Be the accountant of your dreams

See trends. Give advice.
Make success happen.

Automated dashboards let you quickly see your clients’ financial trends so you can give proactive advice that leads to greater success.

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Add value to your practice and deepen relationships with your clients by turning data into actionable advice

Arm yourself with key performance indicators (KPIs), trends, analyses, alerts, and reports that enable you to provide your clients with timely and valuable insights.

Engage your 
clients  

Be a more valuable advisor by delivering proactive, real-time advice to clients all year.

Deepen client relationships

Give clients new insights and answers that lead to more success.

Get more  
done  

Automated reports give you time to focus on what’s most important: your clients.

How can Sage View benefit you and your clients?

What accounting professionals are saying about Sage

"Sage View can be customized to meet the specific needs of our customers. The information we can then gather is not only beneficial to them, but where this information had previously only been available on an annual basis, I can now provide it quarterly, monthly, or even daily."

Toni Scott
Owner, Accurate Accounting Solutions

“Sage View has helped us go beyond just presenting our clients with tax statements to proactively advising them year round on how to run their business better and save money.

Juan Castro
President and Chief Solutioner, The JCC Group

Business resources

Be in the know, connected, and constantly learning with Sage
business resources for accounting professionals.
SageBusinessIntelligenceInfographic
Sage View business intelligence solution for accounting professionals
SageBusinessIntelligenceInfographic
Easily turn data into actionable advice with Sage View
Manage and Measure
You can’t manage what you don’t measure
Providing Strategy
How providing strategic advisory services can benefit clients

Speak with a Sage View expert

Call 1-866-749-7243 or complete all fields to have a representative contact you.

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  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 subscription rate is $19.95 per month for five client business connections plus additional client business connections available for $3.95 per month each if less than 50 connections, or only $1.50 per month each if 50 or more connections. 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. Client business connections to QuickBooks® desktop hosted versions by Cloud 9 are subject to separate terms and conditions, and additional fees.
  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.
  3. Sage One Accounting—U.S. Edition, Sage 50—U.S. Edition (version 2015.2 and later), Intuit QuickBooks® desktop version (Pro and Premiere 2013 and later; plus hosted versions by Cloud 9, which are subject to separate terms and conditions, and additional fees), and Intuit QuickBooks Online.

Accountant terms and conditions | Invited User terms and conditions

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