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.
30-day Free Trial
Full Feature Access
Easily Cancel Anytime
No Card Details Needed
Explore the three pillars of GoProposal
GoProposal
Impress clients and boost profitability with clear, profitable pricing and professional, automated proposals and renewals.
- Consistent pricing
- Professional proposals & renewals
- Manage clients and prospects
- Send engagement letters
OverSuite
Add-on
Meet the highest compliance standards with smart engagement letters that evolve with regulatory changes and auto-update for you.
- Engagement letter library
- Templates with expertise built-in
- Smart terms & conditions
- Send without a proposal
AML
Add-on
Rest assured with an anti-money laundering system backed by experts, and have full confidence in your practice's AML processes.
- Identity verification in minutes
- KYC checks & risk assessments
- Stay on top of ongoing monitoring
- Easy AML checks for all staff
30-day FREE trial
Try GoProposal
with OverSuite and AML
Included in all plans
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Unlimited clients
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Professional proposals
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Accredited training Access
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VIP support
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Consistent pricing system
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Free integrations
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Automated engagement letters
Solo
£70
per month / excl VAT
Start 30-day free trialAccess to all features
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5 Proposals
-
1 User
-
Optional add-ons, activate for free during the 30-day trial:
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GoProposal AML – KYC & Risk Assessments
-
OverSuite – Smart Engagement Letter Suite
Basic
£100
per month / excl VAT
Start 30-day free trialAccess to all features
-
10 Proposals
-
1 User
-
Optional add-ons, activate for free during the 30-day trial:
-
GoProposal AML – KYC & Risk Assessments
-
OverSuite – Smart Engagement Letter Suite
Standard
£140
per month / excl VAT
Start 30-day free trialAccess to all features
-
50 Proposals
-
2 Users
-
Optional add-ons, activate for free during the 30-day trial:
-
GoProposal AML – KYC & Risk Assessments
-
OverSuite – Smart Engagement Letter Suite
Premium
£225
per month / excl VAT
Start 30-day free trialAccess to all features
-
Unlimited Proposals
-
10 Users
-
Optional add-ons, activate for free during the 30-day trial:
-
GoProposal AML – KYC & Risk Assessments
-
OverSuite – Smart Engagement Letter Suite
*30-day free trial offered by GoProposal during this trial period, users have the option to add-on AML & OverSuite to benefit from 30 days across all products. Thereafter, AML & OverSuite trials will be 7-days. Please note that continued usage of the add-on products beyond the trial period will result in charges as per the respective pricing plans. Prices exclude VAT.
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.
"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
"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
"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
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Price consistently, sell more confidently & minimise your risk
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