Sage View

Sage View: Business intelligence solution taking accountants, bookkeepers and consultants from tax time to all the time.

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Named one of the
"2015 Top New Products"
by Accounting Today

As Seen In

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Accounting Web
CPA Technology Blog

 

Sage View Mobile

Presenting the new Sage View mobile app

The Sage View1 mobile app2 provides accountants with client alerts and access to custom KPIs from anywhere, anytime.

 

Designed for “on-the-go” accountants, bookkeepers, and consultants that have an active subscription to the Sage View business intelligence dashboard solution, this app provides access to pre-defined alerts and an easy-to-view recap of client Key Performance Indicators (KPIs). With the Sage View app, you can deepen client relationships, regardless of your location, by providing proactive and actionable business advice to clients based on real-time financial data you access easily from the palm of your hand.

 

The Sage View mobile app is available today in the Google Play store and App StoreSM. To see the mobile app in action, you’ll need to download it and link it with your current Sage View subscription. If you don’t have a Sage View subscription yet, try Sage View for free with our 15-day trial by signing up today.

Transform your business by turning data into actionable client advice.

Here's how Sage View gives accounting professionals the power to see, understand, and work with clients' data to become their most valued and trusted financial advisor.

Stay apprised of client performance anytime, anywhere.

Access up-to-date data in helpful charts and graphs to provide critical advice to your clients from the office or from the road.

Deepen client relationships with high-value advice.

Increase the value you provide to clients as well as the role you play in their success with higher-margin services client facing reports, and up-to-the-minute financial data.

Stay a step ahead.

Experience the freedom of increased efficiency and a more productive firm. Sage View provides faster access to a broader range of information in easily digestible visual reports.

Get to know Sage View

You’ll be a more valuable contributor to your clients’ success if you can provide strategic, timely advice. The cloud-based Sage View arms you with up-to-the-minute key performance indicators (KPIs), trends, analyses, alerts, and reports, so you can advise your clients on opportunities and notify them of updates immediately 2 .

For more information call 1-866-749-7243

Live Demo Sage View Fact Sheet
Sage View

Set up quickly:

  • Connect to data simply with no software to install
  • Once connected, data streams automatically

Access current data:

  • Track client financial health with up-to-the-minute data in at-a-glance views
  • Customize screens , reports and Key Performance Indicators (KPIs) based on your personal preferences
  • Connect to data in Sage 50—U.S. Edition, and Intuit QuickBooks® 3

Build deeper client relationships

  • Become a valued advisor to clients by delivering critical insight
  • Access powerful dashboards and client facing reports to drill down into easy-to-use graphs to get further insight and prioritize action items
  • Explore customized customer data to help diagnose the why behind clients’ business performance

Protect client data

  • SSL connections ensure your data is strongly encrypted and safely transferred
  • Control access levels for different users

System requirements: Internet connection required (high-speed connection recommended) | Supported browsers: Chrome 27, Firefox 22, Internet Explorer 11, Safari 6

2 Sage View is for accounting professionals only. To receive and maintain access to Sage View, 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 access will be terminated.

3 Versions: Sage 50 2015.2 and newer; Intuit Quickbooks Pro and Premiere 2013—2015

What's Included:

5 client business connections* check
Unlimited access to phone support check
Product enhancements and new features as they become available check
Designated support team check
Price $79/month
See for yourself! Try Sage View free with our 15-day trial.
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* Additional client business connections $25/month apiece.

See what Lisa's Chop Shop does with Sage 50

Sage View Product Demo

Take a virtual test-drive of Sage View in a short demo video that walks through the basics and shows how your clients can benefit from this cloud solution.

Live Demo Quick Tour

**Chrome or Firefox are the recommended browsers for viewing this Quick Tour webcast.

Business Resources

Tools and information to transform your practice

Begin transforming your practice with complimentary white papers and articles full of valuable information.

Sage View Infographic

Sage View Fact Sheet

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Leverage education to optimize your practice

Take courses developed in partnership with Leadership Education for Accounting Professionals (LEAP), the Business Learning Institute (BLI), and Sage University to better manage your practice:

  • Deliver more value through analytics
  • Transforming general ledger data into information
  • Delivering advisory services–how to communicate
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Need help?

Call 1-866-749-7243
Monday through Friday 9 a.m.–8 p.m. ET

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Sage View Knowledgebase

Onboarding

Once you’ve signed up for Sage View, we’re here to help guide you through the best ways to use Sage View to provide advisory services with ease and maximum efficiency.

  • Stay connected on all the Sage View news with product bulletins and emails especially for accountants and bookkeepers.
  • Get useful resources, including a handy five-step guide that walks you through the steps on how to extend advisory offering to your clients.
  • Learn about value pricing and other best practices to aid in positioning advisory services to your clients using Sage View.
  1. For accounting professionals only. To receive and maintain access to Sage View, 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 access will be terminated. The regular retail rate is $79 per month for five client business connections plus $25 per month for each additional client business connection. A valid credit card is required to activate service. To ensure continuous service, your Sage View subscription is an automatically renewing subscription. Subsequent months will be automatically billed to the same credit card each month.
  2. Active Sage View subscription required. Customized alerts and KPIs are configured within Sage View and then published to the Sage View mobile app. Not all Sage View features are available on the mobile app. Mobile devices sold separately and data plan required. Sage View mobile app data access is subject to cellular provider network availability and occasional downtime due to system maintenance.

Accountant terms and conditions | Invited User terms and conditions

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© 2015, Sage Software, Inc. All Rights Reserved. Sage provides small and medium sized organizations and mid-market companies with a range of easy-to-use, secure and efficient business management software and services - from accounting, HR and payroll, to payments, enterprise resource planning and customer relationship management.

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