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Sage makes play for larger firms in latest partnership


Sage has partnered with H&R Block on a national level, signalling the software company’s broader intentions in the tax return preparation market.

By Katarina Taurian 9 minute read

The national tax and accounting network will expand its use of Sage HandiSoft across its 470 offices.

For H&R Block, this flags a broader intention of the network to automate its processes, according to a joint statement released this morning.

H&R Block has a heavy focus on income tax return services, and prepares about 800,000 returns annually.


For Sage, the partnership reinforces its focus on the tax return market in Australia, and is in line with plans it foreshadowed last year to target larger firms.

Sage’s traditional base has been firms with less than 10 employees, but its outgoing accounting director last year said it's looking to mid-tier markets.

“I don’t think we could be going to the top four, but we could comfortably take on a 25 to 35 person practice with our suite of products,” said director of accountants for Sage, Michael Smith, in July last year.

“They are in the hundreds, not in the thousands, in Australia — and I think we can get that job done well,” he said.

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Katarina Taurian


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