Navigating new tech frontiers : 5 action points from Digital Accountancy Show 2024
Discover five highlights from the Digital Accountancy Show 2024 that will help you and your accountancy or bookkeeping practice get ahead.
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“10 pages of accounts on word or excel would take almost a day or 2 and the software now reduces it to 1/2 a day to process information and print out documents depending on the size of the client.”
Faith Ruwangu
Owner of Feline Corporation Ltd
AutoEntry saves the company 130 hours per month in manual data entry.
“With AutoEntry, our clients just snap pictures, upload them and everything we need is there in real-time.”
Phil Richards
Managing Partner of Malcom Horton & Co
“Nothing beats helping clients along their journey of building economic independence. GoProposal allows me to be mechanical about my prices and understand that the value I offer should be paid for.”
Beverley Sydney
Director of Sydney Hudson
“This is easily 60% quicker than me tapping away at the keys, manually inputting all of the bank entries. Now it’s just a few clicks and done. It was so time consuming; I used to have to get my husband to help me sort out all the receipts as they were not in order. Now, the client simply emails me PDF documents of her invoices, I upload them into AutoEntry, and they go straight into Sage Accounting. It saves me a day and a quarter at least–just on this one client.”
Sue Wright
Business Owner of SJW Accountancy
“Everything we do, from account production to tax returns to invoicing and collection is done on Sage products. Cloud accounting has been fantastic for us. It has enabled us to see client records in real time, which has led to increased efficiencies."
Jill Hindmarsh
Director, Allen Sykes
"The bank feed feature and the fact that you can set up bank rolls too. All the transactions yet to be posted are sitting there, so I know at the end of the year, that the bank actually balances to the penny.”
Bruce Marshall
Owner, Ardross Accountancy
"Sage Accounting has a fantastic feature called recurring invoices that are automatically generated and sent to clients. They can answer your questions, they are not just a call centre that are working from a script.”
Steve Bicknell
Owner, Bicknell Business Advisers Ltd
“Sage supports me to provide accurate figures for my clients and keeps me on top of things, and has saved us in the region of £10,000 per year in admin time.”
Karen Cain
Director, CEM Bookkeeping
“Sage keeps everything organised and in good order for me. I especially enjoy the Bank Reconciliations feature as it gives me the peace of mind that there are no omissions to my data; this is always my starting point – before you can work with the information you need to trust it. The reconciliation also allows me to see if there has been any “human” error allowing me to easily rectify it.”
Shivali Modha
Director and Accountant, Modhas Accounting Services
Unlock the potential of your practice with customisable plans, designed to help you meet clients' needs efficiently. Choose the plan that suits your requirements and customise.
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Included allowances per month :
Unsure ? Explore pricing to see all subscription and overage costs.
Included allowances per month :
Unsure ? Explore pricing to see all subscription and overage costs.
Included allowances per month :
Unsure ? Explore pricing to see all subscription and overage costs.
*Savings for partner-only discounts are calculated based on the overage charges in Essentials. **Trustpilot score based on reviews as of February 2024
Currently using Partner Edition ? Learn about your upgrade to Sage for Accountants.
When you sign up to Sage for Accountants, you get complimentary software and support for your practice with all our plans. This powerful accounting software for accountants gives you everything you need.
You'll benefit from free subscriptions to Sage Accounting Plus and Sage Payroll with core HR features (for up to 50 employees) for your practice allowing you to get your accounting jobs done with ease. You also get unlimited access for Final Accounts, Personal and Corporation Tax to deliver client services, as well as free expert support and training – plus Sage member benefits.
With the Essentials plan you’ll get free allowances to AutoEntry by Sage and GoProposal by Sage. This enables you to use up to 10 documents and bank pages, as well as the ability to send 1 proposal, 1 letter, 1 KYC (Know Your Client) and/or 1 Risk Assessment.
If and when you need more, you can always explore pricing to customise your plan, add subscriptions, and expand your allowances. You can also completely upgrade your plan to save more as your needs grow.
It's quick, easy, and free to sign up to Sage for Accountants. Once you're signed up, you can unlock the potential of your practice with customisable plans that give you all the tools you need to boost productivity at your practice. From pricing to proposals, automated accounting, payroll, tax and more, you can choose a plan that suits your requirements. Customise by adding subscriptions, expanding your allowances, or upgrading seamlessly as your needs grow.
Learn more about Sage for Accountants and what’s included.
Once you’ve signed up to Sage for Accountants you’ll automatically have access to exclusive member benefits and be part of the Sage community with great software, support and insight to help your practice grow.
Member benefits include :
There are three solutions included that connect to help you manage tax and stay compliant. Calculate and submit tax returns with seamless integration between Accounting and Final Accounts, and built-in MTD compliance. File tax returns with confidence.
Final Accounts
Stay secure, avoid errors, and make preparing for year-end accounts easier.
Personal Tax
Manage self assessment tax for your clients with ease.
Corporation Tax
Meet corporation tax requirements efficiently.
We are in the process of upgrading practices from Partner Edition to Sage for Accountants. For more information, please check out this dedicated page. In the meantime, you can keep using Partner Edition as normal. We will contact you directly with your invitation to join the next wave of accountants.
Each time you add a new client with a new subscription, you’ll collect Sage Points. As you collect more points, discounts will continue to grow.
You will not be entitled to save further on the cost of your chosen plan if you do not fully meet your monthly allowances. We do not offer discounts on unused allowances in our plans.
Sage for Accountants is a customisable platform with all the essential tools you need to support your practice and clients.
It's easy to improve the efficiency of your practice whilst staying compliant with automation and processing from data capture through to tax, and everything in between, in one single seamless workflow.
Free and discounted client plans all at your fingertips through self-serve subscriptions management.
The right platform should give you a customisable, seamless experience to :
We have a helpline dedicated to Sage for Accountants.
Call us on 0191 479 5999* where our team of experts is ready to help you with :
*Lines are open Monday to Friday 8 :30 to 18 :00. To contact us out of hours please call 0191 479 5911.
Sage gives you expert advice and access to learning pathways that help you expand on your skillset and keep constantly up to date on the latest legislation to help you support clients. And you can choose a way that works for you:
**Trustpilot score based on reviews as of February 2024
Discover five highlights from the Digital Accountancy Show 2024 that will help you and your accountancy or bookkeeping practice get ahead.
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Discover how cash basis rules have changed, what that means for your business with regards to your accounting, and what to do about it now.
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