Management software Client management

accountingcustom-made

View, manage, and serve all clients in one place, no matter what ledger solution they use, with client management software. Whether using Sage, Xero, or QBO you can automate workflows and access client work in a click. Included when you sign up to Sage for Accountants. What is Client Management software ? Client Management is a tool that's included when you sign up for Sage for Accountants. Manage client details and tasks from one place, no matter what ledger solution they use, including Sage, Xero or QBO. Get instant access to live client data taken from multiple products in one list. Quickly organise and access client information. Manage all clients and access key data in one place Serve all clients no matter what ledger they use and make business-critical decisions on time with a clear view of client information. Utilise the value of every tool with all clients regardless of the ledger solution they. Harness the ability to connect with with Sage Accounting, Xero, QBO and Sage 50 Accounts.* Make business-critical decisions on time with a clear view of client information. View financial year-end dates. View VAT and company registration numbers. See all client subscriptions and client info including addresses and compliance detail.