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Team up with CPiO

Partner programme for Accountants

 

Elevate your client advisory with a CPiO partnership for Sage solutions and unlock exclusive benefits

 

Register your interest

CPiO has been a Sage Business Partner for over three decades and understands the challenges accountancy firms face in meeting ever-evolving client demands. Your clients are always looking for ways to drive down spiraling costs, automate routine processes and drive efficiency in their organisations. Sage software is designed to help organisations achieve success by connecting disparate processes, improving team performance and building confidence in the financial numbers.

We've created a referral partnership program designed to support you and your clients as they strive to digitalise and modernise. We can help you in your awareness and understanding of Sage solutions, supporting you in client conversations and can even help you to build your advisory services around Sage.

 

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Recommend a Sage Solution that works best for your clients

We’ve helped many businesses migrate to Sage 200, Sage X3 and Sage Intacct. It’s not necessarily about the size of the business, but also the complexity of processes. You can recommend a Sage solution that you believe would best suit your client's needs, or we can offer help to determine what solution is right for your client's business. By recommending the right Sage solution, you will not only help your clients achieve their business goals, but also gain their trust and unlock exclusive benefits for your firm. Take the opportunity to strengthen your client relationships and position yourself as a trusted advisor for software in the industry.

Recommending the right Sage Solution for your client's needs

 

Recommending a Sage solution for your client's business needs can be challenging. With many factors to consider, how do you identify the key features needed to maximise value for your client? How do you stay on top of new functionality or understand the role of integration in an increasingly noisy and complex space? To assist you, we have product experts, dedicated to each solution, here to advise and help you build on your knowledge. We can answer your specific questions around Sage software and its deployment.

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  • Sage Intacct
  • Sage X3
  • Sage 200

A cloud-based accounting, financial and business management solution designed for SMEs

Features

Robust core financials platform
 
Intuitive dashboards and reporting
 
 Automated billing processes
 
 Accelerated customisation with platform services
 
Industries

Financial Services, Healthcare, Non-Profit, Professional Services, Manufacturing, Subscription and SaaS and many more.

Pricing model

Pricing for Sage Intacct is subscription-based with costs tailored to individual organisations based on their unique requirements and billed per user, per month.

Intacct 20% referral reward (2)-1

 

Sage 200 is a powerful, flexible and affordable business management solution for small to medium sized businesses. 

Features

Plan strategically for growth with greater business control 
 
 Take payments directly from your invoices 
 
 Improve data visibility and productivity
 
Industries
Wholesale & Distribution, Manufacturing, Education, Services, Retail, Financial Services and General Business.
 
Pricing model
Sage 200 pricing varies based on modules,  user licences, subscription type, and other elements that tailor the software to the company's individual needs.

A comprehensive business management solution, ideal for medium to large product-centric organisations with complex business requirements.

Features

Multi-dimensional reporting
 
Inventory management and integrated customer support
 
 Robust single and multi-level bill of materials
 
Configurable workflow and choice of deployment 
 

Industries

Product-centric industries including discrete manufacturing, Make-to-Stock (MTS) and Make-to-Order (MTO), process manufacturing (batch), distributors including wholesale and transportation. In addition to service-based industries such as field service operations (FSM).  

Pricing model
 
Sage X3 pricing is subscription based. The software is based on badges or licence types which control access to various features and functionalities.

Sage Intacct

Intacct 20% referral reward - square

A cloud-based accounting, financial and business management solution designed for SMEs

Features

Robust core financials platform
 
Intuitive dashboards and reporting
 
Automated billing processes
 
Accelerated customisation with platform services
 

Industries

Financial Services, Healthcare, Non-Profit, Professional Services, Manufacturing, Subscription and SaaS and many more.

Pricing model

Pricing for Sage Intacct is subscription-based product with costs tailored to individual organisations based on their unique requirements and billed per user, per month.

Sage X3

A comprehensive business management solution, ideal for medium to large product-centric organisations with complex business requirements.

Features

Multi-dimensional reporting
 
Inventory management and integrated customer support
 
Robust single and multi-level bill of materials
 
Configurable workflow and choice of deployment
 

Industries

Product-centric industries including discrete manufacturing, Make-to-Stock (MTS) and Make-to-Order (MTO), process manufacturing (batch), distributors including wholesale and transportation. In addition to service-based industries such as field service operations (FSM). 
 
Pricing model
 
Sage X3 pricing is subscription based. The software is based on badges or licence types which control access to various features and functionalities.

Sage 200

Sage 200 is a powerful, flexible and affordable business management solution for small to medium sized businesses. 

Features

Plan strategically for growth with greater business control 
 
Take payments directly from your invoices 
 
Improve data visibility and productivity
 
Industries
 
Wholesale & Distribution, Manufacturing, Education, Services, Retail, Financial Services and General Business.
 
Pricing model
 
Sage 200 pricing varies based on modules,  user licences, subscription type, and other elements that tailor the software to the company's individual needs.

How the referral programme works?

number one

To begin, please register your interest and provide some details about yourself and the clients you wish to refer

number two

A member of CPiO team will reach out to you to get a better understanding of your organisation and your referral

number three

We'll reach out to your referral to complete a discovery call to understand your client's business and their needs

number four

If the referral contact organisation opts to work with CPiO, we’ll provide you with your exclusive benefits with applied terms and conditions

professional service

What's in it for you?

 

What's in it for your clients?

 
partner
Cpio

Why partner with CPiO?

  •  Sage accredited expertise

    CPiO has been a trusted Sage business Partner for over three decades, specialising in helping SMEs and large global organisations adopt new software and processes. We provide expert training, support, and technical solutions to ensure all Sage users are proficient and their business is protected.

  • Expert advice & support

    CPiO offers extensive industry experience and expertise. Our team of Sage experts, well-versed in the latest technologies and trends, is here to ensure your clients receive fit for purpose, tailored solutions. Our team of Sage-accredited experts deliver rapid and reliable support, minimising disruptions and maximising efficiency.

  • Proven track record

    CPiO has a long history of successful projects and satisfied clients, demonstrating our ability to deliver high-quality results consistently.

 

Frequently Asked Questions

What benefits do partners receive?

Sage Intacct Referral Partners can benefit from an exclusive offer, receiving 20%* of the first year’s net spend. This is in addition to the referral benefits available including; knowledge share via our products experts and exclusive resources as well as financial rewards for you or your client.

 

*For a limited period. Rate will revert to 10% once this limited time offer expires.

What kind of support will I receive as a partner?

We provide comprehensive support, including regular updates, training sessions, and webinars, to help you fully understand Sage solutions and how they can benefit your client's business.

What industries does CPiO support?

CPiO serves a wide range of industries including manufacturing, wholesale distribution, SaaS, finance, hospitality and more, meeting the distinct requirements of each sector by offering solutions like Sage Intacct, Sage X3 and Sage 200.

How will I be kept informed about the progress of my referral?

You will receive regular updates on the progress of your referral through email notifications and/or direct communication from our team. We ensure you stay informed every step of the way.

Who can I contact for more information or support?
Ready to get started?
Join our partner programme to empower your business, delight your clients and unlock the exclusive benefits tailored just for you.
 
 
 



Contact Us

Contact

We'd love to hear from you

Complete the contact form, let us know the nature of your enquiry and one of the CPiO team will be in touch.