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Pricing and proposals

Keep clients engaged with proposal software for accountants

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.

Get Sage for Accountants

Why should I use proposal management software?

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.

Multi-functional proposal software for accountants

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 creation features

86% of accountants and bookkeepers wish some client management tasks such as pricing, proposal updates, and engagement letters were faster and simpler.

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.

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.

Ditch manual methods with GoCardless

Instantly agree and set up payments collection with your clients at the point they accept their Engagement Letter or proposal. You don't need to chase for bank details.

Engagement letter software features

Only 4 in 10 accountants and bookkeepers currently automate key areas of new business, with 42% automating engagement letters.

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.

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

39% of accountants and bookkeepers do not use anti-fraud or anti-money laundering processes but would like to.

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.

Find out everything you need to know about AML in our guide.

Download guideDownload KYC guide

Save time with tailored client checks

Save time with KYC (Know Your Client) checks and Risk Assessments that use conditional logic to ensure you only answer the questions relevant to your specific client, every time.

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 verification 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 pricing and proposals work with Sage for Accountants?

Pricing and proposals are included as a feature within Sage for Accountants when you sign up your practice.

What you get with your plan

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.

How to sign up to Sage for Accountants

Sage Copilot included

Build a plan that fits your firm with accounting practice management software designed to scale as you grow. It’s free to sign up to Sage for Accountants, and you can add features, client subscriptions, and automated documents as you need them.
Sign up and verify your practice and get complementary features free.
Customise your product by adding features and subscriptions for your practice and clients.
Add on automated documents as and when you need them.
Only pay for what you need, with simple monthly billing.
 AI-powered

Sage for Accountants

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

Get Sage for Accountants
We take your billing information at checkout to enable future payments for custom features.

Tools for your practice:

  • Sage Copilot
  • Sage Accounting
  • Sage Payroll
  • Centralised client management
  • Payroll Bureau Dashboard
  • Final accounts and tax submission tools
  • Cashflow forecasting
  • Member benefits and client discounts

Add-on features:

  • Automated pricing and proposals
  • KYC / Risk Assessments
  • Engagement letters
  • Automated data entry
  • Client cashflow forecasting

See full pricing for add-on features, subscriptions, and document allowances.

Accountants discuss GoProposal by Sage

GoProposal allows you to make massive gains almost overnight in both profitability and 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.
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Member Masterclass

Dip into talks and articles from the world's leading experts to help with business challenges, like using innovation to create impact.

Community Hub

A trusted space where Sage users connect, collaborate, and grow. Share your insights, find solutions, stay up to date, and get the most out of Sage. 
 

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.

Sage Advice for accountants and bookkeepers 

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

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Proposal software for accountants: FAQ

Accounting proposal software is a vital tool for businesses and freelancers alike, streamlining the process of creating, sending, and tracking proposals. Our Accounting proposal software by GoProposal allows you to send these accurately, securely, and quickly to professional standard, allowing you to foster client relationships more readily.

Our online proposal software contains a library of auto-updated engagement letters for every situation.

Want to build the right plan for you?

Talk to one of our experts to get 1-2-1 advice on boosting efficiency with features and support for accountants. We can help answer your questions, so you can get started with your plan.
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