Sage: for Accountants brings a management advisory proposal to British firms

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November 24, 2021 – sage, the market leader in cloud-based business management solutions, today announced the availability of Sage for Accountants, Sage’s latest solution to help UK accountants work together with their clients. In addition, Sage also shared its plans to unify and further digitize accountants’ practices with one-click access to a suite of tools that will provide UK accountants with a single environment to manage their practice with Sage.

In this era of unprecedented environmental, economic and technological transformation, virtually all industries are experiencing some form of change. With Make taxation digital a reality the switch to digital accounting is considered imperative by almost all accountants – with the new Sage research showing that 99% of accountants use some form of digital accounting.

By ensuring accountants are equipped for what is now and what is to come, Sage elevates their work beyond the everyday, freeing them up to provide a human touch, as well as free apps and training.

Designed by accountants for accountants, Sage for accountants Removes the frictions of practice management by providing connected integration, client management and productivity tools, truly digital data collection and intelligent reporting, accounting, payroll and compliance. In addition, Sage will provide training and education on how to start, operate and grow a firm, and advise on how to become a value-added service for its clients – enabling accountants to achieve their goals.

“As digitization has accelerated, 60% of accounting firms say they are not comfortable with their software. The reason ? Having digital products is not enough, accountants need truly digital tools and connected, fluid experiences. Said Neal Watkins, executive vice president, small business segment, Sage. “Today we shared our vision for a truly unified and digitized end-to-end solution from the proposal to the board. This journey begins today with the availability of Sage for Accountants for UK firms – over the past 12 In the coming months, accountants will experience the integration of internal and third-party applications that will bring the experience even more to life – continuing to free up accountants to deliver their most impactful and rewarding customer experience, elevating their experience. work beyond the everyday. ”


NEW Sage for Accountants – Consulting proposal, all in one cloud solution

  • Win and onboard customers with GoProposal by Sage to reduce risk:
    • Help accountants establish consistent prices, send professional and consistent proposals, and produce automated engagement letters that can be sent, signed and returned electronically.

  • Manage customers proactively with customer management:
    • Dynamic Cases allow accountants to group together people and entities, as well as services provided to clients, structured together in dynamic cases aligned with the firm’s workflows, with security and permissions for the management of the firm.

    • Collaboration tools allow accountants to see customer-specific data.

  • Work for your customers with single sign-on to Sage Accounting, Sage Payroll, and online compliance tools:
    • Intuitive user experience and single sign-on allows accountants to easily navigate and manage clients across multiple products from a single view

    • Online subscription management allows firms to add new products and manage changes to client accounts from Sage for Accountants with digitally activated licenses

    • All products are VAT ready, which helps customers stay compliant.

  • Supportive practices to advise clients on how to achieve their goals with:
    • Multidimensional reports available in Sage Accounting help accountants with live, personalized reports and a deeper understanding of clients’ financial performance, enabling expert advisory service (early adoption program)

    • Display customer information in multiple folders to get a true understanding of their financial commitments and opportunities

  • In addition to providing partnership tools and resources, including:
    • Free Sage Accounting Plus, Sage HR and Payroll apps that accountants can use to manage their practice

    • Sage Points allow firms to earn rewards for each new subscription, generating discounts as part of a tiered program

    • Simple and transparent pricing to pay per customer, from 50% RRP discount, with free tools to do taxes and compliance on behalf of their customers.

    • Sage Accountant Hub for marketing support and training badges with self-study paths.


What Practices Using Sage for Accountants Say

“Time is a big challenge for me in a busy practice with over 150 small businesses, I save 2 hours per week by serving clients through Sage for Accountants. They are all in one easy location and it allows me navigate quickly between each subscription, from data entry to tax return. “ Sarah Riley Owner – Riley Accounting

“Sage made it so easy and intuitive. I didn’t need any training and everything I need is right at my fingertips. “ Donna-Leigh Penberthy, My Online Accountants

“Sage listened to the challenges of real life. What’s great is that Sage worked with accountants to develop a product for accountants. “ Martin Tregonning, Tregonning et Cie Ltée

“It’s really exciting from Sage. It’s going to revolutionize the way I work with my clients … it’s awesome!” Kerry Herbert, Crook and Herbert Accountants Limited


One-click access to a suite of tools – available until 2022

Built first with an API, Sage for Accountants will seamlessly connect accountants to their clients with one-click access to native and third-party applications including GoProposal by Sage, VAT Center, and AutoEntry. Fully integrated and one click away from Sage for Accountants, this suite of tools will provide accountants with a single end-to-end environment to manage their practice with Sage.

Following the UK launch, Sage for Accountants will be available to firms in Ireland and Canada in FY 22.

Find out more – sage.com/accounters

This week, Sage also announced Sage Accounting banking updates.

[1]Licenses limited to 50 per company

About Sage

Sage exists to break down barriers so everyone can thrive, starting with the millions of small and medium businesses served by us, our partners and our accountants. Customers trust our finance, human resources and payroll software to move their work and money. By digitizing business processes and relationships with customers, suppliers, employees, banks and governments, our digital network connects SMEs, removing friction and delivering insight. Breaking down barriers also means that we use our time, technology and experience to tackle digital inequalities, economic inequalities and the climate crisis.


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