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Intro: Hi XXXX/ you speaking with Philani from the central practice success team Sages

Accountants Division…..How are you?


Client: Responds
-likewise, well thank you …is this a convenient time.
reason for the call

you currently have an accountants profile congulations to that , what I wanted to let you know is that
once you gonna start adding client to your profile let us get you onto bearu immediately

With the bearu pricing structure is flexible pricing to our accountants. firstly all your accounting clerks
will be free users meaning all the accountants working at your practices will be free and we don’t charge
you for that. But by adding users to your profile you need to Set up user specific right cause you don’t
want everyone to have access to everything.

And also when you add a company to your profile you than are able to change company types because
as an accountant you are not always gonna be doing full processing for your client and sometimes, you’ll
have clients whereby you have to do processing once or twice in a year so you don’t wanna be always
billed on those customers therefore you are able to move them around type.

Type 1 full processing

Type 2&3 You can’t do is invoice, quotes or orders


Type 4 no processing
Can I please have your email.

I would like to share you a webianir that will give you a ground understanding about the
product it shall cover…  
 
1.  Conversions  
2. Accountants Edition Vs Bureau  
3. Rebates & Referral codes 
4. How a Client Invites Accountant  
5. Sage Payroll  
6. Accountant Portals  
7. Important Contacts  

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