Award winning support
Everything you need from proposal to advisory
Sage for Accountants is the only platform that provides the trusted end-to-end solutions you'll need to support you from proposal to advisory, with the support of generative AI. Drive the most rewarding and profitable relationships with every client.
DO IT ALL FROM ONE PLATFORM
Complimentary tools
Sage Points and rewards
Powerful client management
Advise clients with confidence
Compliant services, simplified
New clients
for life
Powerful client management
Compliant services, simplified
Advise clients with confidence
New clients for life
Connect to and win new clients for your practice and improve engagement processes.
Accountant and bookkeeper directory - Help new clients find you. Create and customise your practice profile, and grow your network.
Client Engagement - Get automated, professional pricing, proposals, and auto-populated smart engagement letters. Get confidence with AML processes and save time with KYC assessments.
View, manage, and serve clients from a single client list
Powerful client management
Organise clients with filters, customisable folders, and tags
Enhance collaboration with colleagues and clients
Make critical decisions with key financial and compliance data
Transparent pricing lets you confidently self-serve, manage subscriptions, and costs
Bookkeeping and digital record keeping - Harness the power of generative AI to easily manage client's books and digital records. Effortlessly access real-time data in just a few clicks.
Data automation - Boost efficiency with workflows and processes that are automated by AI.
Stay compliant with a range of tools designed to simplify taking care of your clients and practice. Boost efficiency with receipt and document capture, automated workflows and processes.
Compliant services, simplified
Payroll - Breeze through client pay runs with time-saving payroll software that supports all RTI submissions.
Final Accounts and Tax - File taxes with confidence using software that's up-to-date with compliance.
Cashflow and forecasting - Future planning is simple and accurate Profit & Loss, Balance Sheet, and Cash Flow reports.
Get elevated client advisory services. Forward planning is enhanced with powerful management reporting, accurate forecasting, and budgeting. Your planning is future-proof with Futrli by Sage.*
Advise clients with confidence
New clients
for life
Harness the value of every tool - regardless of the ledger solution they use and connect those with Sage Accounting, Xero, QBO, and Sage 50 Accounts.
* Futrli by Sage must be purchased separately