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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 Heard?

Heard serves as an all-encompassing financial back office tailored specifically for therapists, effectively combining bookkeeping, taxes, payroll, and business support into one unified platform. This innovative service enables private-practice owners to monitor their finances, stay organized throughout the year, and make sound financial decisions without the complications of managing spreadsheets or coordinating with multiple service providers. By connecting their business bank and credit card accounts, users empower Heard to categorize transactions, reconcile accounts, and produce clear monthly financial reports that outline income, expenses, profits, and cash flow. Moreover, Heard provides assistance with quarterly tax estimates, prepares and files annual federal and state taxes, identifies possible business deductions, manages tax extensions, and grants ongoing access to financial experts familiar with the specific needs of therapy practices. To further streamline financial management, the integrated payroll system allows owners to accurately pay themselves, process employee salaries, manage contractor payments, and ensure payroll records align with their bookkeeping and tax requirements. This comprehensive solution not only alleviates financial burdens but also enables therapists to dedicate more time to their clients, enhancing the overall quality of care they provide. Ultimately, Heard empowers therapists to operate their practices with confidence and efficiency, transforming the way they handle their financial responsibilities.

Media

Media

Integrations Supported

Claude Code
Codex CLI
Kokoro TTS
Markdown
Sage 100
Sage Accounting
Sage Payroll

Integrations Supported

Claude Code
Codex CLI
Kokoro TTS
Markdown
Sage 100
Sage Accounting
Sage Payroll

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$12 per month
Free Version
Free Trial Offered?

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

Heard

Company Location

United States

Company Website

heard.dev/

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

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