Empowering Bookkeepers and Accountants to Thrive in a Changing World
Sage is proud to partner with the Institute of Certified Bookkeepers (ICB) to support bookkeepers with the tools, training, and resources they need to succeed. Whether you're managing compliance, streamlining workflows, or growing your practice, Sage for Accountants is designed to help you do more, with less effort.
Why Bookkeepers Choose Sage
Sage for Accountants is a customisable platform that helps bookkeepers:
- Manage clients efficiently with centralised client management tools.
- Automate data entry and tax submissions to save time and reduce errors.
- Stay compliant with HMRC-recognised tools and up-to-date engagement letters.
- Collaborate seamlessly with clients and team members.
- Grow your practice with access to exclusive discounts, training, and marketing support.
Key Features for Bookkeepers
- Digital Record Keeping: Plans tailored for every client, from sole traders to complex businesses.
- Final Accounts & Tax Tools: Submit accounts and tax returns with ease.
- Client Onboarding: Propose, price, and engage with clients in just a few steps.
- Compliance Confidence: Automatically generate compliant engagement letters.
- Integrated Payroll & HR: Manage payroll and employee engagement in one place.
Making Tax Digital: Powered by Sage Copilot
With the April 2026 deadline for MTD for Income Tax Self Assessment (ITSA) approaching, Sage is leading the way in helping bookkeepers prepare with confidence.
Introducing Sage Copilot’s MTD Agent
The Sage Copilot MTD Agent is your AI-powered teammate, designed to simplify MTD compliance and reduce admin. It helps bookkeepers:
- Automate MTD workflows from quarterly updates to final submissions.
- Flag errors and anomalies in client records before they become problems.
- Track deadlines and send reminders, ensuring nothing is missed.
- Create jobs and follow up automatically within Sage for Accountants.
- Adapt to your workflow, whether you prefer full automation or manual review.
Find out more by visiting https://www.sage.com/
