Introduction to Partner Edition

Manage your clients, access their data, and help them stay compliant with a suite of connected cloud compliance solutions*.

  • Access your clients’ data anytime, from anywhere.
  • Save time by reducing data entry.
  • Access demo data to give your clients an overview.
  • Simple set up for you and your clients.
  • One service for you to view any of your Sage clients.
  • Access VAT Centre and view your client's VAT history (their payments and liabilities) for clients that you've linked to your Agent Services Account.
  • Ask your clients for authorisation to submit VAT returns on their behalf.

Find your way around Partner Edition

After logging in to Partner Edition you'll see the client list.

Screenshot showing the main client list in Partner Edition

1 Select Accounting Partner Edition on the banner to return to the client list no matter where you are in the application.
2 Select your business name on the banner to change global settings and switch between your businesses.
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From the quick actions button:
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  • The Active tab is where you'll find your clients after adding subscriptions to services or you've created sets of accounts or tax returns through the compliance applications.
  • The Pending tab is where you'll find clients that you've created in Partner Edition but haven't yet had any subscriptions to services added yet.
  • The Imported tab is where you'll find clients that you've brought into Partner Edition through a spreadsheet import.
5 Assign users to clients to add a layer of security to your practice. Users will only be able to access clients they've been assigned to.
6 Select a client to reveal the client sidebar—another set of options including relevant client apps.
7 See at a glance what services your clients are subscribed to. Launch into those services by selecting the service name.