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.
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.
Make sure you and your clients meet Making Tax Digital for ITSA and VAT with fully compliant engagement letters. Create letters and send them to clients in seconds to capture digital signatures. Use letters designed by risk experts to automate terms and conditions with our OverSuite add-on.
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.
Review and reprice your services clearly and re-engage every client with ease using GoProposal by Sage. Learn how to get MTD sorted with Sage.
Director of Acumen Accountants
To help you drive sales and renewals we’ve included VIP Onboarding and Support as standard. You’ll get:
Our compliance experts formally review changes quarterly and as they arise, including: