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Get started with Sage

Whether you're new to Sage, exploring a new solution or want to get more value from your existing solutions, Sage is committed to unlocking your practice potential and helping you thrive. Our Sage for Accountant experts are ready to get you set up with our onboarding masterclasses, tools and resources.
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Sage for Accountant

Sage for Accountants demo

Every Tuesday 12pm - 1pm

New to Sage for Accountants or looking to enhance your toolkit?

Come join us on this Masterclass which showcases the journey from engaging with a new prospect through to filing their tax submission and get expert driven insights into the all the integrated tools along the way which unlock the power of Sage for Accountants.

  • Connect to and win more profitable clients through our Accountant and Bookkeeper Directory
  • Engage clients professionally, profitably, and with confidence that it is done to the highest standard of compliance with GoProposal by Sage
  • Easily organise, manage, and collaborate with all your clients in one place with Client Management, regardless of their ledger solution
  • Access free compliance tools for year-end accounts and tax management
  • Streamline compliance services with automated data processing with AutoEntry by Sage, and our market leading accounting, financial, and payroll tools, adding real value to your services
Coming soon

Onboarding Masterclasses

Live, expert-led sessions designed to guide you through the setup and usage of our solutions, ensuring you get the greatest value from them and make the most out of your investment.

Secure your spot now and begin your journey towards mastering our solutions!

Simply click on the relevant session below.

Every Wednesday 1pm - 2pm
GoProposal by Sage

Client Engagement

GoProposal by Sage

What’s covered:

  • Building your pricing matrix
  • Proposal templates and emails
  • Line-item configuration
  • Smart engagement letters
  • Anti-money laundering (AML)
  • Branding



Coming soon
Every Thursday 1pm - 2pm
AutoEntry by Sage

Data Automation and Processing

AutoEntry by Sage

What’s covered:

  • Quickly and easily automate and streamline data collection
  • Say goodbye to manual intervention, piles of paperwork, filing and printing
  • Improve the efficiency and accuracy of your data capture processes
  • Extract, categorise and publish financial documents to your accounting software
  • Spend less time chasing documents

Coming soon
Every Thursday 12pm - 1pm
Futrli by Sage

Advise Clients with Confidence

Futrli by Sage

What’s covered:

  • Account configuration
  • Powerful management reporting
  • Accurate forecasting
  • Cashflow reporting
  • Budgeting
  • Templates

Coming soon
Every Wednesday 12pm - 1pm

Payroll

Sage Payroll

What’s covered:

  • Save time with a 4-step payroll process
  • Stay compliant with HMRC regulations
  • Automatic pension enrolment
  • Lightning-fast corrections
  • Employees self-serve payslips and P60s
  • Track and manage employee holidays
  • Seamless integration with Sage Accounting

Coming soon
Every Tuesday 12pm - 1pm

Bookkeeping

Sage Accounting

What’s covered:

  • Introduction to Sage Accounting Licences – Learn about the three available licences: Start, Standard, and Plus. Understand which licences suits your client needs better
  • Start Licence overview – Perfect for startups and small businesses. Allows efficient Bank processing with Bank feeds, streamlines the VAT process and a key feature of Sales Invoices
  • Deep Dive into Plus licence
  • Friendly user interface-Stay informed with insightful dashboards
  • Settings - Overview of all features included in the software and how easy they can be enabled
  • Collaboration and Security - Collaborate with your clients regardless of location
  • Quotations/Invoicing - Create professional quotations effortlessly with automated Decline and Acceptance and smoothly generate Invoicing
  • Automated Purchase invoice entry - Boost accuracy with AI-powered data capture
  • Banking made simple - Automatically import transactions from your bank accounts, apply rules and import bank statements
  • Submit VAT returns easily
  • Detailed Reports - Configure reports to get the latest view of the business performance including budgets, departments, and projects
Coming soon
Every Tuesday 1pm - 2pm

Digital Record Keeping

Sage Accounting Individual

What’s covered:

  • Sort Self Assessment. Relieve pressure and seasonal workload by digitising clients that use manual records, improving your client experience
  • Self-employed accounting software for sole traders
  • Say goodbye to piles of paper. Snap and scan receipts to save hours of admin
  • Using a mobile app or desktop
  • Connect live bank feeds
  • Sort and categorise income and expenses
  • Simple yet comprehensive overview of financial performance for your clients
  • Sales invoicing and getting paid faster
  • Digitalise year end accounts and tax work to transform your self - assessment period
Coming soon