Achieve extraordinary growth in outsourced advisory and Sage Intacct

Sage Intacct Accountants Program


The Analytics-to-Advisory Springboard: Seizing the opportunity with data analytics and business insights CAS


Five reasons to evolve your financial management solution

On-Demand Webinar

Data analytics advisory: Business insights that drive client success

Deliver high-value advisory and financial advisory services.

In an increasingly competitive industry, where client expectations are on the rise, many firms are searching for ways to provide more value. Client advisory services is an area that provides an opportunity to do just that. With outsourced services greatly in demand by business owners who want to reduce time on work unrelated to their core business, they turn to their advisory partner for expertise and proactive strategic advice.

To help firms take advantage of the growth opportunity in this area, and Sage Intacct developed the Sage Intacct Accountants Program.

Through the Sage Intacct Accountants Program, firms are leveraging the best-in-class advisory capabilities of Sage Intacct to deliver high value engagements such as virtual CFO-level outsourced advisory services for their clients. Designed for advisory firms, the program offers access to an Accountant console as well as a plethora of industry leading resources, tools, education and support. provides Education, Account Management, Experience, Firm Adoption, Guidance, Tools, Resources and Strategy.

Make the most of this program with an array of training resources, tools, and support available:

Access to the Accountant's Console and Sage Intacct Community
Dedicated Account Management
Comprehensive Partner Enablement
Product Training Including Product Certification and Self-paced Virtual and In-person Training
Partner Services Implementation Assistance of up to 24 Hours During First Year in Program
Dedicated Partner Technical Support Team Through Community Portal and Toll-free Number
Sales & Marketing Resources
Free use of Sage Intacct for your Firm's Books and Special Pricing for Your Outsourced Advisory Clients

Sage Intacct offers these key features:


Provides real-time visibility and access to all client data from a single, centralized location.

Offers the ability to customize layouts and display of information.


Integrates with over 150 other leading applications including BILL, Salesforce, project advisory, and more.

Provides access to pre-built integrations and offers open API.


Offers flexible financial reporting tools and a library of more than 150 built-in financial reports that support key regulatory reporting requirements. Provides ability to measure business metrics and performance.


Backed by high reliability Tier 1 data centers. Provides world-class security, disaster protection, backup and recovery. Offers built-in internal controls and security permissions to give you control to what users can access.


Provides access to industry templates, including business processes, charts of accounts, financial reports, business dashboards and many other elements of the financial system. Offers customizable and reusable templates, allowing you to define reports once and leverage across multiple clients. and Sage Intacct

Sage Intacct Accountants Program


"We wanted a cloud based platform that could scale as our clients grew, and one that easily integrated with other cloud apps ... this was Sage Intacct. To be successful in outsourcing, we have to have Sage Intacct as our core solution."

Bill Klein

President, Consero Global Solutions

See and hear how the Sage Intacct Accountants Program is making an impact in today's firms.

How CAS Makes You a Partner with Your Clients

Michele Hammann of SS&C Solutions discusses how CAS has helped their practice provide more value to clients and the benefits Sage Intaact has provided to their client relationships.

Providing Outsourced Advisory Services with SAGE Intacct

Stacey White of Accumulus Advisors shares how Sage Intacct helps them provide their clients with peace of mind by providing the advisory support they need.

Exceeding Expectations: Sage Intacct Accountants Program

In this video Tommye Barie from Mauldin & Jenkins discusses her experiences as a member of the Sage Intacct Accountants Program. She shares how the support...

Only offers your firm this level of support and strategy

Educate firms on ways to transform their client advisory through the Sage Intacct Accountants Program
Dedicated account management from experienced representatives
Expert guidance and tools to help you grow your practice
Experience in working with thousands of firms that have adopted cloud technology
Provide consultative advice to help firms build out their strategy
Connect firms to the resources they need to be successful

The power of smart business

The advisory landscape is changing rapidly. In a word, complexity, defines the single greatest challenge, and opportunity, facing CPAs. Firms are rethinking their strategies for practice management, client services and talent development. is your primary source for taking the complexity out of moving your Firm into the digital arena — enabling you to focus on growing your business with the smartest solutions in our industry.

To learn more about Sage Intacct from, please contact our team at or by calling 1.855.855.5CPA.

Join the Sage Intacct
Accountants Program

We'll get you up running in no time.