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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 LedgerDocs?

LedgerDocs offers a variety of methods for uploading financial documents, which greatly simplifies the management of your accounting responsibilities. This document management system is compatible with popular accounting platforms such as QuickBooks, Sage 50, Xero, and Kashoo, making it a powerful tool for improving bookkeeping and accounting efficiency. By minimizing the reliance on extensive email exchanges, collaboration becomes more streamlined, allowing every team member to easily access essential documents within LedgerDocs. You can invite colleagues to your company workspace and take advantage of organizational features like notes, tags, and file sharing for each document you upload. Tailored to promote effective teamwork among business owners, accountants, and bookkeepers, this platform ensures that financial documents are accessible from anywhere at any time, significantly easing the accounting process. Users can upload documents through the app, or via mobile devices, scanners, email, or even Dropbox, providing great flexibility. Furthermore, you have the option to set up automatic retrieval of bank and credit union statements, which enhances your financial oversight. This holistic approach not only saves valuable time but also keeps everyone involved on the same page, creating a more cohesive working environment. Consequently, LedgerDocs empowers users to focus on strategic financial decisions rather than getting bogged down in administrative tasks.

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

$14 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

LedgersOnline

Date Founded

2002

Company Location

Canada

Company Website

www.ledgerdocs.com

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

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Popular Alternatives

Popular Alternatives

LedgerLite Reviews & Ratings

LedgerLite

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