Display all of your client’s company information, notes, a profit and loss widget and banking widget.
Do more with less time and access all your clients' data from one place, so you can concentrate on helping them thrive.
The company console is designed to help you keep track of your accounting and bookkeeping tasks for each client within Sage One. Your clients can send virtual notes which appear within the dashboard for you to action.
Save time by doing timesheets for your clients from your dashboard. Track projects & tasks, share files & help your clients turn billable hours into invoices.
Easily onboard new clients and collaborate with them and your colleagues on their data in real time.
Everything you need to take care of your clients
Sign up to the Sage One Certified Adviser program for a free 90 day trial.
Attend online training at a time that best suits your schedule.
Our support team are ready to offer support over email to steer you in the right direction quickly.
We can step you through the onboarding process in detail to ensure fast and efficient set up.
at your fingertips.
Access your client’s data in a matter of seconds. Set up reminders of any new notes or tasks, whether they are due or overdue.
Monthly and daily views will display all tasks and notes that are overdue, due today as well as those tasks that are scheduled to start.
Displays your client’s company information, notes that you need to action, a Profit and Loss widget as well as a widget with banking information.
Designed to help you keep track of the various accounting or bookkeeping tasks that you do for each of your clients on Sage One.