Accounting technology / Glossary / Proposal software for accountants

What is proposal software for accountants?

Definition

Proposal software for accountants builds a priced proposal from the firm's service list, sends it with the engagement letter for e-signature and collects the client's payment details on acceptance. Once the client signs, recurring invoices and payments run automatically, and some products add AML checks and a pipeline for new enquiries.

Also calledaccounting proposal softwarepricing and proposal tool

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Core tools: Pricing, letters, e-signature, payments
Priced by: User, client count or proposal
Payment details: Collected on acceptance

How proposal software works

The firm sets up its services with fixed, hourly or tiered prices, and a pricing calculator turns a prospect's answers into a quote. The client reviews the proposal online, signs the engagement letter and authorises payments in one step. Ignition collects payment details inside the proposal and starts billing on signature, and lists more than 8,500 service businesses as customers. Anchor charges $5 per payment received, with no subscription fee. Engager starts from £9 a month plus VAT, priced by client count with unlimited users, or £89 a month plus VAT at 250 clients. FigsFlow Onboarding starts at £24 a month billed annually for one person, excluding VAT, and IRIS Elements Proposal Manager from £8.35 per proposal. Karbon opened Engagements to all customers on 6 October 2026, linking each signed agreement to work and billing, and Canopy builds engagements from the firm's price book.

Common questions

What does proposal software for accountants do?+

It prices a client's services from the firm's service list, sends the proposal and engagement letter for signature, and collects card or bank payment details. After signing, it creates recurring invoices and collects payments automatically.

How much does accounting proposal software cost?+

Engager starts from £9 a month plus VAT by client count, FigsFlow Onboarding from £24 a month billed annually, and IRIS Elements Proposal Manager from £8.35 per proposal. Anchor charges $5 per payment received with no subscription.

Does practice management software include proposals?+

Karbon Engagements and Canopy's engagement builder create proposals and engagement letters inside the practice software, and FigsFlow Practice Suite includes proposals at £39 per person a month for the first 10.

Is there a free trial of Ignition?+

Ignition offers a 14-day free trial with no credit card needed, and quotes custom pricing for larger firms with several offices.