Efficiently grow Your cpa practice
Accounting Engagement Letter Software
All in one easy-to-sign online engagement letters platform. Use automated accounting engagement letters to set forth clear expectations in terms of services, pricing, billing frequency, responsibilities and terms.
Be Highly Effective & Be The Winner
Avg time saved per week issuing engagement letters
%
of documents sent are accepted
Quickest time to create & send engagement letter
Client engagement, payment & renewal platform
Engage Accounting Clients, Convert & Get Paid
Benefits
How Fresh Proposals Helps?
You have one job: TAKE CARE OF YOUR CLIENTS
Your clients rely on you as their accounting expert. So help them with your expertise. You should stop wasting hours of time in drafting engagement letters, reminding clients, renewing contracts or collecting payment.
You can focus on delivering your expert service while we help you streamlines your accounting practice by automating client engagement activities.
Less Error, Lesser Admin
Automate Engagement Letters
Have your client engagement letter is prepared in minutes. Save time with the ready to use accounting engagement letter templates. Use of templates, variables make your letter free of errors. Simply review and improvise as needed
Better Financials: Improve Cashflow
Automate Payment Schedule
Collect advance payment while client accept engagement letter. Clients are automatically followed up and reminded to make payment. Set up & collect recurring monthly, quarterly or yearly fees.
Compliance at Ease
Follow AICPA Guideline
Use pre-made engagement letters with scope of accounting services, fee & pay schedule, responsibilities, data management and other policies. You can seek legal opinion and easily customize these templates to ensure compliance with AICPA guidelines
Avoid Mistakes & Fast Closure
Online eSignature
Still relying on tedious pen-paper way of getting your documents signed. Use built-in online signature to get your engagement letter signed swiftly by your clients. Engagement letters signed using Fresh Proposals become legal document.
Ensure Sustainable Growth
Automate Renewal
If you are spending days in renewing your client engagement letters every year; this is a must have feature for you. Your engagement letters are set for renewal automatically. You just need to send & get those signed.
Accounting Engagement Letters Ready in Minutes
The modern solutions to upscale your accounting practice.
Ready to use Premium Templates
Select from a set of standard or subscribe to use premium tax engagement letter templates. Pre-made templates are 100% customizable, includes scope of services, interactive fees, terms of services along with multiple eSignatures. The content also includes placeholder variables.
Kill it with Tiered Value Pricing
Stand out with modern value pricing. Strategize and create multiple tax service offers: tiered pricing packages that enable clients clear value of each tier, compare and self-service to select optional fees.
Select from pre-made tiered pricing templates, use it in your engagement letter, customize your offers, let clients select right one for them. Growth is about identifying right customers, spotting opportunities and grabbing those instantly.
Get Paid as You Streamline Client Onboarding
Use of templates, variables in your engagement letter will not only avoid errors but also automates letter creation. Even signature can be auto-assigned to designated client contact.
Automate your client onboarding, payment and workflow process using templates and integrations. You will be able to do better things than struggling with documents, follow ups.
Set Renewals on Auto-pilot mode
Got 100+ accounting/tax clients and every year you have to renew engagement with them?
Select from your engagement letter templates, set renewal date, advance notification and your renewal documents get scheduled. You simply have to review terms, pricing and send it to your client.
Never miss a single renewal plus save weeks of time every year.
Helping You Grow with Technology
Placeholder Variables
Automate letter generation using online editor that includes placeholder variables.
eSignature
Send, eSign and go. Draw, type or upload signature. Clients can sign it on the go. eSignature makes it legally binding.
Interactive Tiered Pricing
Make an offer that they can’t refuse. Create convincing service pricing packages with monthly/yearly service options
Track Engagement
Get deep insights about how clients are interacting with your engagement letters, gauge interest level
Input Forms
Gather consent, other information from clients right in the engagement letter. No need to send separate email or document
Automated Follow up
Money is in the follow up. Automate follow up to sign the document as well as to pay service fees.
Secure Link
Get deep insights about how clients are interacting with your engagement letters, gauge interest level
Custom Branding
Gather consent, other information from clients right in the engagement letter. No need to send separate email or document
Track Pipeline
Track engagement letters in the pipeline. Know expired, expiring, signed or unpaid engagement letters
Exceptional client experience will help you grow
Lesser time administering, spend more time with your clients
They love FP. We bet, you will too
“I reworked our service offer using packaged pricing and kept sending proposals. All the high-moments I experienced every time I received ‘Client has signed your proposal’ message are unmatched. I had to pause bizdev activities because I realized I have got more clients than I can fulfill now. But that’s alright”
Natasha S
Owner, CPA Firm
“We were doing a lot of proposals (using other tools) which created the delay. (Fresh Proposals gave us) Features like the PDF download and double signatures. All new proposals coming out of Fresh Proposals now. We are very happy with it.”
Krista H
Owner, Director
“My proposals look really professional. The analytics features are just getting better and better, All in all, a great software and a 5 (star) purchase for me.”
Cloudy
Sales VP
Ready to use Fresh Proposals?
Start a risk free 14 days free trial and see for yourself: the effective solution to streamline your accounting practice, improve productivity, better cashflow for stable financials and more