Guide to Sage One. for accounting professionals

Transcription

1 123 Guide to Sage One for accounting professionals

2 Sage One is an online accounting solution that helps accountants and bookkeepers work with their small business and entrepreneurial clients. You can view all of your Sage One clients in one place, making their information easy to manage and access. Sage One is web browser-based, so it doesn t require any installation. This means you can view and manage client accounts on the move from most Internet-enabled devices. To sign up for Sage One Accountant Edition, visit or call us at (U.S.) or (Canada).

3 Start connecting with your clients With Sage One, you can connect and work as one with your clients. It s both secure and efficient to use Sage One to share information, such as documents and data files. Total security Sage One provides complete data security to ensure complete peace of mind as you connect with your clients. High standard data encryption and user authentication are just a couple of the security protocols that are in place.

4 Sage One Accountant Program To sign up for Sage One Accountant Edition, visit or call us at (U.S.) or (Canada).

5 Because this software is in the cloud, rather than installed on a computer, our regular Sage updates will be added automatically as soon as they are available. As a result, Sage One users can rest assured they are always up to date with the latest version. Join the Sage One Accountant Program at no cost to accountants and bookkeepers 1 and enter into a partnership built on expertise. As a member of the Sage One Accountant Program you will be able to enjoy the following benefits: Complimentary use of Sage One Accountant Edition Access to marketing tools, templates, logos, and white papers Sage One specific telephone, chat, and support Online specific industry expert webcasts Online resources for both your clients and your firm 20% discount for your clients on all Sage One products Opportunities to find new clients with the Find an Accountant or Bookkeeper Locator Tool 1 Sage One Accountant Program for qualified professionals only. To receive and maintain your Sage One Accountant Program membership, you must be an accountant or bookkeeper providing professional accounting or bookkeeping services for multiple fee-paying clients. If at any time Sage determines that you are no longer eligible, your Sage One Accountant Program membership will be terminated.

6 How to link clients to your Sage One Accountant Edition Managing your clients in Sage One You can use your Sage One Accountant Edition to invite clients to use Sage One so you can view and manage their data remotely. You can also send invites to existing Sage One clients in order to log onto their data. It s really simple to invite a client. When you sign into Sage One Accountant Edition, the first thing you ll see is your Client List (which is also accessed from wherever you are by clicking the Home icon). Then, just follow these steps: To sign up for Sage One Accountant Edition, visit or call us at (U.S.) or (Canada).

7 1. Click Invite Client. 2. Enter your client s contact information, including address and phone number. 3. Review the option to have Sage contact your client to help with setup. Uncheck this box if you prefer that Sage not contact your client. Leave it checked if you would like Sage to contact your client. 4. Select whether to invite your client to Try or Buy Sage One. If you select the Try option, your client will receive a 15-day free trial of Sage One. If you select Buy, your client will be asked to set up a subscription during sign up. 5. Choose an invitation format. You can either have Sage One send the invitation directly to your client, or you can send the invitation to your inbox and forward it to your client so that it comes from you. 6. Click Next to continue to the next screen. 7. Choose a service (Sage One Accounting Standard or Sage One Invoicing) to subscribe your client to by clicking the service name in the list and then click Subscribe. Click Next. 8. Check that the information is correct, then click Finish. If you elected to have Sage One send the invitation directly to your client, your client will receive this at the address you entered. If you elected to have the sent to your inbox so you could then forward it directly to your client, you will need to access your inbox and forward the invitation to your client. Once your client has activated Sage One, you ll see your client in your active clients list where you can then access your client s financials and data.

8 To sign up for Sage One Accountant Edition, visit or call us at (U.S.) or (Canada). Sage North America Sage Accountant Solutions 6561 Irvine Center Drive Irvine, CA Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners /14