Simplify pricing and proposals that engage your existing clients. From sending automated, professional proposals, to auto-populating smart engagement letters with the highest levels of compliance, built-in AI helps get it done faster. Get started with free allowances 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.
You'll get one proposal, one smart engagement letter, and one Know Your Client or one risk assessment free with your subscription. To add for clients or to get more allowance, you'll need to purchase credits within the product to add more. The cost will be added to your next monthly invoice.
AI-powered
A customisable accounting solutions for your practice and clients. Only pay for what you need, add more features in-product. Available to verified accountants and accounting service providers.
Free
Tools for your practice:
Add-on features:
See full pricing for add-on features, subscriptions, and document allowances.
Ross Murray
Director of Acumen Accountants
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