Grow tax practice, save time & stay compliant
Best Tax Proposal Software For Enrolled Agent
Win new clients faster with Fresh Proposals for tax professionals
200 %
Jump in Conversion Rate
40 %
Increase in Revenue
No more wasting time or struggles with files
If you’re operating a growing tax service firm, you know that there are hardly enough hours in the day, especially during the tax season.
As an enrolled agent or a tax professional, you already have truckload of files, numbers floating around.
Changing client names, current year, correcting typo errors is such a waste of time. If you have 100+ clients, you have already lost a week just for renewal.
Fresh Proposals helps you
Save time with insanely effortless process
If you’re operating a growing tax service firm, you know that there are hardly enough hours in the day, especially during the tax season.
- Once you start using templates along with variables, you can cut down the time to create & send tax proposals, engagement letters by 80%.
- What used to take entire week, you can get it done in a day or two. Plus lot of automation to streamline your business process.
Sigh! Account receivables is always an issue
Performing activities like tax preparation, filing return, etc; is a demanding activity. It needs experience as well as knowledge of evolving complex tax rules & regulations.
Getting paid for activities performed as a professional should not be a big deal. But it is such a pain that most EAs and tax professionals have to follow up with their clients to get paid.
Technically you can advise other businesses about their account receivables but when it comes to you own practice, it is just frustrating to see same story repeating for you: Piling up account receivable.
Fresh Proposals helps you
Get paid on time and start receiving advances
We would like you to create and just send the proposal and we do the heavy lifting to follow up till the proposal get signed and advance is paid.
- Specify the % of advance amount to be collected when client signs your proposal
- Clients will be prompted to pay upon signing your proposal. If unpaid, they are sent automatic reminder, notification to pay advances
- Feeling confident of your service? You can ask your clients pay advances before signing the proposal i.e. before engagement can kick-off.
Chaotic Sales Process, Inconsistent On-boarding
In your team, if each team member brings its own flavor to proposals, engagement letters they create using Word, Google Doc files; eventually clients receive inconsistent sales documents, contracts. These documents are also lesser branded or lack branding completely.
Do you send quote first or proposal first? Do you even send engagement letter that includes eSignature? What is your process to convert a new prospect? What is your process to renew engagement with an existing client?
If you are unable to track the lifecycle of a prospective client, you are likely call it a loss of the business. Ultimately, what gets measured, gets done.
Fresh Proposals helps you
Bring consistency, predictability in new client onboarding, renewal
With the set customized, ready-to-templates, all accessible from a central online platform, you can ensure sales documents are consistently branded. You will be able to track the state of proposals sent to prospects, existing clients as well.
- Use logo, consistently designed tax service templates that team can use
- Use branded URL so that client will see proposals consistent with your brand
- Use branded emails and your clients will see your company as a PRO
- Track all proposals, engagement letters, quotes sent to your clients
Pricing fear, Worrying scope creep
While the tax service you provide can not be treated as one solution for every other customers. Each individual (person or company) has are so many variables in their earning pattern, spending pattern, investment patterns, it can be hardly sold as one ultimate solution for all. One tax service solution is also a challenge because it leads to scope creep that you can’t control.
It is also another reason, why most CPAs, tax professionals are still charging their clients per hour basis. Not only this is confusing to your clients (they don’t know how much they will have to pay), you also present yourself as a commoditized service provider. After all, per hour rate from tax professionals can be compared.
But that takes away your expertise, experience, your skills. You can’t differentiate your offer.
Fresh Proposals helps you
Price confidently and stay compliant with engagement letters
No sane client will ever pay premium for commodity. Clients pay premium for specialized services, unique experiences, faster delivery, skilled & experienced professional. You can move away from cost pricing to value pricing and establish a place for your firm.
- Productize service, distinguish your offer as premier service using tiered pricing
- Gain trust and confidence in your service with Interactive pricing for clients
- Set client-engagement process with clearly specified terms of engagement, use eSignature to speed up client onboarding
- Impress clients with your digital yet highly professional approach
Features to help you succeed
Fast and Professional Document
Ready to use template, 100% customizable.
Send proposals, quotes, contracts, engagement letters, disengagement letters, etc using single online platform.
Customize proposal with dynamic fields
Instant and accurate.
Productize service with pricing tiers
Turn intangible service into tangible product offers. Move from cost-pricing to value-pricing. Make it easier for clients to select your offer
One or more recipient with signatures
More than one client to sign the document, no problem. Just get them
Customize proposal with dynamic fields
Instant and accurate.
The New, Better Experience
FOR Your Client
- Custom branded, professionally looking proposals
- Higher trust with transparency as clients can
- Review and agree on services, solutions
- Check pricing, select desired tiered pricing package
- Electronically sign the proposal
- Collaborate with you, add comments, see changes online
- Make payment online, using same proposal platform
Overall, a seamless, professional on-boarding experience
You/ tax firm
- Send high conversion copy by focusing on proposal content
- Get actionable insights, intelligently read prospects’ intents
- Faster turn around to prospect’s queries, questions, comments
- Collect client details using input forms
- Use of e-signature for quick onboarding & kick-off projects
- Smart, automated follow up to bring back prospects
- Track to real picture of all your sales proposals at one place
- Avoid embarrassment, stop sending erroneous contextual data
Overall, a productive, high-visibility, growth-driven experience
Convert prospect, every time
Sales is all about how well you understand prospects and seize the moment when it has the ultimate impact. Use Fresh Proposals to stay with your prospect and close the deal faster
Tax Service Client Onboarding Documents
Choose from Range of tax engagement letter templates
- Tax engagement letter for individual (for 1040)
- Tax engagement letter for Partnership, LLC (for 1065)
- Tax engagement letter for Trust, Estate (for 1041)
- Tax engagement letter for Corporations (for 1120)
Customize and prepare template for
- Tax Preparation Proposal
- Taxation Service Quote
- Tax Return Agreement
- Tax Service Disengagement Letter
Tax engagement letters templates available for
- Australia
- Canada
- United Kingdom
- United States
Onboarding Documents for Accounting Clients
Accounting services like
- Bookkeeping Service
- Accounting, Financial Statements
- Tax Return Service
- Payroll
- Audit Service
- CFO Services
Documents types for accounting firm
- Engagement Letters
- Sales Proposals
- Quotation
- Renewal Contract
- Agreements
- Disengagement Letters
Without Freshproposals
With Freshproposals
Common Challenges Accounting Firms/ Accountants Face While Trying To Write A Proposal
1. WHERE DID THAT _____ GO?
It is stressful for you to keep a tab on the content during the proposal writing process. Oftentimes your team members are left asking “Where did that____go?”. Because even the most up to date content can be overlooked if not updated regularly.
2. OVERUSE OF CONTENT FROM SUBJECT MATTER EXPERTS
You are not always prepared when your client asks for the proposal along with all the details. So end up copying and pasting most of the content from subject matter experts (SMEs) and this creates inconsistency throughout the proposal. When the proposal lacks consistency, it reads like it was written with multiple patchwork.
3. KEEPING EVERYONE ON THE SAME PAGE
It’s frustrating for your team as they never get all the updates on the latest client developments. And this maximises legal risks and errors as there is no centralized place for all the meeting notes, emails, reports, statements etc.
4. EDUCATING CLIENTS WHO AREN’T ACCOUNTANTS
Finding ways to present complex financial services in simple formats is a major challenge for any accountant or accounting firms.
5. EDITING, EDITING, EDITING
This is an unavoidable challenge if you are writing each proposal from scratch. Almost every member of the proposal team acts as editors at some stage in this process.
Why Accounting Firms Should Use Proposal Software?
Industry Specific Accounting Template: Accounting firms can get access to industry specific accounting proposal template such as real-estate, restaurants, insurance, healthcare, law firms, banking etc.
Speed and Efficiency: Sales teams can create winning accounting proposals quickly and efficiently by storing, managing and controlling all proposal content in one place, making it easy to search and retrieve.
Increase Prospecting: Sales team will produce more leads in the sales funnel- this is because they will be assured that the new approach with proposal software means better and quicker development of the proposals.
Understand Prospects: It will provide you insightful metrics that can help sales teams understand what runs in the client’s mind. Are they staying on the specific section of the proposal? Have they noticed our finance and accounting services? Such metrics can help your sales team reach out to the client in a timely manner.
Try Fresh Proposals: Best Accounting Proposal Software
Outsmart Your Competitors and Close More Deals Over Accounting Proposal
Send Proposals Instantly
Use professionally designed Accounting Proposal Template. Business proposal templates are 100% customizable. With proposal template in hand, you can send proposal to new prospect in a matter of minutes.
Send it & Forget till You Get Advance
Really. That’s the kind of sales automation we would like you to have. Once you send a proposal to client, Fresh Proposals will do smart follow up for prospect to accept & sign your proposal.
Be Proactive & Close Deals Faster
All right, sometimes you want to be more proactive and take the wheel. Absolutely, why not. Looking at the insights of how prospect has engaged with your proposal, you can seize the opportune moment and offer the best deal.
Make Your Client Feel “I Got This”
Use interactive quotation to present the pricing options. Since client can choose right options, change quantity by himself, s/he feels s/he is in control of the pricing, say “I got this”.
Go Online, Feel The Peace of Mind
As you send proposal online, client can view and choose desired pricing options. Save everyone from the hassle of signing proposals physically, as client can accept and signatories can sign the proposal online. Proposals signed online are legally binding. You have a PEACE of mind.
Stay On Top Of Your Sales Proposals
With so many proposals sent to multiple clients, it can get chaotic. Don’t worry. Single dashboard in Fresh Proposals enable you to track status of all proposals at once. You can predict your revenue better, plan/work better as you know those proposals, who’ve accepted, whom to follow, where to stop, etc.
Outsmart Your Competition, Always
While converting a sales deal, every small details count. With professionally designed proposal templates, interactive proposals, seamless collaboration/review, online signature, smart follow up coupled with proposal insights will give you edge over your competitors, always.
Accounting Templates
Accounting Engagement Letters
Accounting Contracts
Accounting Quotes
Advantages of Proposal Software
Welcome to Pro League: More Acceptance Rate
Create proposals using Fresh Proposals to impress prospects with your convincing offer. Better collaboration, content curation, quick responses will make your client to close the deal with you.
No More Manual, Labour Activities
Save time Using Templates, Content Library: Get your proposal in front of your prospects quickly so that you can grab the next project. Pick this ready to use polished proposal template, customize it, use finest content from content library. It is way faster than before.
Leverage Insights to Prospect's Engagement
No more case of a dormant proposals. Know when and how prospect engaged with your proposal. Sales team can use these insights to connect/ re-connect with your prospect improving closure rate
No More Final Proposal V21.Docx
Seriously, how many documents and emails keep floating around. And reviewing changes, approval just get chaotic. Use simple online Fresh and everyone will refer to same proposal
Say Cheese: Online Proposal, Quote, Sign & Acceptance
Online proposal design is only limited by your imagination. The ability for your clients to view & update quote (depends how you’d like to limit it) is innovative, acceptance with online signature is a cool thing (and legally valid as well).
It Is Secure, Available, Reliable (and Exportable)
Fresh Proposals software is online, hosted in cloud. It is secure like online banking transaction, remain available at all locations, 99% of the time. What’s more, you can also save proposals as PDF files.
USE FRESH PROPOSALS TOOL AND INCREASE YOUR SALES
Send Professionally Designed Proposals to Win Clients
100 % Customizable Template
Though this template is professionally designed, it is 100 % customizable. You can modify its design, fonts, images as well as content as you would like.
Show Your Best Work
Include your portfolio of photoshoots, images as well as videos in your proposal. Let your prospect/ client experience your capabilities, skills better
Interactive Quote
One time fees or recurring / hourly pricing; no worry. Simply include your fees item and let your prospect change quantity or select option things.
Drag-n-Drop Content Editor
You have lot more flexibility and superior control how your proposal is going to look like. You can drag-drop desired content using online editor.
Track Prospect Insights
Know exactly how your prospective client is interactive with your proposals. Use these insights to smartly convert your prospects into customers.
Online Signature, Acceptance
Be that forward looking vendor who uses cutting edge tools and technologies. You will be sending proposal that your clients can sign online.
TRY FRESHPROPOSALS NOW