Sage Sole Trader

Verified listing

Self Assessment and MTD for Income Tax for people who have never used accounting software

4.0Based on 261 reviews

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Ratings by dimension

Ease of use4.0
Value3.9
Support4.0
Features4.0

Rating distribution

5 stars
108
4 stars
91
3 stars
37
2 stars
15
1 star
10

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Verified reviews for Sage Sole Trader

261 reviews matching your filters

Gareth Mackenzie

Financial controller · 51-200 employees · Healthcare

United Kingdom

4.0

14 Jul 2026

Works for a one person business

My accountant can see the figures without me emailing spreadsheets, and it does not try to be a full ledger, which is exactly why I can use it. Reporting is thin if you want anything beyond income and expenses, but we live with it.

Pros

My accountant can see the figures without me emailing spreadsheets.

Cons

Reporting is thin if you want anything beyond income and expenses.

Ease of use: 5.0
Value for money: 5.0
Customer service: 5.0
Functionality: 4.0

Used for Less than 6 months16 found this helpful

Kevin Fairbanks

HR manager · 51-200 employees · Marketing and advertising

United Kingdom

4.0

2 Jul 2026

Good starting point, you will move on

My accountant can see the figures without me emailing spreadsheets. Only real gripe is that you outgrow it the moment you register for VAT.

Pros

My accountant can see the figures without me emailing spreadsheets.

Cons

You outgrow it the moment you register for VAT.

Ease of use: 4.0
Value for money: 5.0
Customer service: 3.0
Functionality: 4.0

Used for Less than 6 months24 found this helpful

Adam Nasir

Payroll manager · 51-200 employees · Wholesale

United Kingdom

5.0

25 Jun 2026

Does the MTD job without the ceremony

My accountant can see the figures without me emailing spreadsheets, and the tax estimate updates as you go so January is not a shock. No complaints so far.

Pros

My accountant can see the figures without me emailing spreadsheets.

Cons

Reporting is thin if you want anything beyond income and expenses.

Ease of use: 5.0
Value for money: 4.0
Customer service: 5.0
Functionality: 5.0

Used for 1-2 years20 found this helpful

Paul Vaughan

Head of finance · 501-1000 employees · Manufacturing

United Kingdom

3.0

25 Jun 2026

Good starting point, you will move on

My accountant can see the figures without me emailing spreadsheets. That said, no payroll at all, which caught me out when I took someone on and reporting is thin if you want anything beyond income and expenses.

Pros

My accountant can see the figures without me emailing spreadsheets.

Cons

No payroll at all, which caught me out when I took someone on.

Ease of use: 3.0
Value for money: 2.0
Customer service: 3.0
Functionality: 4.0

Used for 1-2 years31 found this helpful

Christopher Vaughan

Founder · 11-50 employees · Hospitality

LinkedIn verifiedUnited Kingdom

4.0

19 Jun 2026

Does the MTD job without the ceremony

Setup took an evening and I have never used accounting software before, and categorising expenses on the phone while sat in the van works well. The mobile app occasionally logs me out mid entry, but we live with it.

Pros

Setup took an evening and I have never used accounting software before.

Cons

The mobile app occasionally logs me out mid entry.

Ease of use: 5.0
Value for money: 5.0
Customer service: 3.0
Functionality: 5.0

Used for 2+ years15 found this helpful

Laura Devlin

Practice manager · 11-50 employees · Accounting

United Kingdom

5.0

8 Jun 2026

Does the MTD job without the ceremony

Quarterly updates take about ten minutes once the bank feed is set up. Setup took an evening and I have never used accounting software before.

Pros

Quarterly updates take about ten minutes once the bank feed is set up.

Cons

Reporting is thin if you want anything beyond income and expenses.

Ease of use: 5.0
Value for money: 5.0
Customer service: 5.0
Functionality: 5.0

Used for 1-2 years

Rebecca Kowalski

Director · 11-50 employees · Charity and non-profit

LinkedIn verifiedUnited Kingdom

5.0

29 May 2026

Simple enough for a first timer

Setup took an evening and I have never used accounting software before, and the free tier covered everything I needed until I registered for VAT. No complaints so far.

Pros

Setup took an evening and I have never used accounting software before.

Cons

There is no balance sheet, so my accountant still does a year end job.

Ease of use: 5.0
Value for money: 5.0
Customer service: 5.0
Functionality: 5.0

Used for 1-2 years25 found this helpful

Stephen Kowalski

Founder · 1-10 employees · Food and beverage

LinkedIn verifiedUnited Kingdom

3.0

27 May 2026

Sorted my quarterly updates

The free tier covered everything I needed until I registered for VAT. That said, the mobile app occasionally logs me out mid entry and importing two years of history from a spreadsheet was fiddly.

Pros

The free tier covered everything I needed until I registered for VAT.

Cons

The mobile app occasionally logs me out mid entry.

Ease of use: 2.0
Value for money: 4.0
Customer service: 3.0
Functionality: 3.0

Used for 2+ years4 found this helpful

Sarah Iqbal

Company secretary · 51-200 employees · Professional services

LinkedIn verifiedUnited Kingdom

3.0

27 May 2026

Does the MTD job without the ceremony

The free tier covered everything I needed until I registered for VAT. That said, you outgrow it the moment you register for VAT and no payroll at all, which caught me out when I took someone on.

Pros

The free tier covered everything I needed until I registered for VAT.

Cons

You outgrow it the moment you register for VAT.

Ease of use: 3.0
Value for money: 3.0
Customer service: 2.0
Functionality: 3.0

Used for Less than 6 months7 found this helpful

Nicola Trelawny

Bookkeeper · 1-10 employees · Engineering

United Kingdom

1.0

17 May 2026

Cheap and it files

There is no balance sheet, so my accountant still does a year end job. The mobile app occasionally logs me out mid entry. Looking at alternatives.

Pros

The tax estimate updates as you go so January is not a shock.

Cons

There is no balance sheet, so my accountant still does a year end job.

Ease of use: 1.0
Value for money: 2.0
Customer service: 1.0
Functionality: 2.0

Used for Less than 6 months