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  • Assign clients and prospects to users

    The Assign clients to users option allows you to assign selected clients or prospects to certain users. For example, you might want to create a portfolio of specific clients for some users, or assign a set number of clients to other users. Read more…
  • New - Access your Sage 50 Accounts client list in Sage for Accountants

    All of your clients, in one place Sage for Accountants now integrates with Sage 50 allowing you to add Sage 50 customers to your client list, providing one central platform for your practice needs across desktop and cloud native software. Find out…
  • Sage For Accountants - What's new?

    Find out what's new this month in Sage For Accountants, download the free e-book: Sage For Accountants Whats New March.pdf
  • Invite your clients to share their data with you

    If your clients use Sage Business Cloud Accounting or Sage Business Cloud Payroll, that they signed up to directly with Sage, they can easily invite you, their accountant, to access their data.
  • Collaborate effectively with clients when they are paying for their own subscription

    If your client is paying for their own subscription, they can invite you to that subscription so you can collaborate. You will have full access to all your client’s live data from payroll or accounting. You can share your Accountant ID with your client…
  • Drive your business growth with our new 4-step practice success plan

    Today I am here to tell you all about some exciting features you receive inside of Sage for Accountants, we will give you access to 4 hours of on-demand masterclasses that help you build your practice success plan. Win new clients, engage with existing…
  • Change your email address in Sage for Accountants

    Looking to change your email address? In this article, I’ll give you a simple walk-through guide on how to change your email address in Sage for Accountants which will then update automatically for most Sage products and services. Select My Profile…
  • Switching between online products in Sage for Accountants.

    Step by step guide for switching between online products in Sage for Accountants. Once you have completed your IXBRL accounts in Final Accounts Online you will need to switch to Corporation Tax Online to submit to HMRC. To do this: Return to your…