Cone
Affordable proposal-to-payment software for accounting firms
About Cone
Cone is a proposal and practice management platform built specifically for accountants and bookkeepers who want TaxDome-like capabilities without the premium price tag. Starting at just $9 per user per month, it combines proposals, engagement letters, automated billing, project management, and client communication into one platform — making it the most budget-friendly accounting-specific option on the market.
Pros & Cons
Pros
- Extremely affordable starting at $9/user/month — fraction of competitors' prices
- Built specifically for accountants and bookkeepers with industry-specific features
- Post-signature automation triggers projects and invoices instantly after proposal acceptance
- Two-way sync with QuickBooks, Xero, and Zoho Books eliminates double data entry
- 27% more business reported by firms using automated follow-ups and open tracking
- Clean, intuitive UX that's quick to set up without a steep learning curve
Cons
- Relatively new platform — less mature than established competitors
- Smaller template library compared to PandaDoc or Proposify
- Limited integrations outside the core accounting ecosystem
- No built-in time tracking or expense management
- Fewer advanced reporting and analytics features
- Growth plan required to remove Cone branding from client-facing documents
Key Features
Proposal Builder
Create professional proposals with customizable templates, service packaging, and interactive pricing for accounting services
Engagement Letters
Auto-generate engagement letters linked to proposal scope with e-signature for compliance and clear expectations
Automated Billing
Post-signature automation triggers invoicing and payment collection as soon as proposals are signed
Project Management
Customizable project templates for recurring tasks, status automation, and follow-up triggers
Client Requests
Collect documents, e-signatures, and form responses from clients at scale through a branded portal
Accounting Integrations
Two-way integrations with QuickBooks Online, Xero, and Zoho Books for seamless data sync
Payment Gateway
Bring existing Stripe or GoCardless payment gateway for client payment collection
Sales Pipeline
Track prospects through your sales process with visual pipeline management and automated follow-ups
Pricing
- Proposals & engagement letters
- E-signatures
- Client requests
- Project management
- Accounting integrations
- Stripe/GoCardless payments
- All Essential features
- Automated invoicing
- Automated payment collection
- Sales pipeline
- Client reminders
- Remove Cone branding
Best For
Solo Accountant Practice
Affordable all-in-one solution for solo practitioners to send proposals, collect engagement letters, and automate billing without breaking the budget
Bookkeeping Firm Onboarding
Streamline new client onboarding with proposals, document collection, and automated project setup in a single workflow
Tax Season Client Management
Manage seasonal client intake with bulk proposals, engagement letters, and document requests during peak tax season
Growing Accounting Practice
Scale your practice with per-user pricing that stays affordable as you add staff, without the steep costs of enterprise tools
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