What is Sage for Accountants?
Sage for Accountants (SFA) is a platform for accountants. When you sign up for this suite, you can add client tools, earn discounts, and get everything you need to support your clients on their journey to becoming digital.
As part of the suite, you can add AutoEntry as one of your additional tools.
Who is this available for?
Currently Sage for Accountants is available in the UK, France and Canada.
📎NOTE : New SFA accounts get AutoEntry automatically as part of their subscription. If you had an existing Client Management before Sage for Accountants was introduced, you can obtain an AutoEntry subscription from within your 'manage subscriptions' page.
How do I access AutoEntry?
You can access AutoEntry in different ways, this will depend on how you invite the user and set his permissions.
Practice users
From SFA to access the practice's own account
From SFA > Client management to access the clients' accounts
Login page: app.sbc.sage.com
Clients
Once you've set up the account, you can invite clients or colleagues to access directly from autoentry.com
Login page: data.autoentry.com
Can I disconnect from AutoEntry if I no longer need to use it?
You can disconnect AutoEntry from your client at any point. This can be done on the Product tab while viewing your client homepage.
Is there a company I can use for practice use?
Yes there is, you can access this via your navigation bar in Client Management.
What permissions are needed to access AutoEntry?
The business owner can always access it by default. Any Client Management users you add are added as AutoEntry users automatically.
What if I already have AutoEntry?
To use AutoEntry integrated with Sage for Accountants you would have to create a separate Client Management Account with a different email address to your existing AutoEntry account.
Help and resources
Make sure you contact the team dedicated to the specific product.
AutoEntry:
You can access the AutoEntry Help Centre with hundreds of guides. This includes our Sage for Accountant integration section and Getting started guide.
You can also use the chat widget to contact our dedicated AutoEntry experts.
📎NOTE: Your chat widget won't appear if you have chosen to disable Cookies. You can access our chat support by going to the AutoEntry Help Centre.
Sage for Accountants:
For any queries related to Sage for Accountant's and Client Management workspace, contact the Sage team as the AutoEntry team won't be able to assist.
This includes :
Steps within Sage for Accountants and Client Management
Account and billing management
Sage subscription and AutoEntry document allowance
📎NOTE: Some integration steps are available within the AutoEntry collection to facilitate the integration between the two products. However the content is limited. Make sure to contact Sage support for any further help.
Buying credits
Credits and subscription settings are available to standalone accounts only and don't apply to Sage for Accountant users.
If you've reached your subscription allowance, contact your Sage support team who manage your subscription.