Sage View Deepens Client Relationships with High-Value Advice

By CIOReview | Thursday, November 13, 2014
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LAS VEGAS, NV: Sage North America, provider of business management software and services to small and medium-sized businesses, has announced the launch of Sage View, a cloud-based solution designed for accountants to easily monitor client performance and financial health.

In a time when the accounting profession continues to shift in the way accountants work with clients, particularly as it relates to the changing needs of these small and medium-sized businesses, Sage View empowers accountants to see, understand, and take action on client data using key performance indicators (KPIs) and reports.

Sage View allows an accountant to track client performance, accessing key client data from multiple accounting solutions in one place, quickly, easily, and securely. Further insight and prioritization of follow-up or action items is available with drill-down capabilities. Because accountants like to look at information in different ways, Sage View offers customization opportunities within screens, reports, and KPIs.

“Since early 2000, I have been on a quest to find a tool that would facilitate the kind of meaningful dialogue my clients crave. I needed a way to bring financial information to life, to make it relevant,” says Geni Whitehouse, CPA.CITP, CSPM and countess of communication, Brotemarkle, Davis & Co. LLP.