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.

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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.

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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

Phil Ellerby

"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
Integrations
  • Strategy & Growth

How to tailor a letter of engagement template for different clients

Let’s face it. Not all clients are created equal, and neither should your engagement letters be. A Letter of Engagement […]

  • Strategy & Growth

Why is an engagement letter for accountants so important?

*This article has been developed with the UK market in mind. If your accounting firm isn’t UK based, please consider […]

  • Features
  • Strategy & Growth

5 Engagement Letter Mistakes Accounting Businesses Make

*This article has been developed with the UK market in mind. If your accounting firm isn’t UK based, please consider […]

  • Strategy & Growth

When should you reissue an accounting engagement letter?

*This article has been developed with the UK market in mind. If your accounting firm isn’t UK based, please consider […]

  • Uncategorised

Why every accounting consultant needs a proposal template

The proposal is your prime opportunity to articulate value, demonstrate expertise, and secure new clients for your consulting services as […]

  • Strategy & Growth

Customising your 5-year business plan template to maximise impact

A generic five-year business plan simply won’t cut it for today’s accounting and advisory firms seeking real impact. It lacks […]

  • Strategy & Growth

The 10-step client onboarding checklist every accountant needs

Client onboarding goes beyond just handling paperwork—it’s a crucial opportunity to establish a clear, professional framework for your relationship with […]

  • Strategy & Growth

How to tailor a letter of engagement template for different clients

A Letter of Engagement (LoE) sets the foundation for a successful client relationship by outlining the scope of work, fees, […]

  • Strategy & Growth

Engagement Letter Automation: Streamlining Client Proposals Efficiently

Automation is reshaping accountants’ work. From bookkeeping to compliance, firms are adopting digital tools to improve efficiency and reduce manual […]

  • Strategy & Growth

The best Zapier integrations for accountants and bookkeepers

Accounting today is about more than just numbers—it’s about efficiency, accuracy, and client experience. Zapier helps accountants and bookkeepers streamline […]