Together, we’re paving the way for a smarter, more connected future in finance.
Pino Biase, Assistant Vice President, Channel & Accountant Partners, Sage
Sage Intacct Accountants gives your firm the systems, pricing, and support to deliver consistent advisory to growing, mid-market clients.
Increase in team productivity
Increase in revenue
Return on investment
Reduction in close time
For firms ready to support complex clients, expand advisory services, and move beyond transactional accounting into higher-value work.
Your clients need more than entry-level software can deliver. Multi-entity management, deeper reporting, and stronger controls are now essential.
You are moving beyond compliance and bookkeeping toward forecasting, FP&A, and strategic guidance that helps clients decide what comes next.
You want larger, more complex clients, delivering higher-touch services, increasing client value, and building long-term advisory relationships that last.
The program brings together technology, training, and support to help your firm implement faster, deliver more, and scale confidently.

From managing your full client portfolio in one place to giving client teams controlled access to the data they need, the technology is built to keep your firm organized and efficient, with the infrastructure to support growth.


Join a collaborative network of like-minded firms, industry leaders, and partners all working toward the same shared goals.
Learn from peers, share proven playbooks, attend growth events, and build connections that will take your practice further.

Clients are increasingly asking for help beyond compliance. They want scalable systems, real-time visibility, and advice rooted in data. Offering Sage Intacct™ allows you to meet this demand with a leading cloud ERP platform, while growing your margins and strategic value.
Management consulting now represents 16% of Canadian accounting revenue, nearly doubling over the last decade.
Growing clients increasingly expect accountants to provide real-time financial insights and strategic guidance.
Over 70% of firms report transitioning from compliance services to offering more advisory services to meet growing client needs.
Sage Intacct Accountants helps firms step away from depending on transactional work such as AP and AR and move into a more strategic role. It lets teams focus on the information clients need, including forecasting and FPNA. The platform’s built-in AI supports the close and compliance process, which gives firms a reliable base for offering higher value advisory services.
Firms can use advanced features and modules to solve real client problems in a way the basic financial tools cannot. The real difference comes from add-on capabilities such as dynamic allocations, Sage Intacct Planning, grant tracking and billing, and domestic or global consolidations. These tools help firms deliver services that match their industry approach.
Sage Intacct Accountants makes it easier for firms to specialize in a specific area, whether that is patient care, nonprofits, or another focus. Once they do, the setup and deployment process becomes similar across clients, which makes the work more scalable. Automation takes care of routine tasks so staff can focus on meaningful work, and it helps them grow their skills in a more specialized environment.
Sage Intacct also helps firms bring in higher value clients, usually in the upper SMB or mid-market range. These clients tend to stay longer and rely on the firm as their main financial operations advisor. This creates stronger, more lasting relationships.

Sage Intacct Accountants gives your firm the tools, support, and community to grow beyond compliance and into advisory excellence.

Position your firm as a trusted, specialist partner that clients rely on for strategic guidance, not just compliance and number crunching.
Move confidently into FP&A, forecasting, and CFO-level consulting, giving clients the forward-looking insights that drive real business decisions.
Attract and retain mid-market businesses that need a powerful, sophisticated platform to support their multi-entity and fast-growing financial needs.
Grow your client base faster and more consistently using proven playbooks, structured support, and a technology stack built to scale alongside you.
Increase in team productivity. Automation frees your team to focus on higher-value advisory services.
Increase in revenue. Transitioning to advisory services opens new revenue opportunities for your firm.
Return on investment. Firms that fully commit to SIA see substantial, long-term financial returns.
Firms are increasingly turning to Sage Intacct to serve growing clients, offering the advanced financial tools needed to handle more complex requirements and drive new revenue streams.
Joining Sage Intacct Accountants is easy. Seamless onboarding process and full support to ensure smooth implementation for both your firm and your clients.
As a member, you’ll receive preferred pricing on Sage Intacct solutions, empowering you to offer more value to your clients while boosting profitability.
Benefit from ongoing training, exclusive resources, and support. Confidently manage more complex financial clients and deliver advisory services beyond basic accounting.
With a dedicated account manager and a team of experts, you’ll be fully equipped to streamline client implementations and handle complex multi-entity requirements.
Your firm will be empowered to provide industry-specific solutions for multiple clients, including trend analysis and benchmarking to guide your clients when it comes to informed decision-making. You’re always compliant with legislative requirements and at the forefront of technical transformation.
All-told, you can potentially reach an ROI of 250%.
You’ll receive preferred pricing on Sage Intacct solutions. Enjoy long-term support through ongoing training and access to exclusive resources. Support is provided by a dedicated account manager who equips you with the skills needed to manage complex multi-entity requirements. Account managers also ensure the implementation and onboarding to Sage Intacct Accountants is successful, setting you and your clients up for prosperous progress.
Sage Intacct Accountants gives your firm the tools and support to serve more complex clients with greater confidence. You gain a structured training plan that builds capability quickly, and you can deliver industry specific solutions across multiple clients. This includes trend analysis, benchmarking, and clearer decision support.
You also stay aligned with legislative requirements and modern technical standards, which reduces operational risk as your client base grows.
Sage Intacct Accountants helps your firm move beyond task execution by giving you a clearer way to deliver data, interpret it, and guide decisions. You still handle the transactional work, but the value shifts toward insight. With structured data in place, you can explain what the numbers mean for cash flow, margins, and operational pressure points. Forecasting becomes part of your routine work, so clients rely on you for short term and long term views that shape planning and spending.
This is also where FP&A becomes possible. Instead of reporting what has already happened, you can show clients how past performance affects the next quarter and the year ahead. The native AI supports compliance and close processes, which reduces manual effort and keeps the data clean. As a result, you have more capacity and better information to provide genuine strategic guidance.
Sage Intacct Accountants provides advanced feature sets and modules at an approachable entry point to outsourced clients. Basically, advanced solutions that don’t break the bank. It fills the gap between simple SMB needs and large enterprise-level requirements. This makes it accessible (and affordable) for your clients who are outgrowing QBO, Xero, and Sage 50. Joining Sage Intacct Accountants equips your firm with the tools to meet the needs of clients outgrowing their current financial systems.
The onboarding journey is a defined process that starts at the initial introduction and moves through qualification, discovery, registration, set up, and training before going live. During the early stages, it’s essential that you fully understand the product and what it can do. We’ll walk you through a pricing example, so you have a realistic expectation of what you get for your financial investment.
We also include client scoping so you fully understand the scope of the project and have a roadmap to track success. This is followed by the full implementation process, which goes from design to configuration and deployment.
The biggest hurdle is often figuring out how to fully adopt the dimensionalized and subledger structure of Intacct. This underlines the importance of the ongoing training and education process and user acceptance to show the why and how value is created. This leads to understanding, motivation, and faster adoption.