild your firm's foundations

MTD for Income Tax could affect how accountants and bookkeepers work year-round. Here's what shifts across workflow, pricing, capacity, and client behaviour—and what to fix before August 2026.

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Code red for MTD: Catching up if your practice is behind

Code red for MTD: Catching up if your practice is behind

Read our article if your accountancy practice is struggling to be ready for MTD for Income Tax. It's not too late to fix things.

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Help! MTD for Income Tax has started! A practice plan for the year ahead

Help! MTD for Income Tax has started! A practice plan for the year ahead

Operational capacity, behaviour change and the role of AI in keeping your practice moving forward—MTD presents challenges but also countless opportunities.

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How accountants and bookkeepers can embrace the new tax year with confidence

How accountants and bookkeepers can embrace the new tax year with confidence

Is your practice set up for success in the 2026/27 tax year? Here's everything you need to do to start the new tax year off right.

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Making Tax Digital for Income Tax penalties: HMRC's new systems explained

Making Tax Digital for Income Tax penalties: HMRC's new systems explained

Learn about Making Tax Digital penalties. Understand HMRC’s new regime, how fines work, and steps to avoid them in our detailed guide.

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Making Tax Digital for Income Tax: How accountants can work with landlord clients

Making Tax Digital for Income Tax: How accountants can work with landlord clients

MTD for Income Tax is here and landlords are impacted. Learn how your practice can support them from April 2026 and beyond.

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AI in practice

Move beyond the hype. Adopt and apply AI across your practice with confidence.

Explore AI resources

AI in Accountancy: State of the Nation

Featured

See how firms like yours are responding to AI and understand where you stand in the industry.

What's inside:

  • A deep dive into the views of 600+ accounting, bookkeeping and finance professionals
  • How firms are using AI today – and where it’s delivering measurable gains
  • Adopting AI in your practice
  • The biggest concerns holding firms back and how to overcome them
  • And much more
Download the report
Article

Where is your firm on the AI maturity curve?

Assess how ready your firm is to adopt AI, identify the gaps, and understand the next steps to move from experimentation to confident use.

Read the article
Article

What to automate: 30-day AI wins for accounting and bookkeeping firms

You might be short of time, confidence, and a clear idea of where AI genuinely helps. We can help.

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Article

The AI pricing trap: How accountants can avoid it

AI saves time for accountants but does it boost profit? If pricing stays hourly, gains vanish. Learn how to turn efficiency into real revenue.

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Article

AI and accountants: The rules and guidelines you need to follow

The PCRT guidance has been updated for AI. Here's what it means for your practice—and how you can use it to build a powerful AI strategy.

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Article

Sage Copilot: Secure by design, AI made ready for finance

Sage's AI speeds finance with secure by design controls that keep data private, honour roles and leave clear audit trails for confident deployment.

Read the article

Hear from your peers

Find out how accountants are tackling today’s biggest changes, in their own words.

Events

Catch up on the best bits from our industry events and roadshows.

Highlights

Accountex London 2026

At Accountex this year, the focus for accountants and bookkeepers was clear: connected workflows, AI-powered efficiency and helping firms thrive beyond compliance.

Highlights

AI Roadshow Bristol

Our nationwide roadshow brought the profession together to explore the future of AI in accounting. Catch up on the key moments and insights from our Bristol roadshow.

Highlights

AI Roadshow Manchester

The Sage AI Roadshow continued in Manchester. This time the focus wasn't theory, it was all about practical adoption.

Highlights

AI Roadshow London

The final stop of the Sage AI Roadshow series brought the conversation to CodeNode in London. One message was clear: AI isn’t the future — it’s already here. The firms that lead with it will define what comes next.

Amplify your impact

Talk to one of our experts to get 1-2-1 advice on boosting efficiency with tools and support for accountants. 

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