Find an accountant with Sage Match

We are now offering the Sage Match app that connects accounting professionals directly with businesses looking for someone with their skills and expertise. For businesses, Sage Match reduces the time and effort required to find someone who fits their requirements.

If you are an accountant or bookkeeper, Sage Match allows you to:

  • Use the simple intuitive interface to set up and maintain your Sage Match profile. Creating a profile is complimentary for accounting professionals.
  • Complete your detailed Sage Match profile with contact details, qualifications, expertise, services, specializations, and more.
  • Be notified by email or SMS of new opportunities or messages from business prospects in Sage Match. Communicate with prospects using the in-app messaging capability. Receive requests, request more information, and provide proposals.

Three simple steps to access Sage Match:

Sage Match is accessible through Sage Impact, the customizable online hub for accounting professionals.1

If you are a Sage Accountants Network member:

  1. Log on to Sage Impact.1 If you haven’t already signed up for your complimentary Sage Impact account, sign up now with the email address you use for your Sage Accountants Network membership.
  2. Click the Sage Match tile.
  3. Since you’re a Sage Accountants Network member, your Sage Match profile has been prepopulated with your basic information. Once you click on the tile, you’ll be dropped right into your Sage Match profile. Your details will initially be hidden from Sage Match listings. Update your profile with any further details to promote your skills and expertise which you would like to add and then click the “Show My Profile” button to make it visible.

Sign Up Now

If you are not a Sage Accountants Network member:

  1. Log on to Sage Impact.1 If you haven’t already signed up for your complimentary Sage Impact account, sign up now with the email address of your choice.
  2. Click the Sage Match tile.
  3. You’ll be dropped right into Sage Match, where you can quickly create a profile to promote your skills and expertise.

Sign Up Now

If you are a business, Sage Match allows you to:

  • Follow the simple process to sign up and create a business profile.
  • Set search criteria based on the specific requirements of your business and view profiles of accounting professionals who match your needs.
  • Select the accounting professional you would like to contact. Businesses always initiate the connection.
  • See how accounting professionals have been rated by other businesses.
  • Communicate with accounting professionals using the in-app messaging capability.
  • Request and receive proposals. Provide feedback and make a decision.

Sign Up Now

User

 What's old What's New
Businesses Search by:

  • Sage product lines (Sage 50 and Sage Timeslips)
  • Location
Select if “Accounting or bookkeeping” is of interest

Select if looking for a “Product expert”		 Search initially by:
  • Location
See:
  • Ratings (by other businesses)
Filter the search results based on:
  • Services Offered
  • Work Styles
  • Industry specializations
  • Expertise
  • Languages supported
  • Professional credentials/qualifications
  • Sage certifications
  • Other software certifications
  • In-app direct messaging capability
Accountants or bookkeepers Accountant or bookkeeper can include the following profile details:
  • Practice name
  • Address
  • Email address
  • Phone number
  • Supported products
 Accountant or bookkeeper can include the following profile details:
  • Practice name
  • Address
  • Email address
  • Phone number
  • Sage certifications
  • Other software certifications
  • Services offered
  • Practice description
  • Company logo
  • Profile photo
  • Professional credentials/qualifications
  • Industry expertise
  • Website
  • Social media
  • Communication preferences (can be contacted about new leads by SMS and/or email)
  • In-app direct messaging capability
  • SMS and email notifications when a prospect contacts you
  1. If you are an accountant or bookkeeper, a Sage Impact account is required for access to Sage Match. To receive and maintain access to Sage Match and Sage Impact, 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. Sage Impact is your go-to control center for accounting, financial management, business intelligence, community, and business leads—all in one online hub and available at no cost to accounting professionals. Third-party and additional Sage apps or services may be subject to fees and separate terms and conditions.

Accountant Terms and Conditions | End-User Terms and Conditions

Sage
866-565-2726

© 2017, The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage Group plc or its licensors. All other trademarks are the property of their respective owners.

Nexus: G-WEBCD1