Proposal software for Accountants & Accounting firms

Goproposal by sage

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

Unlimited clients
Professional proposals
Accredited training Access
VIP support
Consistent pricing system
Free integrations
Automated engagement letters

Most Popular

per month / excl VAT

Start 30-day free trial

Access to all features

5 Proposals
1 User

Optional add-ons, activate for free during the 30-day trial:
GoProposal AML – KYC & Risk Assessments
OverSuite – Smart Engagement Letter Suite

Most Popular

per month / excl VAT

Start 30-day free trial

Access 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

Most Popular

per month / excl VAT

Start 30-day free trial

Access 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

Most Popular

per month / excl VAT

Start 30-day free trial

Access 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

Strategy & Growth

How to structure a pricing proposal: Tips and examples

A well-crafted pricing proposal is a strategic document that helps build trust, demonstrate value, and move prospects confidently toward a […]

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 […]

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