Technology
Technology That Powers Modern Accounting
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.
Training
Built to Support You Every Step of the Way
From structured onboarding and certified learning paths to dedicated account management and ongoing guidance, you will have everything you need to build capability, scale confidently, and grow your practice from day one.
Community
A Community That Grows With You
Join a collaborative network of like-minded firms, industry leaders, and dedicated partners who are all working toward the same goal. Share knowledge, learn from peers, and build the connections that will take your practice further.
Technology
Technology That Works as Hard as You Do
From a centralized partner console to embedded AI and scalable infrastructure, every tool is built to help your firm work smarter, serve clients better, and grow with confidence.
Partner console
A dedicated partner console gives firms a single place to view and manage all client accounts, reducing administrative overhead and improving operational efficiency across the entire client base.
Visual Dashboards
Powerful real-time visual dashboards allow both the accounting firm and their clients to see what is happening in their business at any given moment, replacing static, retrospective reporting that legacy systems relied on.
Process Automation
Automate manual accounting tasks and processes, freeing up staff time to focus on higher-value advisory services rather than transactional work.
Secure Role-Based Client Access
Client employees can be granted access to relevant financial data through role-based security permissions, empowering the right people within the client organization to make better, faster decisions.
Self-Serve Reporting for Clients
Purpose-built dashboards give client teams across marketing, sales, HR, and operations direct access to the data they need, without going through the finance team.
Third-Party Tech Stack Integration
Firms can integrate third-party tools such as credit card platforms and expense management solutions, enabling a connected tech stack rather than a collection of isolated point solutions.
AI-Embedded Capabilities
(GL Outlier Detection, AP Automation, Intelligent Time, Close Agent, Co-pilot) A suite of embedded AI tools automates error detection, invoice capture, time tracking, month-end close, and proactive data insights, dramatically reducing manual effort.
Scalable Infrastructure
Built to grow with clients over time, ensuring firms are never locked into tools that will reach their limits as clients scale.
Training
Built to Support You Every Step of the Way
From structured onboarding and certified training to dedicated account management and ongoing support, every resource is designed to build your team’s capability and accelerate your implementations from day one.
Structured Onboarding Journey
The onboarding process follows four defined stages: qualification, registration and setup, training, and implementation/deployment, ensuring firms know exactly what to expect and are properly prepared before going live with their first client.
Dedicated Account Manager
Every firm is assigned a dedicated account manager who guides them through onboarding, helps streamline implementations, and works collaboratively on growth strategies throughout the partnership.
Sage University: Role-Based Courses and Learning Paths
Firms have access to self-paced, role-based training courses and structured learning paths through Sage University, allowing each team member to build the specific skills relevant to their function.
Official Certifications
Staff can earn official Sage Intacct certifications that provide a competitive advantage in the market and create a recognized professional development pathway within the fintech ecosystem.
Implementation Support via Enablement Partner
The implementation partner manages the technical complexity of licensing, pricing, and deployment on the firm’s behalf, so accountants can stay focused on their core work while still benefiting from a high-quality technical rollout.
The 60-30-15-5 Accelerated Implementation Framework
Implementation timeframes collapse progressively with each new client, from 60 days for the first down to just 5 days for subsequent clients, building speed, consistency, and confidence across the team.
Ongoing Training for Product Upgrades and New Releases
Training is not a one-time event. Firms receive ongoing support and education whenever new modules, features, or product releases are introduced, keeping capabilities current.
Service Level Agreements Post Go-Live
After implementation, firms are supported through formal service level agreements covering training, module education, and marketing and sales support.
Sales and Marketing Enablement Resources
Access dedicated marketing and sales resources designed to help firms sell outsourced accounting and financial advisory services more effectively.
Growth Guidance
Beyond technical support, the assigned partner account manager actively works with firms on practice growth strategies, making support genuinely business-focused rather than purely technical.
Community
Grow Stronger Together
Connect with like-minded firms, learn from peers who are already succeeding, and network with the leaders shaping the future of the industry. Through shared playbooks, regional support, and a true partnership model, the community is designed to help every member grow faster and go further.
Collaborative Partner Ecosystem
Firms join a community of like-minded partners where the ethos is partners helping partners, creating a spirit of collaboration rather than competition within the SIA network.
Industry Networking
The program connects firms with leaders who are actively shaping the future of the accounting and fintech industry, providing access to relationships and conversations that go well beyond the typical firm’s professional circle.
Peer Learning
Firms can learn best practices directly from other accounting practices that are already successfully deploying the program, shortening the learning curve through real-world, practical experience shared within the community.
Growth Events
Members participate in business-building events specifically designed to help firms grow their practice, combining education, networking, and practical strategy in a community setting.
Micro-Verticalization and Shared Playbooks
The community supports the development and sharing of industry-specific deployment playbooks across verticals such as healthcare, nonprofits, hospitality, and logistics, allowing firms to reach specialist-level proficiency faster by building on what others have already proven.
Regional Support and Direct Product Pipeline
Sage maintains dedicated regional resources, such as a Toronto-based pipeline contact for Canadian-specific requirements, ensuring community members have a direct voice into product development and that local compliance needs are prioritized.
True Partnership Model
The program is built on a genuine partnership philosophy, moving away from the transactional vendor relationship that accounting firms have historically experienced and replacing it with a model centered on shared success, trust, and long-term firm growth.