By ET Bureau - November 29, 2021 5 Mins Read
Sage, the market leader for cloud business management solutions, today announced the availability of Sage for Accountants, Sage’s newest solution to support UK accountants to work in concert with their clients. In addition, Sage also shared its plans to further unify and digitalise 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 every industry is experiencing some form of change. With Making Tax Digital a reality the shift to digital-first
By ensuring accountants are equipped for what’s now, and what’s next, Sage is elevating their work beyond the day-to-day, freeing them up to provide the human touch, as well as free apps and training.
Designed by accountants for accountants, Sage for Accountants removes the
“Whilst digitalisation has accelerated, 60% of accountancy firms say they don’t feel confident using their software. The reason? Having digital products isn’t enough, accountants need truly digitised tools and
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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 place easy to access and it allows me to navigate swiftly between each subscription, from data capture to tax submission.” Sarah Riley Owner – Riley Accountancy
“Sage has made this so easy and intuitive to get going. I didn’t need any training and everything I need is at my fingertips.” Donna-Leigh Penberthy, My Bookkeepers Online
“Sage has listened to the real-life challenges. The great thing is that Sage has worked with accountants to develop a product for accountants.” Martin
“This is really exciting from Sage. It’s going to revolutionise the way I work with my clients…it’s brilliant!” Kerry Herbert, Crook and Herbert Accountants Limited
NEW Sage for Accountants – Proposal to advisory, all in one cloud solution
· Win and onboard clients with GoProposal by Sage to reduce risk:
o Supporting accountants to price consistently, send professional, consistent proposals and produce automated engagement letters that can be sent, signed, and returned electronically.
· Manage clients proactively with Client Management:
o Dynamic Folders enable accountants to group people and entities, as well as services provided to clients, structured together into dynamic folders aligned to practice workflows, with security and permissions for practice management.
o Collaboration tools allow accountants to see client-specific data.
· Get work done for clients, with single sign-on across Sage Accounting, Sage Payroll,
o Intuitive user experience and single sign-on allows
o Online subscription management enables practices to add new products and manage changes to client’s accounts from within Sage for Accountants with digitally enabled licenses
o All products are MTD for VAT ready, helping to keep clients compliant.
· Supporting practices to advise clients on how to achieve their goals with:
o Multi-dimensional reporting available within Sage Accounting supports accountants with live, tailored reporting and deeper understanding of clients’ financial performance enabling a specialised advisory service (early adopter program)
o View client information across multiple records to get a true understanding of their financial commitments and opportunities
· As well as providing partnership tools and resources including:
o Free Sage Accounting Plus, Sage HR, and Payrolli apps for accountants to use to run their practice
o Sage Points allow practices to earn rewards for each new subscription, generating discounts as part of a tiered program
o Simple, transparent pay-per-client
o Sage Accountant Hub for Marketing support and training badges with self-learning pathways.
One-click access to a suite of tools – available through 2022
Built API first, Sage for Accountants will seamlessly connect accountants to their clients with one-click access to native and 3rd party apps including GoProposal by Sage, VAT Centre, and AutoEntry. Fully integrated and accessed with one click from within Sage for Accountants this suite of tools will provide accountants with an end-to-end single environment to manage their practice with Sage.
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