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 the allowance included in your plan, then add more when you need.
Proposal management software help streamline and enhance your proposal creation process, from generating templates to tracking progress. Say goodbye to mistakes, inconsistencies and incorrect details common with other formats of proposal while getting valuable insights into their status to boost better decision-making.
Benefit from robust online security with your online proposal software to protect sensitive proposal information so you can have full peace of mind.
Generate a library of smart engagement letters in minutes that meet the highest levels of compliance.
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.
Find out everything you need to know about AML in our guide.
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.
Ross Murray
Director of Acumen Accountants
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