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GoProposal

Client Communication

Accountant-specific proposal and pricing software that standardises your fee conversations.

Overview

GoProposal (now part of Sage) is built specifically for accountants and bookkeepers. Unlike Ignition, which handles proposals, engagement letters, and payment collection, GoProposal focuses primarily on pricing and proposals with deep understanding of accounting service packaging.

The standout feature is the pricing database. GoProposal comes with pre-built pricing templates for common accounting services (bookkeeping, year-end accounts, tax returns, payroll) that you can customise. This helps partners and managers price consistently, reducing the gap between what different people in the firm would quote for the same work.

The integration with Sage products is strong, and the Xero integration works well too. The focus on accountant-specific workflows means the proposal templates and service descriptions are ready to use out of the box.

Best for

Firms wanting to standardise pricing and proposals specifically for accounting services

Key Features

Pre-built pricing database for accounting services
Proposal generation with customisable templates
Digital engagement letter signing
Service packaging with upsell prompts
Pricing consistency across the firm
Client-facing proposal portal
Integration with Sage and Xero
Reporting on proposal win rates and average fees

Pros & Cons

What We Like

  • Purpose-built for accountants understands accounting service pricing
  • Pre-built pricing templates save significant setup time
  • Helps standardise fees across the firm
  • Good for training junior staff on pricing

Watch Out For

  • Less comprehensive than Ignition (no payment collection)
  • Sage ownership may limit future integrations
  • Smaller ecosystem than Ignition
  • Reporting could be more detailed

Pricing

Contact GoProposal for current pricing. Typically per-user monthly subscription.

Key Integrations

SageXeroQuickBooks Online

Our Verdict

GoProposal is a solid choice if your main goal is standardising pricing across your firm. The pre-built accounting pricing templates are genuinely useful. However, if you also want automatic payment collection and a broader integration ecosystem, Ignition offers more.

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GoProposal Review for Accounting Firms | NerdNumbers | NerdNumbers