With the Sage View app, you can deepen client relationships, regardless of your location, by providing proactive and actionable business advice to clients based on real-time financial data you access easily from the palm of your hand.
• Receive custom alerts on client financial data.
• View specific client alerts.
• Snooze alerts after they’ve been read.
• Search for specific alerts using keywords.
• Access the status of client KPIs.
• Review client income and expense totals.
• Access to client contact information.
NOTE: THE SAGE VIEW APP REQUIRES AN ACTIVE SUBSCRIPTION TO SAGE VIEW. This app is used by anyone with a paid subscription to the Sage View cloud-based solution. Customized alerts and KPIs are configured within Sage View and then published to the Sage View app.