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What is Sage Partner Edition?

Easily oversee all your accounting and bookkeeping clients from a single platform equipped with tailored user permissions. Gain instant access to Sage subscriptions for your clients with just one click. By signing up for your Sage Partner Edition account, you can enjoy Sage Accounting Plus and Payroll for up to 5 employees at no cost for your practice. In only a few steps, you can transition and enroll new clients for cloud-based bookkeeping and payroll services. You maintain full oversight regarding client access. Enhance your efficiency as data automatically syncs across cloud applications for streamlined automation in bookkeeping, payroll, bank reconciliation, reporting, tax, and overall financial management. Designed specifically by accountants for their peers, this software provides easy access to all essential compliance information and offers integration capabilities with other accounting platforms. Thanks to seamless integrations, you can manage your client workflow from start to finish within one centralized location, ensuring that data is consistently synchronized between Sage bookkeeping, VAT, payroll, and compliance software. This comprehensive approach not only simplifies processes but also enhances productivity and accuracy across your accounting operations.

What is Client Hub?

Our all-in-one solution combines automated task management with client communication, empowering accounting firms to build stronger client relationships while optimizing workflows for quicker task completion. Eliminate the frustration of delays stemming from clients' slow responses, as our web and mobile applications revolutionize communication and reduce email clutter. Say farewell to juggling a complex tech stack; instead, welcome Client Hub as your go-to platform for managing workflows, client interactions, a client portal, file sharing, and much more. You can conveniently set recurring tasks, automatically initiate Client Tasks, and receive alerts for overdue items. A notable feature is our capability to automatically create Client Tasks from uncategorized transactions in QuickBooks, streamlining your processes even further. Designed specifically for cloud accounting and bookkeeping professionals, our platform is committed to providing features that ensure a fluid workflow tailored to your specific needs. Effortlessly share files using mobile or drag-and-drop methods, and keep your operations organized with distinct client-facing and internal folders for each client. This organized structure not only aids in maintaining clarity but also significantly enhances productivity. By opting for our solution, firms can anticipate improved efficiency, which will ultimately lead to enhanced operations and greater client satisfaction.

Media

Media

Integrations Supported

Sage 100
Sage Accounting
Sage Payroll

Integrations Supported

Sage 100
Sage Accounting
Sage Payroll

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$32 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sage

Date Founded

1981

Company Location

United Kingdom

Company Website

www.sage.com/en-gb/accountants/products/partner-edition/

Company Facts

Organization Name

Client Hub

Date Founded

2017

Company Location

United States

Company Website

clienthub.app

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Categories and Features

Digital Workplace

Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management

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