Impress clients

Fully customise your client proposals, emails, and letters of engagement to reflect your firm’s branding, identity and style.

Send proposals quickly

Leverage proposal templates designed for accounting services to create professional-looking proposals in minutes, not hours.

Increase profitability

Consistently and accurately price your services using a built-in calculator that enables you to set fees for variable services, at scale. No more underpricing!

Save time

Customise and edit proposals quickly and easily, allowing you to focus your valuable time on billable activities. Auto-generate engagement letters from proposals in a single click.

Simplified workflow

Automate population of client information from proposals into your practice management software via seamless integration with BrightManager.

Effortless onboarding

Allow clients the ability to digitally and securely sign letters of engagement, ensuring a seamless transition from proposal acceptance to project initiation.