Getting your practice online with SagePhase 1 Get your practice ready

practicereadyGet your

Get your practice ready

Step 1

Are you ready to adopt the "cloud"?Imagine what your practice could look like in 2020—you’re not spending your time chasing, gathering, and entering client data. You no longer have issues with multiple software infrastructures to maintain and support within the practice. You’re no longer concentrating on client compliance, because online software has advanced to such an extent that compliance now pretty much takes care of itself. Instead, you have become a full-time business advisor and specialist consultant to your clients.

This is where business is heading.

What do you already do “in the cloud”? Does your practice bank online? Do you use Twitter or Facebook for business purposes? How much return on investment does your firm’s website provide for you in real terms?

Have you ever considered how working online could give you more freedom to work when and where you like? This article provides advice on working on the move.

Checklist

I know enough about the cloud to make the move (go to step 2).

I still need more information about the cloud (get some more information on cloud computing, such as our Introduction to cloud computing guide).

Step 2

Have you signed up for Sage One Accountant Edition?If you haven't signed up for Sage One Accountant Edition yet, you need to. It's complimentary to accounting professionals and takes only a few minutes for you to sign up . . . just follow one of these links.

• For the Canada edition, access this Sage One Accountant Edition form and enter your information.

1 2 • For the U.S. edition, access this Sage

One Accountant Edition form and enter your information.

Checklist

• I've activated and am ready to move on (go to step 3).

• I need help signing up (call us at 866-665-2559 in Canada or 866-565-2726 in the U.S. and we’ll be happy to help).

Get your practice ready

Step 3

Overcoming your fears about moving onlineThink back to when you opened your first online banking account—the concerns you had back then are probably the same concerns you have when you consider moving your firm and your clients online. However, online banking has been around for 15 years now, and we use high-grade 256-bit encryption, which is an industry standard that is used in Internet banking, to keep your data protected.

Worried about legal issues, such as data ownership or intellectual property rights? This article will put your mind at rest.

We can alleviate all these concerns and more—contact us at 866-565-2726 (U.S.) or 866-665-2559 (Canada) and we’ll help put your mind at ease by answering any questions you might have.

Checklist

My main fears have been alleviated—I’m confident about moving online (go to step 4).

I still have some concerns I’d like to clear up before I make a commitment (call us at 866-565-2726 (U.S.) or 866-665-2559 (Canada) and let’s talk about it).

Step 4

Get comfortable with Sage One Accountant EditionWhen you log on to your Sage One Accountant Edition, if you click the home button, you’ll be taken to your Client List. This is where your Sage One clients will appear when you start linking with them online. To get you started, we’ve provided you with two demo clients: Oscar, our Sage One Invoicing user, and Paula, our Sage One Accounting Standard user. These demo clients have been preloaded with data so you can play around with them and get used to the idea of working with clients in an online environment.

At this stage, it’s a great idea to watch one of our “Meet Sage One Accountant Edition” webcasts. These live webcasts give you tips on what’s available to you now that you’re signed up. We’ll show you how easy it is to interact online with your clients.

• Meet Sage One Accountant Edition—Canada webcast schedule

• Meet Sage One Accountant Edition—U.S. webcast schedule

3 4

Your three stage guide to getting your practice online with Sage:

Phase 1—Getting your practice readyPhase 2—Helping your clientsPhase 3—Become a Sage One expert

Sage North AmericaSage Accountant Solutions6561 Irvine Center Drive Irvine, CA 92618-2301

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To learn about Sage One Accountant Edition, visit na.sage.com/sage-one-accountants or call us at 866-565-2726 (U.S.) or 866-665-2559 (Canada).