Sage View Cloud Accounting Software ERP CRM

 

Every Accountant's goal should involve being a more valuable contributer to a client's success.  But how? Sage View makes it easy by providing strategic and timely advice accessed via the cloud.

Sage View

Sage view empowers accountants to turn data into actionable client advice to:

  1. Proactively identify opportunities based on clients' business performance.

  2. Become a valued advisor by providing critical insight.

  3. Stay one step ahead.


As stated on the Sage View product page, "Sage View is a secure, web-based portal that allows your accountant to view important data such as your company's cash position and total revenue from your accounting application. With this view, your accountant can be proactive in monitoring the financial health of your company."

 

 

More specifically, Sage View empowers accountants to: 

  1. Track client financial health with up-to-date data with at-a-glance views from anywhere.

  2. Access powerful dashboards to drill down into easy-to-use graphs to get further insight and to prioritize action items.

  3. Send email to client with new goals and revenue opportunities, anytime, anywhere.

  4. Customize screens, reports and key performance indicators (KPIs) based on personal preference. 

  5. Deepen client relationships by providing sound advice that results in growth.

  6. Get client-specific alerts and provide immediate responses through the cloud. 

  7. Get more done in a day to have the time that matters most.

 

With Sage View, accountants can stay close to client performance anytime, anywhere, deepen client relationships with high-value advice and stay one step ahead without taking any physical steps at all.



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Kimberly Tucker

Written by Kimberly Tucker