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Customer onboarding

Get started in Sage for Accountants

From setting up your practice and adding clients to preparing for Making Tax Digital, this hub brings together guided videos, expert support and key resources to help you get the most from Sage for Accountants.

Choose flexible accounting plans for every client, powered by AI to save time and automate routine work.

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Making the most of Sage for Accountants

Amplify your impact

Your go to resource for industry insight, practical guidance, and the latest on events and webinars.

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Book your MTD Consultation

Speak to our experts who can help you review and redefine workflows and processes ahead of MTD.

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Community Hub

Get answers to your questions or help fellow members to get the most from their solutions.

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How to set your practice up for success

Quickly learn how to get set up with our bitesize videos.
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Discover the MTD Agent

Take full advantage of your MTD for Income Tax Agent inside Sage for Accountants (SfA). Save hours of manual work, reduce risk and build client trust.

What the Sage MTD Agent does:

  • Automates MTD prep tasks: Surfaces actionable insights to keep clients compliant.
  • Simplifies HMRC setup: Accelerates authorisations and reduces errors, saving time.
  • Keeps client records up to date: Ensures every client's data is complete and ready.

Your MTD Agent is ready in SfA. Add your first client and Copilot to start benefitting today.

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Earn discounts as you go

Sage Points

Automatically collect points each time you add a client subscription – the more points you accumulate, the bigger your discount grows for every subscription. 

How many points is each subscription worth?

  • Get 1 Sage Point for every Accounting Individual Free subscription
  • Get 5 Sage Points for every Accounting Individual and Start subscription
  • Get 10 Sage Points for every Payroll, Accounting Standard or Plus subscription
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Volume Purchase Agreement

Let us know how many subscriptions you want to buy and over how long – then get a discount up front.

After signing up for Sage for Accountants, talk to a practice success manager. Specify how long the term of the agreement is - 12 or 24 months and decide how many Accounting subscriptions you want to purchase over that time.

Learn how to get set up

Get started in SFA