Professional Proposal and Pricing Software Built for Accounting and Bookkeeping Practices
BrightPropose is professional proposal, pricing, and engagement letter software designed for UK- and Ireland-based accounting and bookkeeping practices that want to create professional client proposals, price services accurately, and onboard new clients confidently.
It helps firms create clear, compliant proposals and letters of engagement quickly, while ensuring that pricing reflects the true value of the work being delivered.
By standardising proposals and linking them to onboarding workflows, BrightPropose supports more profitable growth without added admin.
What Is BrightPropose?
BrightPropose is a cloud-based proposal and pricing platform built specifically for professional accounting and bookkeeping practices.
It enables practices to create, customise, and send proposals and letters of engagement that include accurate pricing, clear scope definitions, and structured acceptance workflows. Once accepted, proposals flow directly into client onboarding, reducing duplication and delays.
BrightPropose is designed to support consistent pricing, compliant engagement documentation, and more efficient client onboarding from the very first interaction.
Who BrightPropose Is For
BrightPropose is built for practices that want to:
- Price services consistently and profitably
- Avoid under-quoting or scope creep
- Standardise proposals and letters of engagement
- Improve client onboarding efficiency
It is particularly valuable for firms quoting for MTD services, managing multiple service lines, fixed-fee pricing models, or growing client volumes.
Proposal Features Designed to Save Time and Improve Pricing Confidence
BrightPropose includes a set of proposal and engagement features designed to help accounting firms present services professionally, price work accurately and move clients smoothly from proposal to onboarding. Each feature focuses on reducing admin time, improving consistency and supporting confident client conversations.
- Custom-Branded Proposals
- Proposal Templates
- Service Pricing
- Fast Editing
- Practice Workflow
- Digital Acceptance
Custom-Branded Client Proposals
BrightPropose allows firms to fully customise proposals, emails and letters of engagement to reflect their branding, tone and identity. This helps create a consistent, professional client experience across every proposal.
Pre-Built Proposal Templates for Accounting Services
Create professional proposals quickly using templates designed specifically for accounting and bookkeeping services. Templates reduce drafting time and ensure proposals are consistent, accurate and ready to send.
Consistent and Scalable Service Pricing
Built-in pricing tools help firms price services accurately and consistently, including variable and recurring work. This reduces the risk of underpricing and supports sustainable, profitable growth.
Fast Proposal Editing and Letter of Engagement Creation
Edit and update proposals quickly without starting from scratch. Letters of engagement can be generated from preloaded templates, helping firms focus more time on billable work and less on administration.
Integrated Proposal-to-Practice Workflow
Client information can be transferred directly into proposals through integration with BrightManager. Once a proposal is accepted, onboarding tasks can be created automatically, reducing manual re-entry and improving workflow efficiency.
Digital Proposal Acceptance and Client Onboarding
Clients can review, approve and sign proposals and letters of engagement digitally using built-in e-signatures. This supports a smooth transition from proposal acceptance to onboarding, with clear visibility of client status at every stage.
Benefits & Outcomes
1. Create professional, branded proposal documents
BrightPropose enables practices to create clear, professional proposal documents that reflect their brand and present services consistently. Customisable templates ensure that every proposal is well-structured, on-brand, and ready for client acceptance.
2. Price your services with confidence
The built-in calculator helps practices price services accurately and consistently, reducing the risk of undercharging and protecting profitability.
3. Save time on proposal creation
Pre-built templates and structured workflows allow proposals and engagement letters to be created and sent in minutes, not hours.
4. Standardise client engagements
Clear, consistent proposals help ensure every client relationship starts with the same level of clarity around scope, fees, and expectations.
5. Improve client onboarding
Accepted proposals flow smoothly into onboarding workflows, reducing duplication and manual handovers between systems.
6. Present a more professional brand
Fully customisable templates ensure proposals reflect your firm’s brand and professionalism at every client touchpoint.
Why Bright?
BrightPropose is part of the wider Bright software portfolio, designed specifically for compliance-driven professional work.
Compared to generic proposal or document tools, BrightPropose offers:
- Pricing tools designed for professional accounting and bookkeeping services, not generic sales teams
- Seamless integration with practice management software
- Consistency across proposals, onboarding, and ongoing client management
- Real human support from teams who understand accounting practices
This matters because strong client relationships begin with clarity, consistency, and confidence; not just a document to sign.
AI that removes the admin, not the accountant?
That’s Bright!
Bright’s approach to AI is governed by four non-negotiable principles.
These principles exist to protect our customers, their professional standing, and Bright itself.
We’re doing AI properly, and we’d love to tell you more.
How BrightPropose Works
BrightPropose supports a simple, structured proposal-to-onboarding process:
- Create a proposal using customisable templates and pricing tools
- Define services, scope, and fees clearly
- Send proposals digitally for client review and acceptance
- Capture client approval securely
- Transition seamlessly into onboarding using BrightManager
The result is a faster, more controlled onboarding process with fewer gaps and misunderstandings.
Bright Product Integrations
BrightPropose integrates with other Bright products to support connected proposal and onboarding workflows where relevant.
BrightPropose &
BrightManager
Once a proposal is accepted in BrightPropose, client details and agreed services can be transferred into BrightManager, allowing onboarding tasks to be created automatically and assigned to the appropriate team members.
FAQs
What is BrightPropose used for?
BrightPropose is used to create professional proposals and letters of engagement with accurate pricing and clear scope definitions.
Does BrightPropose include pricing tools?
Yes. BrightPropose includes a built-in calculator to help practices price services consistently and accurately.
Can proposals be customised to match my firm’s brand?
Yes. BrightPropose allows full customisation of branding, templates, and presentation.
Does BrightPropose integrate with other Bright products?
Yes. BrightPropose integrates with BrightManager to support connected onboarding and practice workflows.
Is BrightPropose suitable for growing practices?
Yes. BrightPropose is designed to support practices of all sizes that want to improve pricing consistency and onboarding efficiency.
BrightPropose Pricing
Packages Tailored to Suit Your Business Needs
Basic
60 proposals per year, upfront
£
616.20
+Vat
Per year
Essentials
240 proposals per year, upfront
£
1,232.40
+Vat
Per year
Advanced
420 proposals per year, upfront
£
1,848.60
+Vat
Per year
Most Popular
Basic
5 proposals per month, upfront
£
51.35
+Vat
Per month
Essentials
20 proposals per month, upfront
£
102.70
+Vat
Per month
Advanced
35 proposals per month, upfront
£
154.05
+Vat
Per month
Most Popular
*Inclusive of a 30-day free trial, no credit card required
