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Unified Accounting Practice Management and Proposal Software

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G2 Rating

4.9

Trusted by thousands of Accountants and Bookkeepers

Cone'trol your Costs,
Cone'quer your Practice!

27% more revenue

with impressive and automated proposals

50% increase in productivity

Saves 20 hrs a week per employee with automation

40+ hrs saved /month

on invoicing, payments and reconciliation

> 10k$ saved per year

for 20 member-team on software purchases

Project management

Workflows optimised for accountants & bookkeepers

Managing projects, clients and your team is a breeze with an easy-to-use accounting practice management software. Simplify workflows and automate your projects and tasks so you can focus on what matters most.

Project Management

Streamline your project and task workflows with single or bulk project creation. Use templates to auto-generate tasks, set deadlines, trigger reminders and more.

Templates

Simplify project creation with customizable templates tailored to your workflows. Streamline task management with assignable tasks, client requests, follow-up reminders, and more.

Automation

No more manually changing statuses or updating tasks. Automation can handle it all for you, allowing you to focus on more important things.

Client Requests

Collect documents, e-signatures, and forms at scale with bulk client requests - and bring order to the chaos.

Time tracking

Simplify project creation with customizable templates tailored to your workflows. Streamline task management with assignable tasks, client requests, follow-up reminders, and more.

Document Management

Store and access client files right within your workflows. Automatically sync with Google Drive, SharePoint, or OneDrive.

Client engagement

No separate Proposal Software

Crafting and sending stunning web proposals and contracts takes < 10 seconds. Save time and close deals faster.

Proposal Editor

Create creative and compelling, branded proposals that truly resonate with clients. Move, edit, or delete sections(like About us, Testimonials, etc.) and customize the proposals.

Quotes

Create detailed quotes effortlessly. Increase profitability with clear and consistent pricing and terms, accelerating the path to closing deals.

Pricing Packages

Offer multiple pricing packages/options - like Bronze, Silver, Gold to guide clients toward higher-value choices.

Sales Pipeline

Never miss acting on a lead. Prioritize, qualify, create proposals, and close more deals. Streamline the entire sales lifecycle from lead generation to payment.

Contracts

Ensure clarity and legal compliance with customizable engagement letters or bring your own templates. Outline terms and expectations to kickstart engagement.

E-sign

Embrace efficiency with electronic signatures - with support for multiple signers. Expedite approvals and close deals faster.

Renewals

Renew expiring proposals now with a click. No more missed revenue due to manual renewals.

Billing

Billing and payments on auto-pilot

Get paid faster. Automate billing and payments with proposals, save up to 40+ hrs a month.

Billing

Manage all of your client billing in a unified accounting practice management software. Save 40+ hours/month.

Billing Schedule

Get full visibility into upcoming billing for each client - and make changes with ease when needed.

Payments

Supports multiple payment methods like direct debit, credit or debit cards. Charge payment on file automatically and eliminate hassles with collections.

Surcharge fee

Easily enable surcharge fees to pass transaction fees directly to clients. Available only in US, Canada and Australia.

Auto-invoicing

Create invoices automatically from proposals. No more manual work.

Auto-charging

Charge your clients automatically with payment information on file.

Auto-sync

Sync invoices to your favorite accounting software automatically and save time.

Client engagement

Client Portal that leaves a lasting impression

Enjoy a centralized hub for seamless client management with powerful accounting practice management software. Clients can chat, make payments, upload files, submit forms, and sign contracts - all in one place.

Client Tasks

Organize and prioritize client tasks with ease, ensuring your projects stay on track.

Passwordless logins

Secure and convenient passwordless login for your clients so that it’s easier to collaborate.

Chat

Stay connected and collaborate seamlessly with our chat feature, making communication a breeze.

Integrated Email

Tame your email, collaborate better

Harness the power of streamlined email management to boost productivity and collaborate better. Organize your inbox effectively, reduce clutter and focus on what matters most.

Streamline Collaboration

Foster seamless teamwork by sharing emails, tasks, and messages with your colleagues, ensuring everyone stays on the same page.

Assign Emails

Delegate incoming emails to the right team member instantly, ensuring prompt responses and efficient resolution of client queries.

Create Tasks

Convert emails into actionable tasks, empowering you to stay organized and prioritize your workload effectively.

Organize messages

Keep client communications neatly organized by grouping emails and messages based on client relationships, facilitating quick access and reference when needed.

Why choose Cone Accounting Practice Management Software over others?

No separate Proposal Software

Send proposals from the same platform where you manage your projects. No more brittle integrations.

Includes automations, email, billing

Manage everything you need in one place, for less.

White-glove support, free migration

We'll help you move from your old system to ours, for free.

Fraction of the cost of other alternatives

Save up to 90% on software costs.

Client portal

One place for clients to chat, upload files, submit forms, and sign documents - seamlessly.

Automated billing and payments

Auto-invoice and auto-charge clients without lifting a finger.

Data

Integrations

Seamlessly integrate with your existing tools

Switch to Cone and get going in 1-2-3

Connect your software

Sync Cone with your accounting software e.g. Xero/QBO or via CSV and import clients - get everything in one place, fast.

Templates

Access a variety of proposal and project templates and get going.

Free migration support

Transition data from your existing system to Cone using our free white-glove support.

Security

We take data privacy and security seriously.

We understand that protecting your data is crucial for the success of your business, which is why we have implemented various measures to ensure the security of your data.

Run your accounting practice in a single platform

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