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GoProposal by Sage

Powerful pricing, clear proposals

Consistent pricing, professional proposals and renewals, automated engagement letters – it’s time to impress clients and boost profitability with GoProposal by Sage.  
Not sure how to prepare for MTD for ITSA?  Visit the accountants and bookkeepers MTD hub to learn more. 

Price consistently

Clear, profitable pricing starts here. End scope creep and create consistent pricing with our easy-to-use wizard. 

Sell confidently

Have complete confidence selling to clients. Create pricing that’s easy for clients to understand and employees to use.

Reduce risk

Meet the highest levels of compliance with smart engagement letters and AML risk assessments that automatically update over time. 

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 customised proposals and engagement letters that match your brand to create documentation easily. 

Get the signatures you need, faster 

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. 

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. 

Make MTD a breeze

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. 

Explore MTD hub

Do more with GoProposal by Sage add-ons

OverSuite

Make sure every client has an up-to-date letter of engagement with a secure library of compliant letters that evolve with regulatory change.

Anti-money laundering

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

Sign up to GoProposal by Sage

Check out our plans and pricing for GoProposal by Sage. 

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

GoProposal by Sage FAQs for accountants

GoProposal by Sage automates pricing, proposal, and engagement letter production. Designed to help accountants improve productivity, profitability, and client relationships – it supports direct end-to-end customer proposal management. 
GoProposal by Sage cuts out the manual admin that you do to create proposals and letters of engagement. By pre-preparing proposals and managing a bank of engagement letters using the Oversuite app, you can send professional documents instantly. 
Your free trial lasts 30 days and you’ll be free to explore all of the features GoProposal for Sage has to offer. Once you’ve decided whether it’s the right solution for clients and your practice, you can activate your account by entering your card details at any time during the 30 days. If your trial ends and there’s no activation, your account will cancel automatically. 

To help you drive sales and renewals we’ve included VIP Onboarding and Support as standard. You’ll get:

  • Live kickstart training
  • Videos that help you get started
  • A comprehensive help section
  • Invitations to live webinars
  • In-app chat and phone support
  • A membership for our active online community 
AML stands for anti-money laundering. Our AML add-on helps you stay compliant and up to date with the legal requirements around anti-money laundering so that it’s easy to detect risks and suspicious transactions. You can find out more about our AML add-on by watching the demo.

Our compliance experts formally review changes quarterly and as they arise, including: 

  • Changes to professional body regulations to understand their impact on the terms and conditions in your engagement letters 
  • The scope of each policy to ensure they aren’t impacted by changes to legislation 

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MTD for ITSA - are you ready?

Learn when you and your clients need to submit quarterly tax returns in compliance with MTD for ITSA and how to  reduce its impact.

Automation: Save time across your practice

Find out how to finish work faster and improve accuracy with automation across your workload, from accounting to tax. 

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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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