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GoProposal

Client engagement: proposal software for accountants

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.

How to sign up

Proposals

Impress clients and boost profitability with clear, profitable pricing and professional, automated proposals and renewals.

Engagement letter templates

Meet compliance standards with customizable engagement letter templates you can tailor.

Proposal features

86% of accountants and bookkeepers wish some client management tasks such as pricing, proposal updates, and engagement letters were faster and simpler.

No more scope creep

Keep your team on track and give clients a clear understanding of costs with a consistent pricing system across your firm. Build your pricing matrix in seconds using a simple wizard that makes it easy to itemise services line by line.

Impress clients with speedy proposals and renewals

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.

Keep clients coming back for more

Build better relationships with clients and boost their confidence with proposals and pricing that set clear expectations. GoProposal by Sage makes it simple to complete tasks on time so that you can keep clients happy.

Ditch manual methods with GoCardless

Instantly agree and set up payments collection with your clients at the point they accept their Engagement Letter or proposal. You don't need to chase for bank details.

Engagement letter features

Only 4 in 10 accountants and bookkeepers currently automate key areas of new business, with 42% automating engagement letters.

Engage with clients efficiently

Build letters of engagement in minutes and send them directly from OverSuite to be signed electronically by the client. This allows you to reduce delays after you meet the client. You can act quickly, send them the letter right away, save time, and build a lasting impression.

Communicate key dates

Effectively communicate start dates and information deadlines within your letters to outline responsibilities and ensure full transparency with your client.

Manage client records all in one place

Manage all your client records within the contact hub and automatically receive notifications when upcoming engagement letter renewals are due.

How does GoProposal work with Sage for Accountants?

GoProposal is part of Sage for Accountants, and is our efficient proposal software for accountants that provides you with essential features each month with your plan. 

What you get with your plan

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 started with Sage for Accountants

Unlock the potential of your practice with customisable plans, designed to help you meet clients' needs efficiently. Choose the plan that suits your requirements and customize.

Sign up to Sage

Sign up to our accountancy and bookkeeping solutions for your practice.

Set up your practice

Unlock complementary software by setting up your practice with Accounting Plus and Sage Payroll.

Manage your clients

Set up client lists in our Client Management software and add subscriptions for their needs.

Essentials

For practices wanting to automate pricing, client engagement, client management, and data entry to support clients.
Free
Recommended

Standard

For practices that require increased allowances and extra subscriptions to drive practice workflow efficiency.
Get 50% off for 12 months
$90 CAD
$45 CAD per month*
You save $540

Premium

For scaling practices that want to charge up profitability and growth with the best tools in the business.
Get 50% off for 12 months
$240 CAD
$120 CAD per month*
You save $1,440

*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.

Accountants discuss GoProposal by Sage

GoProposal allows you to make massive gains almost overnight in both profitability and customer experience. I simply wouldn’t run our business without it now.

Ross Murray
Director of Acumen Accountants

Get more than just great software

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Learning

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Sage Advice for accountants and bookkeepers 

Explore our blogs and articles for expert advice on accounting and bookkeeping.

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Boost productivity at your accountancy practice

Talk to one of our experts to get 1-2-1 advice on boosting efficiency with GoProposal by Sage. 
Book a 1-2-1