Simplify pricing and proposals that engage your new and existing clients. From sending automated, professional proposals, to auto-populating engagement letters, so you can get the work 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.
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.
A customisable accounting solution 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:
After sign up, a member of our team will be in contact to confirm your practice details before giving you full access to your account.
Ross Murray
Director of Acumen Accountants
Experts on hand helping you get the most out of your software so you can be more productive.
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