Client engagement, simplified. From sending automated, professional proposals, to customizable engagement letters with the highest levels of compliance, GoProposal essentials has you covered. Get started with a free allowance included in your plan, then add more when you need.
Meet compliance standards with customizable engagement letter templates you can tailor.
Make an impact and win more business with professional proposals that you can produce on the spot during meetings. Use a pre-prepared library of customized proposals that match your brand to create documentation easily.
When you sign up to a Sage for Accountants plan, you'll get access to GoProposal, giving you allowances which you can customize as needed. On the Essentials plan you will get one proposal included. Need more? You can add extras at any time through the platform, and the cost will simply be added to your next monthly invoice.
*Get 50% off for 12 months on Standard and Premium plans, then $90/$240 +tax/mo (tier depending). Offer expires September 30, 2024. After the promotional period, the monthly subscription rate will renew at the then current rate.
Currently using Accountants Edition? Call 1-866-665-2559 to learn about your upgrade to Sage for Accountants.
Ross Murray
Director of Acumen Accountants
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