Goproposal by sage

The smarter way to engage clients

GoProposal makes it easy for accounting businesses to engage clients professionally, profitably & with the highest level of compliance.

capterra logo Xero logo Quickbooks logo
video placeholder
vimeo placeholder

30-day Free Trial

Full Feature Access

Easily Cancel Anytime

No Card Details Needed

30-day FREE trial

Try GoProposal
with OverSuite and AML

Included in all plans

  • Unlimited clients

  • Professional proposals

  • Accredited training Access

  • VIP support

  • Consistent pricing system

  • Free integrations

  • Automated engagement letters

Most Popular

Solo

$75

per month / excl VAT

Start 30-day free trial

Access to all features

  • tick

    5 Proposals

  • tick

    1 User

  • Optional add-ons, activate for free during the 30-day trial:

  • apps icon

    GoProposal AML – KYC & Risk Assessments

  • apps icon

    OverSuite – Smart Engagement Letter Suite

Most Popular

Basic

$120

per month / excl VAT

Start 30-day free trial

Access to all features

  • tick

    10 Proposals

  • tick

    1 User

  • Optional add-ons, activate for free during the 30-day trial:

  • apps icon

    GoProposal AML – KYC & Risk Assessments

  • apps icon

    OverSuite – Smart Engagement Letter Suite

Most Popular

Standard

$150

per month / excl VAT

Start 30-day free trial

Access to all features

  • tick

    50 Proposals

  • tick

    2 Users

  • Optional add-ons, activate for free during the 30-day trial:

  • apps icon

    GoProposal AML – KYC & Risk Assessments

  • apps icon

    OverSuite – Smart Engagement Letter Suite

Most Popular

Premium

$255

per month / excl VAT

Start 30-day free trial

Access to all features

  • tick

    Unlimited Proposals

  • tick

    10 Users

  • Optional add-ons, activate for free during the 30-day trial:

  • apps icon

    GoProposal AML – KYC & Risk Assessments

  • apps icon

    OverSuite – Smart Engagement Letter Suite

Discover our member's real results

GoProposal isn't just an app. It's about helping you to have the greatest impact you can on your client's businesses and most importantly, yours. It's all about results... like these.

video placeholder
play icon
Beverley Sydney

"GoProposal helps me and my clients understand that the value I offer should be paid for."

My annual prices have become my monthly prices as I now understand that the value I offer should be paid for thanks to GoProposal. Nothing beats helping clients along their journey of building economic independence. GoProposal allows me to be mechanical about my prices and understand that the value I offer should be paid for.

Beverley Sydney

Director

Jo Wood

"GoProposal Is A Game Changer”

There's something about seeing a detailed proposal on screen that justifies the price to a client. If you take on a job with a few months of catch-up work, you can make sure those extra months are charged for so you don't lose out. It's very transparent, your clients can see exactly what you'll be doing for them, and they'll also see that they're going to get the same price as another client. There is no special treatment, it's fair.

Jo Wood

Director

Martin Wardle

"We're giving significantly more value to our clients”

GoProposal's main benefit to us is that it's given us a system for helping us to deliver the services that clients are looking for. We've had conversations where we've increased by 4x and 8x using GoProposal, which means we're giving significantly more value to our clients.

Martin Wardle

Director

"Having OverSuite in the business gives me complete peace of mind"

In our team, everybody produces letters of engagement and we all know that they can produce those with confidence that they're fully covered and they're not putting themselves or the firm in any sort of potential harm's way. The set-up was a seamless process as the OverSuite Wizard made it incredibly easy to do.

Phil Ellerby

Managing Director

Integrations

Connect GoProposal to your other systems and software to create seamless experiences for yourself, your clients & team with our deep, two-way integrations

Learn More About Integrations
  • Success Stories

Managing Scope Creep and Repricing: Lessons from Sarah Bedford at HMB Accountants

In a recent webinar, Sarah Bedford, Director at HMB Accountants, shared valuable insights into managing scope creep and repricing in […]

  • Success Stories

The Power of pricing: Stuart Hurst’s real-life approach to success

Pricing is often one of the most challenging aspects of running an accounting firm. Getting it right can mean the […]

  • Success Stories

How Cheryl Sharp’s Pink Pig Financials transformed pricing and team culture

Pricing is one of the most critical yet challenging aspects of running a business, and for Cheryl Sharp, founder and […]

  • Success Stories

How Jordan Smith at AG Smith & Co Uses Risk Assessments and AML to Elevate Client Relationships

In a recent webinar, Jordan Smith, Operations Director at AG Smith & Co, shared his unique approach to transforming the […]

  • Success Stories

How Reza Hooda’s Walji & Co Optimizes Onboarding for Client Satisfaction

In a recent session at the Elevate Summit, Reza Hooda, founder of Walji & Co, shared his approach to onboarding […]

  • Success Stories

“We’re Running a Successful Practice Because of GoProposal” – Gravitate Accounting

“We wouldn’t have grown to a firm of 11 people in just a couple years without it.” Sam Newton Gravitate […]

  • Leadership

What successful accounting businesses do differently

There’s so much negativity we can choose to expose ourselves to. The news will tell us all the businesses that […]

  • Leadership

How to Effectively Manage your Accounting Practice

Jonathan Gaunt, founder of FD Works is no stranger to entrepreneurship.

With nearly 30 years’ experience in the accounting industry, he’s the best person to explain effective accounting practice management.

  • Success-Shaping Features

8 Key GoProposal Features to Profitably Grow Your Accountancy Firm

Do you strive for your accountancy firm to stand out in an increasingly competitive market? The good news is, it’s […]

  • Strategy & Growth

The Accountants’ 5-Step Checklist to Creating a Human Firm: with Will Farnell

Contents About Will What IS The Human Firm? Why is it so important? Harness the ‘Power of Purpose’ Implement a […]