Sage For Accountants Ideas Portal

End users or clients can currently get a trial subscription before paying for Sage.From the Accountant side though, we cannot have a free trial. It would be VERY useful if we could get a 1 month trial on subscriptions we issue.Currently I have cli...

The ability to mass migrate client folders not just product licences

From the client list, clicking PT Viewer should launch it immediately, like the other links such as Final Accounts do. At the moment it takes you to another page, where you then have to click Launch Personal Tax Viewer to open it. Thanks

It would be useful to be able to have an overview of a service such as self assessment so that you can easily view the status of all tax return clients (whether filed, in progress etc) rather than doing this by accessing each client 1 by 1

I missed the submission of one self assessment tax return this past busy season even though all the work was done. It would be very useful to view reports showing the submission status of all open accounts/corporation tax returns/personal tax retu...

It would be really helpful to be able to filter clients by the year end that is saved in accounting, accounts production etc. Also to be able to filter by tax year in progress, tax year submitted to HMRC, if there is a tax liability or tax rebate ...

Hi, Is it possible if Sage develop Disclosure checklist for assessment of clients accounts?

Every time one wants to access a client the name has to be searched. It would be good to have a list of recently used clients to go straight into

It would be useful for us to be able to make a request, for example asking a client to send or input an invoice, and the client receive a notification and be able to action the request. Thanks