The proposal software accountants trust to grow their firm

Completely customise the prices generated for you in our Core Pricing Matrix. Let the system do the hard work for you in seconds, building out suggested pricing based on the best practice of other accountants. Customise until you see fit to create your Core Pricing Matrix. Set up once, and you’ll never have to go through the arduous task of setting prices from scratch again. Set up and change your pricing to react to market demands, as frequently as you need.

Build a bank of professional proposals in minutes to suit the niches you serve. Convert prospective clients faster while you have their full focus, with professional proposals uniquely structured for accountants to produce in the meeting.

Line Items are at the heart of your GoProposal app; this is where you can configure your services and tweak prices to suit your business. Present a detailed breakdown of each service and associated costs in the meeting with the client, eliminating confusion and instilling confidence in them. Fully flexible for you to amend fees, hide and remove irrelevant services, duplicate or add new services from scratch

Our integrations with leading accounting software create a seamless, efficient experience for yourself, your client and your team. Connect GoProposal with a whole host of accounting, practice management and payment platforms. Benefit from a synchronised workflow, gain essential insights into your clients’ business, and ensure the services you are quoting for are always accurate and in real time.

All Proposal, Anti-Money Laundering & historical contact information of your clients is consolidated in one place, enabling your team to provide a personalised service, identify additional opportunities and to nurture strong client relationships.

Import line items and streamline your pricing changes with the ability to bulk increase service pricing. Creating greater choice and flexibility when it comes to the pricing calculations on the line items page. Therefore, a more efficient set up process to reduce the amount of time taken with additional changes.