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Sage Sole Trader

Verified listing

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

Ratings by dimension

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

Rating distribution

  • 5 stars108
  • 4 stars91
  • 3 stars37
  • 2 stars15
  • 1 star10

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Verified reviews for Sage Sole Trader

261 reviews matching your filters

Alan Mackenzie

Director · 1-10 employees · Professional services

United Kingdom
4.0

4 Aug 2026

Fine for a simple trade

My accountant can see the figures without me emailing spreadsheets, and the tax estimate updates as you go so January is not a shock. The mobile app occasionally logs me out mid entry, but we live with it.

Pros

My accountant can see the figures without me emailing spreadsheets.

Cons

The mobile app occasionally logs me out mid entry.

Ease of use
4.0
Value for money
3.0
Customer service
4.0
Functionality
4.0
Used for Less than 6 months24 found this helpful

Claire Sinclair

Office manager · 1-10 employees · Fitness and leisure

United Kingdom
4.0

30 Jul 2026

Simple enough for a first timer

My accountant can see the figures without me emailing spreadsheets, and the free tier covered everything I needed until I registered for VAT. The mobile app occasionally logs me out mid entry, but we live with it.

Pros

My accountant can see the figures without me emailing spreadsheets.

Cons

The mobile app occasionally logs me out mid entry.

Ease of use
4.0
Value for money
3.0
Customer service
3.0
Functionality
4.0
Used for 6-12 months36 found this helpful

Mohammed Nasir

Financial controller · 51-200 employees · Recruitment

United Kingdom
4.0

29 Jul 2026

Does the MTD job without the ceremony

HMRC submission went through first time with no error messages, and categorising expenses on the phone while sat in the van works well. Importing two years of history from a spreadsheet was fiddly, but we live with it.

Pros

HMRC submission went through first time with no error messages.

Cons

Importing two years of history from a spreadsheet was fiddly.

Ease of use
4.0
Value for money
4.0
Customer service
5.0
Functionality
5.0
Used for Less than 6 months36 found this helpful

Rebecca Cavendish

Practice manager · 1-10 employees · Engineering

LinkedIn verifiedUnited Kingdom
4.0

26 Jul 2026

Fine for a simple trade

Quarterly updates take about ten minutes once the bank feed is set up. Only real gripe is that reporting is thin if you want anything beyond income and expenses.

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
4.0
Value for money
3.0
Customer service
4.0
Functionality
4.0
Used for Less than 6 months17 found this helpful

Olivia Quinn

Management accountant · 201-500 employees · Retail

United Kingdom
3.0

26 Jul 2026

Good starting point, you will move on

Mixed. The tax estimate updates as you go so January is not a shock, but the mobile app occasionally logs me out mid entry.

Pros

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

Cons

The mobile app occasionally logs me out mid entry.

Ease of use
2.0
Value for money
3.0
Customer service
3.0
Functionality
3.0
Used for 1-2 years7 found this helpful

Owen Halliwell

Operations manager · 51-200 employees · Recruitment

United Kingdom
2.0

22 Jul 2026

Works for a one person business

Importing two years of history from a spreadsheet was fiddly, and reporting is thin if you want anything beyond income and expenses. Setup took an evening and I have never used accounting software before, which is about the only positive.

Pros

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

Cons

Importing two years of history from a spreadsheet was fiddly.

Ease of use
2.0
Value for money
3.0
Customer service
2.0
Functionality
2.0
Used for 2+ years25 found this helpful

Helen Whitfield

Finance business partner · 501-1000 employees · Logistics and transport

LinkedIn verifiedUnited Kingdom
5.0

17 Jul 2026

Fine for a simple trade

Categorising expenses on the phone while sat in the van works well, and HMRC submission went through first time with no error messages. No complaints so far.

Pros

Categorising expenses on the phone while sat in the van works well.

Cons

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

Ease of use
5.0
Value for money
5.0
Customer service
5.0
Functionality
5.0
Used for 2+ years28 found this helpful

Olivia Kaur

Office manager · 1-10 employees · IT services

LinkedIn verifiedUnited Kingdom
1.0

15 Jul 2026

Sorted my quarterly updates

No payroll at all, which caught me out when I took someone on. Importing two years of history from a spreadsheet was fiddly. Looking at alternatives.

Pros

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

Cons

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

Ease of use
1.0
Value for money
1.0
Customer service
1.0
Functionality
2.0
Used for 1-2 years12 found this helpful

Richard Corrigan

Finance business partner · 1000+ employees · Veterinary

United Kingdom
4.0

15 Jul 2026

Fine for a simple trade

It does not try to be a full ledger, which is exactly why I can use it. Only real gripe is that reporting is thin if you want anything beyond income and expenses.

Pros

It does not try to be a full ledger, which is exactly why I can use it.

Cons

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

Ease of use
4.0
Value for money
3.0
Customer service
5.0
Functionality
5.0
Used for 6-12 months7 found this helpful

Thomas Radcliffe

Operations manager · 201-500 employees · Wholesale

LinkedIn verifiedUnited Kingdom
4.0

15 Jul 2026

Simple enough for a first timer

Setup took an evening and I have never used accounting software before. Only real gripe is that no payroll at all, which caught me out when I took someone on.

Pros

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

Cons

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

Ease of use
4.0
Value for money
3.0
Customer service
5.0
Functionality
4.0
Used for 1-2 years8 found this helpful