Be ready for the future

Transcription

1 product brochure Be ready for the future Helping accountants and bookkeepers succeed with simple-yet-powerful technology, advice, support, and compliance Realise your ambition: Become the Practice of Now

2 Supporting UK accountants and bookkeepers for over 35 years At the forefront of technology for accountants and bookkeepers since 1981, Sage is one of the largest UK-owned tech companies in the FTSE100, with 13,500 employees across the globe and 3,000 of those in the UK and Ireland. UK market leader serving over 800,000 businesses, over 20,000 accountants and bookkeepers. Plus, two out of every three people in the UK are paid using Sage solutions. UK s biggest team dedicated to accountants and bookkeepers that s 150 experts on-hand to help you plan the future growth of your practice, get the most out of Sage products, and train your staff and clients. Only provider who can help with you accounting, payroll, payments, client/practice management and compliance.

3 Contents Partnering with Sage Page 4 Be ready for Making Tax Digital with our bookkeeping solutions Page 7 11 Sage 50cloud Payroll Page Sage Accountant Cloud Page Sage Accountants Network Page Expert advice, support, and education Page Solutions for your clients Page 22 23

4 Partnering with Sage Helping you navigate the perfect storm of change Our commitment to you No matter how you and your clients work today, no matter where you are on your journey to becoming a digital-first practice, Sage gives you the technology, advice and support you need to take maximum advantage of the future. And become the Practice of Now. Accountants and bookkeepers are facing a fast-changing environment, meaning practices must transform how they work and adapt to remain relevant. Evolving client demands, pace of technology and legislation changes are driving major disruption across the profession. Clients are looking for more services from accountants and bookkeepers whether outsourcing or advisory services, or different ways to work with you using the latest technologies. Making Tax Digital and the GDPR are driving real complexity and disruption to how you work with your clients today. Be more efficient Save time with smart automation. Reduce the effort spent on admin, chasing clients for information and data entry. Build closer client relationships Offer a better client experience. Always be connected, with a live view of client data. Deliver more forward-looking advice. Achieve your ambitions Grow your client base. Expand your services. Increase profitability. Transform your business model. 4

5 We have listened to your needs There is no one-size-fits-all solution when it comes to bookkeeping or payroll. That s why we offer you choice, no matter the size of your clients business, or whether you want to work fully in the cloud or keep the familiarity of desktop technology like Sage 50. We ve built our solutions to help you unlock opportunities using the power of cloud and automation - enabling you to be more efficient, deliver better client experiences, and achieve your ambitions. Sage bookkeeping technology saves you from hours of repetitive manual entry and bring you closer to your clients. Our compliance solutions come fully integrated into clients accounts - meaning no more manual data entry. You can run payroll quicker and simpler than ever before by managing multiple clients at once, hosting their information in the cloud, and more. And we re proud to announce Sage Accountant Cloud, which we re investing in heavily to become the only platform you need to run your practice. But helping you be ready for the future is about more than just simple-yet-powerful technology. That s why we offer expert advice, support and education, all delivered through your dedicated Account Manager who s on hand to help you grow your practice. Learn how we do this through our interview with Kelly Nicholls on the next page. See page 19 to read more about our education programme, Sage University, enabling you to get more out of your products and to train your staff. We are here for you. We have total support from Sage to make sure we get the maximum out of our products. Martyn Verity, Cantelowes Realise your ambition: Become the Practice of Now 5

6 Kelly Nicholls is a Senior Account Manager at Sage. She s been working with accountants and bookkeepers for over 10 years, involved with everything from bookkeeping to payroll in firms of all sizes as part of the biggest team in the industry over 150 dedicated experts supporting accountants and bookkeepers nationwide. My role is simple: I help accountants and bookkeepers be ready for the future, says Kelly. The key difference about Sage is that we offer solutions across Bookkeeping, Payroll, Client/Practice Management and Compliance so we can help you with all parts of your practice. We re highly flexible in our approach whatever mix of solution, help or advice you need, we can adapt to your practice. The UK-based support team helps accountants and bookkeepers to prepare a plan for the future of their practice whether that s moving to the cloud or getting ready for Making Tax Digital. They transform their processes, workflow, and advise them on how to charge for services, as well as helping them to communicate and engage with their clients, and train practice staff and clients on Sage solutions. We help them to understand and get the most from the wide range of solutions Sage offers, says Kelly, developing important skills for the future for example, digital marketing, which can allow them to attract new clients. The Senior Account Manager s typical week can be hectic. I spend my week travelling across the UK, meeting accountants and bookkeepers in person, she says. That s how Kelly and her team succeed in engaging with over 1,000 UK accountants and bookkeepers face-to-face every month and having over 9,000 phone conversations. This includes discussions about the challenges they face and opportunities they re looking to take advantage of, and how Sage can help. Part of these conversations involve connecting customers with the Sage Practice Support Team, who help with growth ambitions and training opportunities. Once I m back home after a busy week, I connect with the internal team to handle any admin and ensure we re delivering on the needs of our customers, she says. Her favourite part of the job? Showing off Sage Business Cloud Accounting and just how much value we ve packed into it, she says, A lot of people mistakenly think it s just for very small businesses. 6

7 Be ready for Making Tax Digital. Be Sage. Sage is Making Tax Digital for UK accountants and bookkeepers No matter how you or your clients choose to work, all Sage solutions are 100% MTD-compliant and packed with innovative technology. We understand that your technology choice is built around the needs of your clients and your practice; that s why we offer both cloud and desktop-based cloud-connected technology to help you take advantage of the platform that works best for you. Our technology is designed to suit different client types, from those who want you to do their accounts for them, to those who seek your professional input in working with them. Whether your clients have chosen to outsource their bookkeeping or they re collaborative clients who are eager to benefit from professional advice relating to their business, Sage helps you to work how you choose and provide the same level of service and professionalism. Realise your ambition: Become the Practice of Now 7

8 Sage Business Cloud Accounting Our mission is to build the best cloud accounting solution for start-ups and small businesses Sage Business Cloud Accounting is already packed with in-depth capabilities that make accountants and bookkeepers choose this technology over others. Product features include invoicing, quotes, full audit trail, batch transaction entry, stock management, bank feeds, powerful reporting, foreign currency invoicing, mobile apps, future cashflow projections, online payment integrations, and multi-business and multi-user capabilities. And we re ready for both Making Tax Digital and the GDPR. Sage Business Cloud Accounting also integrates directly with Sage compliance and taxation products enabling direct online submissions to Companies House and HMRC. We are always improving our technology, recent enhancements include: Improved direct bank feeds with Split Transactions. Improved chart of accounts Standardise work across clients with a simplified layout for faster processing. Improved mobile app Put customers, quotes/invoices, and expense recording (plus receipt capture) in the palm of your hand. For clients who keep paper copies of receipts, this is all they need to be ready for Making Tax Digital. Transactions simply flow into Accounting for processing. Closer integrations with Receipt Bank and AutoEntry Leverage powerful expense and paper capture tools that seamlessly flow data into Accounting. New integration with payments provider Stripe Enable clients to add a Pay Now button to their invoices and get paid fast in just a few clicks. Create professional-looking invoices online with the Hosted Invoices feature, where customers can pay with a single click. Automated migration tool Help move clients from Sage 50 to Accounting. Intuitive switching via Movemybooks Easily migrate clients from Xero, Quickbooks and other software providers. Coming Soon in 2018 Simple corrections Find and correct errors quickly, including reconciled transactions, journal reversals and changing payment allocations. User management Enjoy improved user permissions for more flexibility to customise what clients can see and do. Smart transaction tagging Automatically tag receipts captured using machine learning and big data within our mobile app. Smart bank rules Automate bank reconciliation with pre-programmed rules and machine learning. Recurring transactions Schedule repeat invoices, journals, payments, and receipts. New integration with Chaser HQ Give your clients access to powerful credit control for faster payments, reduced bad debt and greater cash flow. 8

9 Sage Business Cloud Accounting integrates with an extensive ecosystem Our technology delivers leading functionality and features in cloud accounting software: To find out more, visit us at or speak to your Account Manager on Realise your ambition: Become the Practice of Now 9

10 Sage 50cloud Accounts The power and productivity of the desktop that you know and love... now with the flexibility and automation of the cloud Want to keep using Sage 50, be ready for Making Tax Digital and avoid the disruption of major workflow changes in your practice? Sage 50cloud Accounts brings you the power and familiarity of the desktop, with the flexibility and connectivity of the cloud. Sage 50cloud is 100% ready for Making Tax Digital and works with all of the apps and services you already connect with today. Cloud connected capabilities of 50cloud Accounts include: Sage Drive gives you full and live access to client data in Sage 50 from anywhere you have an internet connection. This enables you to collaborate with clients in realtime without the need for exchanging backups or your clients stopping work. Direct bank feeds Connect securely and directly with your bank account so your transactions flow automatically into Sage 50cloud. Speeds up reconciliation and reduces data entry. Smart bank rules Automate bank reconciliation with pre-programmed rules. Office 365 integration Communicate with customers using Outlook and Skype, access powerful reports and dashboards in Excel, store documents against transactions and records with OneDrive, stay confident with automatic cloud data backups and capture expenses on the go with our mobile app. GoCardless, Sage Pay, Stripe & PayPal integration Get paid faster by accepting Direct Debit and card payments. Enable clients to add a Pay Now button to invoices and get paid fast in just a few clicks. Set up and start receiving payments in less than five minutes. Receipt capture by AutoEntry Sage 50cloud integrates with AutoEntry, a leading automatic receipt and statement capture app that removes manual data entry. Captured data and images flow effortlessley into Sage 50cloud. It s the perfect solution for outsource clients who will be impacted by Making Tax Digital. Sage 50cloud Accounting is connected to an ecosystem of software to help you and your clients do more: Coming soon in 2018 Improved mobile app Add invoicing, receipt capture and business performance overview, plus an approval workflow for transactions before they hit ledgers. Making Tax Digital getting ready for April 2019 changes. 10

11 Sage 200cloud For medium-enterprise-level clients Manage your accounts and customers as well as manufacturing, supply chain, business intelligence, and more on the go. Sage 200cloud uses the power of the desktop and the cloud to support growing manufacturers, distributors, and business services. Collaborate in real time to give your business the boost it needs. Access critical customer account information straight from Outlook. Manage multiple companies and access key insights and reports on the go through Excel. Cut out the tedious task of re-keying bank payments and connect Sage 200cloud with your bank account. Connect with third party apps, plus get support from Sage and an unrivalled network of accredited business partners. Built in functionality to help you meet the GDPR obligations by enabling you to update & delete records easily. Also compatible with HMRC MTD pilot. Realise your ambition: Become the Practice of Now 11

12 Cloud connected payroll to support you through the GDPR Sage 50cloud Payroll Simple, straightforward technology that s perfect for your practice and small to medium-sized clients. Sage 50cloud Payroll enables you to run payroll in your practice productively, efficiently and accurately to save you valuable time. Stay up to date with payroll and pension legislation, as recognised by HMRC; save time and minimise errors by automating workplace pensions with our add-on Pensions Module. Manage multiple payrolls with Sage 50cloud Payroll Bureau You ve told us you want to be more efficient, serve more clients, improve profitability and stop using paper or manual processes to share sensitive data like employee details, pay etc. Payroll Bureau works with Sage 50cloud Payroll to seamlessly automate payroll with standardised processes that reduce errors and save time. Customise your dashboards to create a bureau-specific view of payroll clients, leading to greater efficiency. You ll be connected with a smart online tool that gives you accurate data, allows you to share key reports, and reduces repetitive queries by helping your clients self-serve. The free Bureau Manager tool connects your desktop to the cloud, gives you a single, customisable client list with proactive notifications to alert you to actions you need to take. Ensure you and your clients are GDPR ready with Online Bureau The GDPR is driving tighter rules on data protection making manual/paper data transfers more difficult and risky. Our answer is Sage 50 Payroll Online Bureau we ve connected the Sage 50 Payroll you know and love today to the cloud, unlocking automation and efficiencies across your end to end Payroll workflow. All without major change or disruption to the way you work. Features available today: Information In: Employer-branded portal where employees and/or your clients can enter hours and rates they ve worked securely in the cloud. This data flows automatically into your Payroll Bureau to use just as you do today. Processing: Using Bureau Manager as a single client list you can move freely between companies across multiple payrolls. Information out: The same employer-branded cloud portal allows employees and/or your clients to self-serve payslips and P60s. 12

13 Coming soon in 2018 Simplifying employee onboarding and running tasks across multiple clients payroll with Multi-Processing in Bureau Manager and Employer Portal. Full document and report sharing with clients through employer portal. Scheduled notifications and reminders for clients to reduce late submission of data. Sage Business Cloud Payroll For clients looking to run their own payroll in four simple steps: 1. Start: Create secure, accurate, and compliant payslips each pay period in just four clicks. 2. Absences: Easily identify and deduct absences from the pay period. 3. Pay: Enter hourly pay or salaries and let Sage handle the calculations. Integrate with Sage Business Cloud Accounting to accurately record pay data in accounts. 4. Confirm: Run intuitive payroll reports for your practice and your clients to keep things simple and straightforward. Packaged with Sage Business Cloud Accounting, Sage Business Cloud Payroll is an intuitive online product for start-ups and small businesses. Realise your ambition: Become the Practice of Now 13

14 Sage Accountant Cloud is a single place where you can view and manage all of your clients, keep on top of tasks and automate your workflow from bookkeeping through to compliance. 14

15 Sage Accountant Cloud The platform to run your practice Our vision for the future is simple: we want you to choose how you work with your clients - but also give you the simplicity of a single platform to run your practice. The first big step towards our vision is Sage Accountant Cloud - giving you a single view of your clients and your practice. You can keep track of client details, tasks, interactions and documents all in one place. Access to client bookkeeping data in Sage Business Cloud Accounting is just a click without the need to login. And we ve removed manual data transfers with automatic data flow into into our Compliance solutions (Final Accounts plus Personal and Corporation Tax). Features available today include: Single view of your clients Customise and filter any field using all-in-one lists. Client records store all client information, including contacts, and track activities like events, tasks, and calls. Get on top of the GDPR Log and track personal data consent and retention rules, and keep the required audit trail of changes. Document storage Store important documents in client records and share them with colleagues and clients. Manage Accounting subscriptions Set up and manage Sage Business Cloud Accounting subscriptions, and manage access rights for colleagues and clients. One Login Access each of your clients books and payrolls in Accounting, plus Personal Tax, Corporation Tax and Final Accounts with just a click. Automated data flow from Accounting to Compliance Automate client data flow from Accounting into powerful Compliance Tools so that you can calculate Personal and Corporation Tax and produce Final Accounts all in the cloud. Without manual data entry, you ll be compliant in a few clicks. Coming soon in 2018 Set up custom processes with automated tasks. Client onboarding with Companies House integration. Record time and fees. Automated client communications. Sage 50cloud integration. Powerful reporting and client dashboards. Proactive alerts and notifications based on client activity and KPIs. Realise your ambition: Become the Practice of Now 15

16 Sage Accountants Network A simple programme for accountants and bookkeepers to access a range of technology, advice and support, customised to your practice needs for a single monthly fee. Solutions Your subscription includes software for your practice. You can then purchase additional products to help you serve your clients. Savings and incentives Qualify for product and training discounts, and make commission on software for your clients. Control Adapt your package as and when your firm s requirements change. The accountants bundle includes: Sage 50cloud accounting for use in your practice. Sage 50cloud Payroll for use in your practice. Discounts and commissions on software for your clients. Discounts on training. Accounting Partner Edition for use in your practice VAT per month Available add-ons (additional monthly charges apply) Sage 50cloud Client Manager: Manage and service your Sage 50cloud clients from one place with multi-user and multicompany software. Sage 50cloud Bureau Solutions: Everything you need to manage multiple payrolls with ease. Sage 50cloud Pensions Module: Why not make auto enrolment even easier with our Pensions Module? It s the quickest way to get you and your clients compliant for Auto-Enrolment. Accountant Partner Programme: Gain access to increased discounts and commissions on software for your clients. Premium support: Get added peace of mind for your practice. Data repair: If your data is lost or corrupted, our team can help you fix it. Excel support: Most customers only use around 20% of Excel. Let us help you unlock the remaining 80%. Report designer: Our dedicated team will produce reports tailored to your business needs. HR advice: Our HR professional services give your practice and clients all the advice and support you need to deal with HR issues. CIS: Accurate and efficient. Speed up monthly processing and take the stress out of subcontractor tax. 16

17 With Sage, we re now gaining the time to advise our clients on the opportunities that will help them grow. Paul Townsend, UHY Hacker Young Realise your ambition: Become the Practice of Now 17

18 Sage helps us to have a personal relationship with our clients because we know the product well, and have a great support network. Samantha Mitchem, Fitton & Co 18

19 Expert advice, support, and education Getting clients ready for Making Tax Digital or embracing digital marketing to attract new clients are just two of the many challenges that practices face. We bring the industry s biggest dedicated support team for UK accountants and bookkeepers to deliver the advice and support you tell us you need for your practice to thrive. Our Practice Growth Model helps you put together a plan to get your practice ready for Making Tax Digital, GDPR and the future, and our Practice Support Team helps you deliver it. Sage University contains all the education and learning needs for your practice. You ll find articles, videos, certifications and webinars to be used for your practice and your clients. In the last 12 months, over 21,000 people have earned certifications on Sage cloud products. Our UK-based, award-winning and dedicated Expert Support Team are available over the phone, webchat and via to help you with any questions about Sage products. Help Centre Our Help Centre has everything you need to help you get the most from your technology 24/7. Here you can gain access to Help Files, Community, us your queries, or speak to us on web chat or phone. Community If you have a question you can share this on Sage Community; get quick answers from Accounting Professionals and Sage experts just like you in the Community. Get Social Tweet your questions to our support team Call us Lines are open during the week from 9 AM 6 PM and we have extended 24/7 support available for Sage Business Cloud Accounting. We are also open when you need us the most and extend opening hours during peak business periods such as Self-Assessment. us You can also us your query and we will respond within 1 working day. accountants.support@sage.com Your personal account manager is on hand and dedicated to helping your business grow, or simply there to provide you and your colleagues with support when you need it. New to Sage and want to speak to someone to see how we can help you achieve your ambitions? Call us on Realise your ambition: Become the Practice of Now 19

20 Invest in your future Our easy-to-follow model, the Sage Practice Growth Plan, can help you prepare your practice for the future. It offers a step-by-step process supported by in-depth content. Accountancy is a changing and challenging profession. Embracing new technology, keeping up to date on regulatory changes, staying ahead of the competition and recruiting and retaining the best talent are all key to becoming a Practice of Now. Innovation starts with you. Accountants and bookkeepers need to learn new skills, anticipate the future and reorient their thinking to put their firm ahead of the competition. Therefore, you need to adapt and stay relevant by embracing new technology so embark on a transformational journey with Sage. The Sage Practice Growth Plan is based on conversations with many professionals and consists of seven pillars of learning. Acquire the skills and information needed to grow personally and for your practice. Transform your practice Embrace the opportunity and let knowledge help you grow. 20

21 Seven Pillars of Learning Help your firm achieve a competitive advantage and become a Practice of Now. Core Beliefs Establish your mission, vision and values to determine how you lead. Context Explore the landscape to better predict your firm s future. Culture Define your behaviours and beliefs to decide how you will evolve. Common Language Empower your firm with a strong, shared identity. Competencies Embrace change and gain new skills. Colleagues Grow your business by supporting your people. Collaborative Systems Take on the technology of the future. Realise your ambition: Become the Practice of Now 21

22 Solutions for clients Sage Business Cloud everything your clients need to take care of their businesses Sage Business Cloud is the one and only business management solution that clients from start-up to enterprise will ever need. It offers a one-stop-shop for business management with purpose-built solutions and a thriving ecosystem of applications. You can also benefit from using Sage Business Cloud in your own practice. Accounting Accounting is the perfect fit for small businesses that need a powerful, secure cloud accounting solution to take full control of their finances and help them reduce time spent on admin and data entry. Accessible anytime, anywhere and across any device (smartphone, tablet, laptop and PC), Accounting enables invoice and expense management, day-to-day balance and cashflow visibility, VAT management, easy accountant collaboration, and more. For businesses who would like to try out the cloud first, Sage 50cloud Accounts combines the power and productivity of trusted desktop-based technology with secure cloud connectivity and Microsoft Office 365 integration. Financials Financials serves growing SMEs that have moved beyond basic accounting needs to more complex financial processing and real-time insights that drive business decisions. It is designed to help a business scale by integrating accounting with critical business functions. When combined with other Sage Business Cloud services and marketplace applications, Financials delivers a full end-to-end view of a business. Enterprise Enterprise Management is not your typical Enterprise Resource Planning (ERP) solution. It s a faster, simpler and more flexible industrial-strength business management solution for the globally connected enterprise, unlike traditional, monolithic ERP systems. Powerfully designed, Enterprise Management enables enterprise businesses to manage financials, supply chain, production and operations. 22

23 People People is a modern cloud HR and People system that enables fast-growing, multinational organisations to both manage and engage their global workforce. Transforming the way businesses acquire, engage and retain their top talent, People improves workforce visibility, increases HR productivity and delivers great workforce experiences, enabling people to do their best work. Payroll Payroll allows you to run payroll simply, securely, accurately, and with 100% compliance. We re the UK s number one payroll provider two thirds of UK employees are paid using our solutions. Our obsession with getting payroll right enables accurate processing every time. With over 30 years payroll experience, customers can be confident in compliance with the latest statutory legislation. Payments and Banking Sage Payments and Banking solutions provide complete control of the money going in, around and out of a business, boosting efficiency and growth. We provide trusted money management solutions which are directly integrated into a customer s accounting platforms so they can get paid how and when they want, easily automating their reconciliation and pay suppliers and employees at the click of a button. Realise your ambition: Become the Practice of Now 23

24 12pt DB Intro Copy With Sage as your partner you re Address Line 1 getting the very best for your Address Line 2 practice and for your clients Address Line 3 for every stage of the journey. XXXX XXXX To learn more, call or visit sage.com/accountants 2017 The Sage Group plc or its licensors. Sage, Sage logos, 2018 Sage The Sage product Group and plc service or its licensors. names mentioned Sage, Sage logos, herein Sage product are the and trademarks service names of The Sage mentioned Group herein plc or are the its trademarks licensors. of All The other Sage trademarks Group plc are or its the licensors. property All of other their trademarks respective are the owners. property NA/WF of their respective owners.