Learn more about Sage Practice Solution

Sage Practice Solution allows you to manage the affairs of a busy practice with ease and efficiency, through one simple solution. It integrates with Sage Accounts Production and Taxation range, and also works alongside market-leading Sage accounts and payroll software to give you a single view of your practice data, work in progress and client activity.

Find out below how Sage Practice Solution can help your practice.

Find out more about Sage Practice Solution

  • Integrate data from accounts production and taxation software for a single view of client data
  • Improve collaboration and record communications with your clients
  • Keep track of your practice time, fees and billings

Call us now on 0800 092 8091

Practice Manager

  • Allows you to have a single view of your entire practice in one place.
  • Easy entry of communications and association with clients and jobs, which can be flagged for follow-up.
  • Easy-to-use reporting tool giving access to all practice data stored within Sage Practice Solution.
  • Manipulate reports on-screen and easily navigate to areas of interest
  • Letter-writing with mail merge and selection of templates to choose from.
  • Create a list of outstanding tasks to help you manage workloads and projects.
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Time and Fees

  • Rates definable to make time entry as easy as possible
  • Time entries can be approved on an individual basis if required or in groups
  • Pre-population of time with client and job context.
  • Simple, uncluttered work in progress management and billing
  • Flexible view of the WIP ledger including grouping and filtering, based on period, type, status or WIP code.
  • Open and edit entries directly from the ledger.
  • Ability to allocate profit/loss at summary levels or against individual WIP items.
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Practice Hub

  • Integrates existing client data from Sage Accounts Production, Sage Accounts Production Advanced, Sage Corporation Tax, Sage Personal Tax and Sage Business Tax.
  • Client data is fully synchronised across all Sage products for practice. 
  • Client data is maintained once and not in multiple applications, reducing the need for re-entry, saving time and improving accuracy.
  • View client contact details and communications history.
  • See relationships with your clients and prospects.
  • See outstanding tasks, work in progress and any outstanding invoices.
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Market your accountancy services

  • Stores detailed information and contact details for your clients and prospects.
  • Simple to target customers with pre-packaged letter templates available.
  • Central tracking of services provided for clients.
  • An unlimited number of individuals, companies, partnerships and trusts can be added at no additional cost.
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Scalable to suit your practice

  • Flexible enough to support the working methods of small and large practices.
  • Add extra clients as your practice grows.
  • Add extra user licences for different people in your practice.
  • Install over your practice network.
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