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Find out more about Sage Practice Solution

Integrate data from accounts production and taxation software for a single view of client data. Improve collaboration and record communications with your clients. Keep track of your practice time, fees and billings.

Learn more about Sage Practice Solution

Sage Practice Solution allows you to manage the affairs of a busy practice with ease and efficiency, through one simple solution. It integrates with Sage Accounts Production and Taxation range, and also works alongside market-leading Sage accounts and payroll software to give you a single view of your practice data, work in progress and client activity.

Practice Manager

  • Allows you to have a single view of your entire practice in one place.
  • Easy entry of communications and association with clients and jobs, which can be flagged for follow-up.
  • Easy to use reporting tool giving access to all practice data stored within Sage Practice Solutions.
  • Manipulate reports on-screen and easily navigate to areas of interest
  • Letter-writing with mail merge and selection of templates to choose from.
  • Create a list of outstanding tasks lists to help you manage workloads and projects.

Time and Fees

  • Rates definable to make time entry as easy as possible
  • Time entries can be approved on an individual basis if required or in groups
  • Pre-population of time with client and job context.
  • Simple, uncluttered work in progress management and billing
  • Flexible view of the WIP ledger including grouping and filtering, based on period, type, status or WIP code.
  • Open and edit entries directly from the ledger.
  • Ability to allocate profit/loss at summary levels or against individual WIP items.

Practice Hub

  • Integrates existing client data from Sage Accounts Production and Sage Personal Tax.
  • Client data is fully synchronised across all Sage products for practice. 
  • Client data is maintained once and not in multiple applications, reducing the need for re-entry, saving time and improving accuracy.
  • View client contact details and communications history.
  • See relationships with your clients and prospects.
  • See outstanding tasks, work in progress and any outstanding invoices.

Market your accountancy services

  • Stores detailed information and contact details for your clients and prospects.
  • Simple to target customers with pre-packaged letter templates available.
  • Central tracking of services provided for clients.
  • An unlimited number of individuals, companies, partnerships and trusts can be added at no additional cost.

Scalable to suit your practice

  • Flexible enough to support the working methods of small and large practices.
  • Add extra clients as your practice grows.
  • Add extra user licences for different people in your practice.
  • Install over your practice network.