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GoProposal

Client engagement

Client engagement, simplified. From sending automated, professional proposals, to auto-populating smart 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.

Smart engagement letters

Meet the highest compliance standards with smart engagement letters that evolve with regulatory changes and auto-update for you.

Anti-money laundering (AML)

Rest assured with an AML system backed by experts, and have full confidence in your practice's AML processes.

Proposal features

Bookkeeping Chosen Bank Reconciliation No of items 0-25 Frequency? Monthly Invoicing Fetching No of purchase invoices 0-10 Credit Control Net Total £150.00 Tax (20%) £30.00 Gross Total £180.00 Monthly Totals Bookkeeping Chosen Bank Reconciliation No of items 0-25 Frequency? Monthly Invoicing Fetching No of purchase invoices 0-10 Credit Control Net Total £150.00 Tax (20%) £30.00 Gross Total £180.00 Monthly Totals

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.
John Smith Bookkeeper [email protected] Created by Peter Wyncham Goldfinch Arms [email protected] Created for ASCEND Accountacy Proposal for Proposal #1130 Goldfinch Arms Net Total £150.00 Tax (20%) £30.00 Gross Total £180.00 Complete Proposal Monthly Totals Create Proposal Billing cycle

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 customised proposals and engagement letters 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.

Smart engagement letters features

Library of robust letters

Generate a library of smart engagement letters in minutes that meet the highest levels of compliance.

  • Letters are auto-updated every quarter by leading compliance experts.
  • Client-friendly and easy to understand, our letters are written in plain English.
  • Auto-generated with some simple known inputs, but easy to edit.
Sign Letter of Engagement I accept the proposal T&C Letter of Engagement First Name John Signature Draw Select Style Upload Last Name Smith Sign Letter of Engagement I accept the proposal T&C Letter of Engagement First Name John Signature Draw Select Style Upload Last Name Smith

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 straight 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.

Anti-money laundering features

Hillside landscaping Electronic Checks KYC & Risk Assessments Auto-approved Name Status Renewal date Identification ID Expiration Outcome 09/01/24 Passport 09/01/24 Ali Gator Individual Complete Normal Name Status Renewal date Risk level 09/01/24 Ali Gator Individual Complete KYC & Risk Assessments Overview AML Actions

Mitigate risk

Understand and mitigate risk the right way. With an AML system backed by compliance experts that carry out Know Your Client (KYC) and risk assessments tailored to your needs ; you can have complete confidence in your practice’s AML processes.

Save time with tailored client checks

Save time with KYC Checks and Risk Assessments that use conditional logic to ensure you only answer the questions relevant to your specific client, every time.
Electronic Check Choose type of check to run What type of check should I run? Biometric check Everything from the Document Check plus Biometric ID verification. Document check Everything from the Basic Check plus ID verification. Basic check Run a PEP, Sanction, Adverse Media and Address Check on your client Run checks on: Alex Savage

Cutting-edge ID checks

Make selecting the best check for you and your client simple with basic, document, and biometric checks that use the highest level of identity verfication to boost client trust with a seamless and secure onboarding experience.

Designed by experts, with expert guidance

With step-by-step guidance built in, it's time to say goodbye to lengthy assessments with our templates designed by experts in compliance and risk.

How does GoProposal work with Sage for Accountants?

GoProposal is part of Sage for Accountants, providing you with essential features each month free of charge with your plan.

What you get with your plan

As part of your Sage for Accountants plan, you get one proposal, one smart engagement letter, and one Know Your Client or one risk assessment entirely free of charge each month.

Need more ? You can add extras at any time through the platform, and we'll simply add the costs to your next monthly invoice.

Reports Launch product Payroll 50 Accounting Plus Launch product Final Accounts Sutton Landscaping Client actions Overview Product subscriptions Connected Available to connect Products VAT Overview Launch product GoProposal Launch product AutoEntry Launch product Launch product Reports Disconnect Disconnect More products will be available to connect shortly Corporation Tax

Get started with Sage for Accountants

Sign up

Sign up to Sage for Accountants and start to manage your clients at no cost.

Join Sage for Accountants

Add tools

After you sign up, add accounting, payroll and additional tools. Only pay for what you add.
Explore pricing

Unlock discounts

Grow your discounts with Sage Points. The more you buy for clients, the bigger the discounts.
Explore discounts
Currently using Partner edition? 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 & customer experience. I simply wouldn’t run our business without it now.

Ross Murray
Director of Acumen Accountants

Get more than just great software

Award-winning support

Experts on hand helping you get the most out of your software so you can be more productive.

Member Masterclass

Dip into talks and articles from the world's leading experts to help with business challenges, like dealing with change.

Community forums

Hear from industry experts and connect with businesses like yours to gain useful advice and insights.

Business advice

Share the challenges you face with businesses like yours, discover in-person events and make connections.

Learning

Get the most from your software with help from our product experts.

Software certification

Take courses, earn certifications and stand out from the crowd.

Accountancy practice software resources

Get added support on managing your practice with webinars, training, and events by Sage.

Training

Build your success with the very best training. Learn skills and build confidence with training designed to help accountants and their practices thrive.
Learn more

Webinars

Tune in to our webinars to hear the latest developments, software and service updates, and more direct from Sage experts with our live and on-demand webinar programme.
Learn more

Events

Join us at an event near you to connect, learn, and get inspired.
Learn more

Sage Advice for accountants and bookkeepers 

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

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Boost practice productivity at your accountancy practice

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