The smarter way to engage clients
GoProposal makes it easy for accountants and CPAs to engage clients professionally, profitably & with the highest level of compliance.
Join the 10,000+ accountants, bookkeepers and CPAs growing more profitably with GoProposal
Price Consistently
Sell Confidently
End Scope Creep
How will GoProposal benefit my firm?
Accounting services are complicated and difficult to price. Clients are complex and continually need more from you, and legislation around client engagement is onerous.
GoProposal solves all of this by giving you the most sophisticated client engagement platform, that removes all the bottlenecks, inconsistencies, and time-traps associated with these processes.
We will empower you and your team to price consistently, grow more profitably and minimise scope creep with every proposal throughout the life of every client… professionally, accurately and easily.
“Now that we’ve been using GoProposal for a few years, I don’t do sales anymore”
“I was able to hand that to one of my team members now we have a standardised way of pricing.”
– Nikole Mackenzie | Momentum Accounting
PROFESSIONAL PROPOSALS
You and your team will sell with confidence
Agree on fees with your clients, instantly in real time without any awkwardness, and fully present your value in a professional proposal that reflects your brand.
“GoProposal gives you a shield of confidence. even if you don’t think you are a confident salesperson.” – Lisa Moynagh | Bright Vision Accountancy
ENGAGEMENT LETTERS
Minimize risk &
set clear expectations
Generate fully compliant engagement letters in seconds and have them digitally & securely signed by one or more people. Import your own letters and customize your introductory and scope content.
“In terms of risk management and good order, it’s a no brainer.” – Joan Adams | Adams O’Rourke Accountants
"When we brought in GoProposal to begin with, our profits went up about 20%"
“[GoProposal] is a no-brainer. The amount you pay monthly is worth it for just the proposal software, but for the community, it’s an added benefit. It gives me the gumption to say no when I need to say no.”
– Sandy MacRae | MacRae CPA
Choose Your
PRICING PLAN
Choose the plan that works best for you. You can easily upgrade, downgrade, or cancel at any time. No hidden charges for having more clients.
Solo
$ 75
Per Month- 5 PROPOSALS each month
- 1 User
- Unlimited Clients
- Consistent Pricing System
- Professional Proposals
- Automated Engagement Letters
- Peer Community Membership
- Accredited Academy Access
- Free Integrations
- VIP Support
Basic
$ 120
Per Month- 10 PROPOSALS each month
- 1 User
- Unlimited Clients
- Consistent Pricing System
- Professional Proposals
- Automated Engagement Letters
- Peer Community Membership
- Accredited Academy Access
- Free Integrations
- VIP Support
StandardMost Popular
$ 150
Per Month- 50 PROPOSALS each month
- 2 Users
- Unlimited Clients
- Consistent Pricing System
- Professional Proposals
- Automated Engagement Letters
- Peer Community Membership
- Accredited Academy Access
- Free Integrations
- VIP Support
Premium
$ 255
Per Month- UNLIMITED PROPOSALS
- 10 User
- Unlimited Clients
- Consistent Pricing System
- Professional Proposals
- Automated Engagement Letters
- Peer Community Membership
- Accredited Academy Access
- Free Integrations
- VIP Support
Frequently Asked Questions
How does the 30-day free trial work?
Your free trial lasts 30 days. You get all the features and you’re free to explore, use and test GoProposal to make sure it’s a good fit for your firm. If it is, you’ll be able to activate your account by entering your card details at any time during this period. If it’s not, your account will automatically cancel.
What is a User?
A user is someone on your team who would have their own login to the app to generate proposals for your clients and prospects. They will have their own dashboard and will only be able to access their own proposals, unless you want to adjust their privileges so they can access all proposals.
Does this work in different countries?
Absolutely. GoProposal is a global product and is used in the United Kingdom, Ireland, USA, Canada, Australia, New Zealand, South Africa and Norway…. among others. All settings and pricing can be configured to meet your exact requirements and legislations.
What level of support do you offer?
We want GoProposal to be a fundamental part of your sales and renewal process and so you will receive VIP Onbording and Support as STANDARD. We have live Kickstart Training, expert videos that guide you through everything, a comprehensive help section, in-app chat, a very active online community, live webinars and the phone.
What if I want to cancel?
You can cancel whenever you like. If you haven’t activated your account and your free trial expires, then there’s nothing to do, it will cancel automatically. If you’re a paying member, there’s a big cancel button you press and your payments stop straight away. Your app will then be formally removed after 14 days.
Am I tied into a contract?
Absolutely not. You’ll want to keep using GoProposal because of how awesome it is, not because of a legal contract or because we’ve locked you in for a year.
Are my card details securely taken?
We use Stripe to process all card payments which operates the most stringent level of compliance certification available in the payments industry. They make use of best-in-class security tools and practices to maintain a high level of security. GoProposal does not store any card data and our website is secure. Check out our Security Standards >>
