February 13, 2024
10 min read

8 Best Proposal Software for Accountants in 2024

Explore the benefits and features of different proposal software for accountants. Evaluate the selection criteria and compare the top 8 accounting proposal software options.
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Key Takeaways:

  • In this article, we cover the benefits of a proposal software for accountants and how it helps accountants in their client engagement process.
  • It covers the best 8 alternatives for proposal software. Key factors to keep in mind is to pick a proposal software which is purpose-built for accountants and is cost-effective.
  • How Cone stands out as one of the best alternatives for proposal software for accountants? Cone helps with automating engagement letters, impress clients, collecting payment information upfront, automated invoicing and billing all in a single platform. Priced at 10$ per user/month.

Accountants are in high demand, but so are client expectations for efficiency, accuracy, and satisfaction. Consequently, streamlined processes and automated solutions, such as proposal software for accountants, are needed due to this increase in demand.

In every accounting firm, each new client interaction starts with a proposal. With the success rate of good proposals being 44% in the years 2022 and 2023, accountants are seeking the best accounting proposal software options to stay ahead of the curve and excel in their field. The best and worst software can be a crucial difference that makes or breaks an accounting firm.

As accountants continually seek tools to reduce manual work, streamline workflows, manage time effectively, and grow their business, accounting proposal software emerges as a versatile solution addressing these needs. According to a 2022 survey by Financialcents, 58% of accountants and bookkeepers identified spending time on manual work as their primary challenge.

So in this article, let us delve into the top proposal software for accountants to boost productivity, revenue, and client satisfaction.

What is Accounting Proposal Software?

Accounting Proposal software is a specialized tool for streamlining the management and tracking of accounting proposals and documents. It helps businesses and professionals generate professional-looking proposals quickly and efficiently. With features like templates, collaboration tools, e-signatures, and handy analytics, it takes the hassle out of the proposal process for accountants.

 In a nutshell, it helps accountants create professional and persuasive proposals faster, increasing the chances of sealing the deal and ultimately increasing the chances of winning contracts and deals.

Benefits of Proposal Software for Accountants 

Accountants, like professionals in many other industries, can benefit from using proposal software. These are the top 5 reasons why accountants need proposal software. 

  1. Time savings: Proposal software streamlines the proposal creation process. Accountants can use templates, pre-designed layouts, and standardized content to quickly generate accounting proposals. This saves them valuable time, allowing them to focus on other critical tasks.
  2. Consistency and Professionalism: Proposal software for accountants ensures that all proposals maintain a consistent format and branding. This helps accountants present a professional image to clients, enhancing their credibility and trustworthiness.
  3. Personalization: While accounting proposal software offers standardized templates, it also allows accountants to customize proposals to meet the specific needs of each client. This personalization can help accountants demonstrate that they understand their client's unique financial situations and requirements.
  4. Invoicing and Billing: Ideally, proposal software for accountants should also automate the invoicing and billing process. This ensures invoices are never missed and you are on top of your cash flow and receivables. 
  5. Organization and Efficiency: Proposal software for accountants often includes document management features, making it easier to organize and store proposal-related files. This can help accountants stay organized and locate previous proposals when needed.

Examples of Accounting Proposal Templates

Explore our range of Accounting Proposal Templates designed to streamline your business processes and impress potential clients. Take a look at some examples:

1. Bookkeeping contract template: Our free bookkeeping contract template acts as a legally binding agreement that outlines the terms, conditions, and scope of service. This document serves to safeguard the interests of both bookkeeper and the client.

2. Accounting services proposal: This Accounting Services Proposal Template includes the mentioned services to help you showcase your expertise: CFO services, payroll and bookkeeping.

3. CFO services proposal: This CFO Services Proposal Template includes the mentioned services to help you showcase your expertise: Financial Strategy, Financial planning and analysis, Risk management and mitigation strategies, Cash flow management and oversight of financial reporting. 

Top Criteria to Consider When Selecting Proposal Software for Accountants

Selecting the right accounting proposal software is crucial for effectively creating, managing, and winning accounting proposals. When evaluating the proposal software for accountants, evaluate these factors:

  • Ease of Use: Is the software easy to use and navigate? Does it have an intuitive interface that minimizes the learning curve for your team?
  • Engagement letters: Are you able to add engagement letters for accounting? Does the accounting proposal software have engagement letters as part of the software?
  • E-signatures: Are e-Signatures in-built?
  • Accounting Proposal Templates: Can you create and customize proposal templates to match your branding and client needs? Is it easy to add and edit content to tailor proposals for each client? Explore a sample bookkeeping contract here.
  • Automated Invoicing: Can it create invoices automatically when the proposal is accepted?
  • Payments / Billing: Does accounting proposal software integrate with payment gateways or processors like Stripe or Gocardless to collect money easily?
  • Renewals: Is the proposal software for accountants in consideration automatically renew engagements?
  • Engagement metrics: Can the software generate reports and analytics to track the success and effectiveness of your proposals?
  • Accounting integrations: Does the proposal software for accountants in consideration integrate with your favorite accounting softwares like QBO, Xero?
  • Security: Does the software offer robust security measures to protect sensitive client data and proposals?
  • Cost: What is the cost of accounting proposal software in question? Does it offer the right ROI?

If you answer “Yes” to most of these questions, then that accounting proposal software is something worth considering. 

Top 8 Proposal Software for Accountants

Cone

Cone Proposal-to-Payment is the ultimate solution for accountants seeking a comprehensive and efficient platform to streamline their proposal, invoicing, and payment processes. With its impressive features and user-friendly interface, Cone offers accountants a range of benefits that make it the best proposal software for their profession. One of the standout features of Cone is its flexible proposal editor, allowing accountants to create stunning proposals tailored to their client's needs. The extensive library of premium proposal and engagement letter templates provides a solid foundation, while the fully customizable options ensure that every proposal reflects your unique style and brand. Also, it allows you to streamline your sales pipelie in the same plaform.

With Cone, accountants can send customized proposals in under 10 seconds, saving valuable time while impressing clients with their professionalism. With its features designed to save time, boost revenue, and enhance professionalism, Cone empowers accountants to focus on their core services while leaving the administrative burdens like invoicing and payments collection to automation. Whether you are a solo accountant or a small to medium firm or a large firm, Cone is the best accounting proposal software choice to optimize your proposals, invoicing, and payment processes, ensuring your success in the field.

Distinctive Features:

  • CRM and sales pipeline management.
  • Flexible editor to build proposals to meet any needs.
  • Engagement letters.
  • Automated Invoicing eliminates the risk of missing invoices.
  • Seamless payment experience with extensive payment options, including direct debits, credit and debit cards, and ACH payment methods.
  • Robust billing software.
  • Automated renewal processes.
  • Integrations with accounting software like Xero, QBO and Zoho Books.

Price: Free tier which serves the needs of small to medium accounting firms. Sign up now.

QWilr

The Qwilr proposal tool makes it easy for accountants to create visually appealing, interactive, and up-to-date proposals that increase client engagement. This is crucial for creating a positive first impression with clients. Its features, such as e-signatures, analytics, and customization options, make it an ideal choice for accountants looking to stand out in their industry and offer an exceptional client experience.

Distinctive features: 

  • Real-Time Updates.
  • Detailed analytics, offering insights into how clients engage with the proposal.
  • Secure Sharing.
  • Salesforce integration.
  • Page Analytics.

Price: For unlimited projects and access to premium features, users can subscribe to Qwilr Business- $35/month or Enterprise - $59/month.

Proposify

Known for its ability to streamline the creation and management of proposal documents, Proposify is a well-known cloud-based proposal software that helps businesses close deals more quickly. While its primary focus caters to traditional sales teams, it's crucial to note that Proposify's extensive feature set holds significant value for accounting firms as well. However, it's important to note that Proposify, while offering a wealth of benefits, may not be the most budget-friendly option, which might present challenges for smaller accounting businesses.

Distinctive features:

  • Extensive client-specific proposals
  • Various content management tools
  • Store approved content in one easy-to-access location
  • Approval workflows
  • Built-in E-Signatures

Price: Starting at $49 per month per user

GoProposal

GoProposal is a proposal software that offers collaborative fee agreements and variable scope management, enabling accountants to work closely with clients to determine appropriate fees and adapt to changing scopes.

With a keen focus on this sector, GoProposal offers unique features that set it apart, making it an ideal choice for accountants. 

Distinctive features:

  • Creation of Powerful persuasive Proposals
  • Availability of Letters of Engagement feature
  • Full Branding Suite
  • Powerful Integrations with accounting platforms like Xero

Price: Starting at £60 i.e. approximately $76.85 US/month for up to 5 proposals.

PandaDoc

Crafting proposals and documents couldn't be simpler with PandaDoc's user-friendly interface. You can effortlessly customize documents, allowing you to tailor each document to your specific requirements.  PandaDoc includes built-in e-signature capabilities, making it a breeze to finalize agreements and contracts with clients or partners. These templates cover a wide range of business needs, saving you the time and effort of starting from scratch. 

Distinctive Features: 

  • Offers over 750 templates.
  • Rich media Drag-and-drop functionality.
  • Real-time approvals, comments, and version-tracking functionality.
  • CRM integration.
  • Seamless document creation, management, and online signing.

Price: 

  • Essentials- $19 per month
  • Business - $49 per month

HoneyBook

HoneyBook is often referred to as a company's ultimate control center, allowing users to manage every aspect of client relationships from the initial contact through payment. Its multifaceted features encompass invoicing, contract management, process automation, and seamless client onboarding. While HoneyBook is renowned for its versatility, it also extends its capabilities to proposal management, providing accounting professionals with a unique and efficient tool. 

Distinctive features:

  • All-In-One Proposals approach by combining invoices, contracts, and payment options within a single proposal file. 
  • Ready-Made Proposal Templates.
  • An innovative software aiming to minimize the administrative hurdles.

Price: 

  • Starter - $8/month
  • Essentials - $16/month
  • Premium - $33/month

FreshBooks

With over 30 million users, FreshBooks is a popular accounting and invoicing platform renowned for its reputation for being comprehensive and easy to use. This versatile platform encompasses a wide array of accounting functions, from expense tracking to payment management, time tracking, and robust reporting capabilities. In addition to these accounting essentials, FreshBooks also offers a proposal functionality that aligns perfectly with the needs of accountants. FreshBooks emerges as a solid choice for accountants who desire an all-in-one solution that covers not only bookkeeping and invoicing but also seamlessly integrates proposal management into their accounting ecosystem

Distinctive features:

  • Custom Proposals complete with images and attachments. 
  • Direct client engagement by allowing prospects to comment on proposals within the application.
  • An all-in-one software from invoicing to accounting.
  • Online approvals and e-signatures for proposals.

Price: Starting at $4.25 per month for up to five clients, with three higher pricing tiers($13.25 per month)

Bidsketch 

With its commitment to simplicity, usability, and cost-effectiveness, Bidsketch stands out as a Cloud-Based Solution for dedicated proposal management. For accountants, Bidsketch means spending less time on document creation and more time on client interactions.

Distinctive features:

  • E-Signature Integration.
  • Flexible Branding matching an accountant's firm identity.
  • Full Analytics and Integrations with tools like Salesforce, Zapier.

Price: Plans start at $29/month

Why Cone Stands out as "the" choice for Proposal Software for Accountants?

1. Flexible Proposal Editor

Cone provides a flexible drag & drop editor, enabling accountants to create impressive, customized proposals tailored to their client's unique needs. The extensive library of premium templates provides a solid foundation, ensuring every proposal reflects your unique style and brand.

2. Invoicing and Billing

With Cone, sending customized proposals is a breeze, taking less than 10 seconds. It's a time-saving machine that not only manages proposals - but also invoicing and billing in the same platform, allowing accountants to focus on core work  while leaving administrative burdens to automation.

3. In-built CRM

From CRM and sales pipeline management to automated invoicing and extensive payment options, Cone is the perfect proposal software for accountants. The platform integrates seamlessly with accounting software as well.

4. Free Tier for Small to Medium Firms

Cone understands the diverse needs of accounting firms. That's why it offers a free tier, catering perfectly to the requirements of small to medium-sized firms making it the best accounting proposal software.

Get Ahead with Cone Today:

Elevate your accounting practice with Cone's free proposal-to-payment software. Say goodbye to the complexities of proposal creation and embrace a streamlined, efficient, and professional approach. Whether you're an independent accountant or part of a larger firm, Cone is the bes choice for Accounting Proposal Software.

Don't Settle for Ordinary – Choose Cone for Extraordinary Proposals!

Sign up for Cone's free proposal-to-payment software now. Experience the future of accounting – efficient, seamless, and client-focused.