What's new

December 2023

Personal Tax Viewer

Our latest update lets you view a client's Personal Tax Account information held by HMRC.

Launch Personal Tax Viewer from the client list or a client record.

All you need is: 

  • A Government Gateway account.
  • A processed 64-8 form for authorisation to access your client's data.
  • A Client's UTR.

Find out more with our Set up Personal Tax Viewer help topic

November 2023

Assign clients to users

Our latest feature brings user management to Sage for Accountants.

Assign up to 200 clients or prospects to a user to give you control over the clients your users can access.

Read more in our Assign clients to users topic

Transfer subscriptions

Our latest feature lets you take control of product subscription ownership.

October 2023

GoProposal and AutoEntry integration

Our latest updates help you take your practice efficiency to the next level.

GoProposal

Connect GoProposal to your clients and prospects for enhanced pricing and proposal processes.

  • Present fees logically and transparently — break services down line by line and choose pricing to suit the service.

  • Generate smart engagement letters signed and returned electronically.
  • Use our Anti-Money Laundering (AML) system for a seamless journey through client risk assessment and verification.
  • Try our GoProposal Essentials free monthly allowance.

    Includes:

    • 1 proposal.
    • 1 Smart engagement letter.
    • 1 Know your client check or risk assessment.

Find out more with our Using GoProposal help topic

AutoEntry

Connect AutoEntry to your clients for automated data entry.

The fastest way to capture, categorise and publish financial documents through to accounts software.

Try our AutoEntry Essentials free monthly allowance.

Includes:

  • 10 documents.
  • 5 bank statement pages.

Find out more with our Using AutoEntry help topic

Accountant and Bookkeeper Directory integration

Create your practice profile and be part of Sage's directory of accountancy and bookkeeping firm.

  • Customise your profile with your own logo, branding and areas of expertise.

  • Make it easier for small business and sole traders in your area to find you and contact you.

  • Reply directly to enquiries from prospective clients.

  • Turn conversations into clients.

To get started with creating your practice profile, read our Accountant Directory settings topic.

August 2023

Sage 50 Accounts integration

Unlock seamless client management with Sage for Accountants!

Our latest update lets you connect your V29.2 Sage 50 Accounts clients to Sage for Accountants.

Use the Invitations area to gain access to your client's Sage 50 products, SBC Accounting and Payroll.

Connect, collaborate and access your clients all in one place.

Find out more with our Manage invitations help topic

July 2023

Subscription management refresh

Subscription management UI has a new look and feel with a sharp focus on the latest accessibility guidelines.

Our simplified UI brings an easy to use and inclusive experience to all our users.

June 2023

VAT overview

Client Management is ready to support you with Making Tax Digital for VAT.

  • Connect or disconnect from HMRC using your Agent Services Account.
  • Launch the VAT overview report page for your chosen client.

View HMRC API information no longer available through the Agent Services Account:

  • Payment information
  • Outstanding liabilities
  • Historic and in-progress VAT submissions
  • Open obligation periods

VAT overview screenshot

May 2023

Prospect list

To make it easier to manage your prospective clients, we've introduced a Prospect list. This is the perfect complement to the client and contact lists you're already familiar with.

You can add and view prospects from the list, and use simple searching to find them in a longer list.

Prospects can now also be added to clients through relationships which gives you quick access between clients and their related prospects.

The prospects list

Find out about the Prospect list

Find out how to add a prospect relationship to a client

Convert a prospect to a client

To accompany the new prospect list, we've made it easy to convert a prospect into a client. You'll need to do this if you want to add subscriptions like Sage Accounting to them.

Find out how to convert a prospect into a client

Easily access key reports

Get quick access to key financial reports for your clients from the client record.

Open the client record, then launch a report from the Products tile.

Access your client's subscriptions from the Subscriptions tile

Read more about which reports you can launch

April 2023

March 2023

Import clients

Import your clients in bulk from an Excel or CSV file directly into Client Management.

Read our help topic on Import clients for more information.

February 2023

Invite accountant

If your client is paying for their own subscription, they can invite you to that subscription so you can collaborate.

Find out how to manage invitations

Products and subscriptions

We've created a new space to view your product subscriptions.

After opening a client, you'll now have an Overview tab and a Products tab.

You'll still be able to access all the subscriptions where you are paying directly from the Overview tab. All other subscriptions, for example, ones where your clients are paying for their own subscriptions, will be available on the Products tab.

Products tab on the client record

Find out how to add a subscription to a client

Changes to security roles

Users assigned the Administrator role can now access Manage users. This allows them to add, delete, and edit user security permissions.

We've also created a new role called User Administrator. This will allow anyone assigned the role to access Manage users. They will be able to add, delete, and edit users but will not have full access to Client Management.

Select Profile from the upper right-hand corner and then Manage users to access your list of users and their assigned roles.

location of manage users

Add clients and contacts

We've simplified adding clients and contacts. You still start the process in the usual way by selecting Add client or Add contact from the Clients list or Contacts list respectively, but a simple wizard helps you complete the process.

Add a client using the add a client wizard

Find out how to add a client

Add a contact using the Add contact wizard

Find out how to add a contact

November 2022

Client record visual updates

We've refreshed the client record screen. When you next open a client, you'll see the following changes.

Client folder when viewing a client

With a client open, you'll notice we've removed the navigation panel which used to list the other clients in the current folder.

We've replaced this with a navigation sidebar. Open this by selecting the client folder button, then select View to switch to another client.

Client folder button in client record

Navigation sidebar in client record

Tags

Tags are a way to group and organise clients within Sage for Accountants.

We've moved the option to add tags to the top of the client record.

Add tags to this client button

Find out how to add tags to your clients

Subscriptions

We've moved the Subscriptions tile to the top of the right-hand column to give you quicker access to your client's subscriptions.

Subscriptions tile of the client record

Find out how to add subscriptions to your clients

Client actions

We've moved some options to the Client actions menu in the client record.

  • Move to another folder

  • Delete client

Client actions menu of the client record

October 2022

Contacts list

To make it easier to find your contacts in one place, we've introduced a Contacts list. This is the perfect complement to the clients list you're already familiar with.

You can add and view contacts from the list, and use simple searching to find them in a longer list.

Contacts can now also be added to clients through relationships which gives you quick access between clients and their related contacts.

The contacts list

Find out about the Contacts list

Find out how to add a contact relationship to a client

Convert a contact to a client

To accompany the new contacts list, we've made it easier to convert a contact into a client. You'll need to do this if you want to add subscriptions like Sage Accounting to them.

Find out how to convert a contact into a client

Internal code / reference

We've added an Internal code / reference field to your clients.

You'll see this on the client list and when you select a client to work on as part of the Basic details section.

To fill this in for an existing client, select the client on the client list, then choose Edit details.

Internal code field

Move clients between folders

You can now move organisations and individuals from one client folder to another.

To start the process, select the client to move on the client list, then choose Move client to another folder.

The client record is open showing the Move client to another folder button

Find out how to move clients between folders

Relationships in Client Management

Create connections between clients, inferring relationships & hierarchies between them. This will help you find related contacts and clients easily.

Find out more about relationships

Activity log

This tool gives you an audit trail of changes made by people in your practice – whether that’s updating document statuses, deleting old or redundant data, and more.

Find out more about the activity log

August 2022

Mention colleagues in comments

You can notify other users in your practice by typing an @ before their name when writing a comment.

The user who has been mentioned in this way, will receive a notification that will take them directly to the comment.

This is a great way to keep your colleagues updated on the work you're doing for your clients.

Colleague being notified in comment using the @ symbol

Find out more about adding comments

July 2022

Give feedback

Give us feedback on what you like and dislike about your experience within Client Management, all your feedback helps improve our product for you.

Manage user roles

Now you can create a new role, copy a template of a previous role and its permissions, and view those assigned roles within your practice.

April 2022

Add client

When adding a client, a client folder is automatically added for you based on the name of the client you're adding. You can change this later.

This will help speed up the process of creating clients.

Find out more about adding clients

March 2022

Tags are a way to group and organise clients within Sage for Accountants.

For example, you could create a tag for late payers and assign it to a selection of clients. You’d be able to see on the client list a visual indicator of your late paying clients.

Find out more about tags

November 2021

The Add client button now replaces New folder. This makes it clearer to our users what the action will be (i.e. you're about to create a client, rather than add a folder with the client's details).

Find out more about the Add client feature

Removed table fields

We removed the Internal ref, Type, Phone and Email fields and replaced them with just Client folder, and Subscriptions. This should make it easier to scan through whilst still having the option to filter by these criteria when searching.

October 2021

Hide clients

We added a new feature to the Client list, Hide client. This feature allows you to edit what clients are visible. This does not delete the client's data.

This feature will help if you have too many clients showing or want to hide a client you don't currently need.

Find out more about the Hide client feature

 

Delete folder

The 12th October update brought the updated delete feature of Deleting folders.

Being able to delete a folder gives you the option to delete larger amounts of data in a single step. You can't delete a folder with clients with active subscriptions.

Find out more about the Delete folder update