GoProposal
Proposal and pricing software built specifically for accounting firms
About GoProposal
GoProposal is a client engagement platform purpose-built for accountants and bookkeepers. It combines standardized pricing, professional proposal generation, and automated engagement letters into one workflow — helping firms price consistently, reduce scope creep, and onboard clients with clear expectations from day one. Now part of the Sage ecosystem, it integrates deeply with accounting tools like Xero and QuickBooks.
Pros & Cons
Pros
- Purpose-built for accountants — understands the nuances of accounting service pricing
- Standardized pricing engine eliminates inconsistencies and prevents scope creep
- Automated engagement letters reduce compliance risk and manual work
- AppsMap feature visually showcases your tech stack to impress clients
- Part of the Sage ecosystem with strong accounting software integrations
- 30-day free trial lets firms test before committing
Cons
- Only useful for accounting and bookkeeping firms — not a general proposal tool
- Starting price of $75/month is steep for solo practitioners
- Limited template customization compared to general-purpose proposal tools
- Fewer integrations outside the accounting ecosystem
- Some users report a learning curve with the pricing engine setup
Key Features
Standardized Pricing Engine
Build custom pricing models with dynamic fee calculations that adjust in real-time based on scope and complexity
Professional Proposals
Generate branded proposals that present service value clearly and are ready for client review and signature
Automated Engagement Letters
Auto-generate compliant engagement letters tied to proposal scope to reduce risk and set clear expectations
AppsMap
Visual tool that shows clients how recommended apps fit together and how data flows between them
E-Signature Integration
Secure digital signatures built into the proposal workflow for fast client sign-off
Accounting Integrations
Direct integrations with Xero, QuickBooks, and GoCardless for seamless billing after proposal acceptance
Scope Creep Prevention
Defined service packages with clear boundaries help prevent unbilled work and scope expansion
AML & KYC Add-ons
OverSuite and AML compliance features handle regulatory requirements as part of the onboarding process
Pricing
- 1 user
- Pricing engine
- Proposal generation
- Engagement letters
- E-signatures
- 30-day free trial
- Multiple users
- All Starter features
- AppsMap
- Advanced pricing models
- Accounting integrations
- Priority support
- All Professional features
- AML compliance add-on
- Custom branding
- Advanced reporting
- All Premium features
- Unlimited users
- Dedicated account manager
- Custom onboarding
Best For
Accounting Firm Pricing Standardization
Create consistent pricing across your firm so every partner and manager quotes the same rates for the same services
New Client Onboarding
Combine proposal, engagement letter, and payment setup into a single automated workflow for new clients
Scope Creep Prevention
Define clear service packages with boundaries so clients and staff understand exactly what's included
Practice Growth
Use data-driven pricing insights to identify underpriced services and optimize your firm's revenue per client
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Featured In
Best Proposal & Client Onboarding Software for Accountants & Consultants (2026)
Best for accounting firms that want to standardize pricing across their team and prevent scope creep with data-driven fee calculations and automated engagement letters.
Best Proposal & Pricing Automation Tools for Accounting Firms (2026)
Best for multi-partner firms where inconsistent pricing across team members is the primary revenue problem — especially practices that need KYC/AML compliance built into the proposal workflow.
7 Best Proposal & CPQ Software for Professional Services Firms (2026)
Best for accounting firms that want bulletproof, standardized fixed-price quoting.