
5 reasons to know your accountancy practice clients better
Discover why knowing your clients and understanding their challenges and dreams can benefit both your practice and them.
MANAGE YOUR ACCOUNTING AND FREE UP YOUR TIME
To take the lead in competitive markets with evolving regulations, financial companies need a clear and easy way to manage accounting. Stay one step ahead with cash flow forecasts, compliant VAT returns and faster admin with Sage Accounting.
Finances are simple with Sage cloud accounting software for pension, lending, and financial companies.
Keep your financial data and records in one place with Sage Accounting financial software.
Get full access to your product, and upgrade or cancel at any time. No long-term contracts, commitments or hidden fees.
Whether your financial business focuses on pensions, property management, insurance or hedge funds, you can save valuable time on admin and get a better view of your finances with Sage Accounting. Use it to:
Sage Accounting is a good choice for smaller insurance brokers. It simplifies recording income and expenses, supports multiple currencies, and enables collaborating with an accountant prior to a return. You can use the optional Payroll add-on to pay employees quickly and easily.
There are plenty of ways you can save time with Sage Accounting. Here are some examples:
Automate manual tasks
By automating tasks, you can cut down the amount of time you spend on manual data entry to save money and focus on the areas of the business that need the most attention.
Purchase Automation and AutoEntry
Spend less time on admin and more time on your finance work with a paperless way to manage receipts. Simply snap, scan or email a photo of your receipts, bank transactions, invoices or other documents for your Sage accounts using Purchase Automation and AutoEntry. Then categorise, publish and share them with your accountant through Sage Accounting. AutoEntry captures tax summaries and full line item details including description, quantity and unit price so it’s an easy way to log the information you need, when you need it.
Other ways to save time:
Get added functionality with our partner apps which integrate directly with Sage Accounting, giving you back more time to focus on your business.
Remove the need for data entry
AutoEntry is an intelligent, cloud-based solution which eliminates bookkeeping data entry, so users never again have to type up invoices or receipts.
Get paid faster
Satago helps business owners and accountants get invoices paid faster and protect against credit risk.
Make smarter decisions
Automate the way you consolidate financial, sales and KPI data with Joiin. Create great-looking, detailed reports that can be accessed on any device, anywhere.
3–way modelling and forecasting
Castaway is a reporting and business modelling solution that allows you to budget, forecast, analyse KPIs, model scenarios and manage consolidations.
Eamon O’Sullivan
Co-founder, OSA McQuillan
Michelle Coates
Associate Director, DPC Chartered Accountants
Emily Smith
Accounts Manager, Finlayson
Get the most out of your accounting software with articles, guides, and expert tips, so you can focus on running your business.
Discover why knowing your clients and understanding their challenges and dreams can benefit both your practice and them.
How to respond to a cyber attack on your accountancy practice, with a step-by-step list of key actions for you to take.
Unsure about VAT? Discover the basics on Value Added Tax and what it is, how to calculate VAT and how to submit VAT returns to Revenue.
Want to know how you can reduce your company's tax bill? Here's a guide to the self-assessment expenses you can claim against your profits.
Self-employed small business owners, discover how preliminary tax works, how it's calculated, when it's due and how to submit payment.
Discover the steps to take to file your self-assessment tax return, including info on registering, tax calculations, and fines to be aware of.
Discover answers to frequently asked questions on self-assessment tax returns and learn what you need to do, so you can file on time.
Here are top tips on filing your self-assessment tax return, including which expenses are tax deductible and advice on pension contributions.
You’ve discovered what Sage Accounting can do for your financial business, now it’s time to see it in action. Check out our plans, pricing and latest deals to take the next step.
Give Feedback