Tax Engagement Letter software
Simplify client engagement & supercharge your tax practice
Engage Tax Service Clients, Convert & Get Paid
Be Highly Effective & Be The Winner
%
↑ Increase in Winning Rate
%
↓ Reduction in Drafting Time
%
↓ Lesser time to closure
Automate tax engagement letters
Create & send engagement letters in minutes
Set clear expectations & responsibilities, include tax service pricing packages with monthly/ yearly optional fees, terms of services as well as electronic signatures.
Create, update and send tax engagement letters in a matter of minutes
Tax Returns for Individual (1040), Trust Estate (1041), Partnership (1065)
Company Tax Returns (1120), Tax Planning & Advisory
Improve Cashflow
Get paid on time, Reduce AR
Getting paid on time is tough. Payment conversations are awkward for you and client. Let Fresh Proposals streamline these for you. Clients do not need to switch browser or tabs.
Request advance payment while accepting letters
Get authorization & get paid, set up recurring fee
Let clients select payment options eg Credit Card, ACH, BNPL
Confidently engage & Onboard
Compliance at ease
Once a client signs and accepts your engagement letter, it is automatically converted to an legally binding document so you’re always covered. Fresh Proposals records a details and traces of legally binding e-signatures to help you stay compliant..
Include specifics of tax services, charges
eSigning tax engagement letters is easy; be it on a desktop or a smartphone
Helping Tax firms
Grow Business
Instantly create & send tax engagement letters
Track client engagement, improve conversion rate
Easy for you
Easier for your clients
View engagement letter on mobile. desktop
Get signed copy of engagement letters
Use tax engagement letter templates
Customize, Personalize
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.
Get a head start using industry standard services, terms, customize or upload your own.
sell like it’s 2023
Value Pricing Options
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.
streamline client onboarding
Automate to Save time
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.
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