For accounting firms
Recurring clients, signed before tax season.
Bookkeeping, financial statements and tax returns in one proposal, each fee in its place: your client sees what recurs every month, signs and pays the first month online.
✓ No credit card · ✓ Free plan forever · ✓ Cancel anytime
The challenge
What loses you contracts
One number for everything
Monthly, annual, one-off: lumped together, your fees get compared to the cheapest offer, and the client never sees what they get each month.
The surprise shoebox of receipts
Months of catch-up, a forgotten payroll, one more shareholder: anything not named in the proposal turns into unbilled work.
Proposals written in peak season
New clients call when the firm is swamped: the proposal waits for a free evening, and the client signs elsewhere.
With Propulxia
What changes with Propulxia
Monthly and annual, each in its place
Bookkeeping shows as a monthly fee, statements and returns as one-off amounts: the total tells the client what recurs each month.
The client adjusts what varies
Number of shareholder returns, months of catch-up: your client sets the quantity and the total updates in front of them.
Written in minutes
Describe the business and its needs: AI writes the proposal, the approach and the pricing table, even in the middle of tax season.
Reviewed by a partner before it goes out
An approval workflow has the responsible partner sign off on the fees before the proposal reaches the client.
Template included
Accounting firm: services proposal for a small business
This template is in your account from day one. Open it the way your client will receive it: tick an option, leave a comment, try the signature.
Open the template as your clientRead the full template (in French)
The template is written in French. The generator writes in your language.
- 1The business's situation and the firm's commitments
- 2Approach: onboarding, monthly bookkeeping, year-end, taxes
- 3Included and optional: payroll, slips, shareholders' returns
- 4Engagement type to specify, engagement letter kept separate
- 5Timeline and FAQ: documents to provide, volume, payment
Free generator
Your proposal, no account needed
Describe your client's project or drop their brief: AI writes the full proposal, with approach, timeline and pricing. In a minute, no card.
Frequently asked questions
Does the proposal replace the engagement letter?
No. The proposal sets out your offer and fees; the engagement letter remains a separate document, signed under your professional standards. The template tells your client so.
Can the invoice be created in QuickBooks?
Yes. If you connect QuickBooks to Propulxia, an invoice is created there when the proposal is signed.
Can my client send us their documents?
Once signed, the proposal becomes a project: your client opens it in their portal and exchanges files with you, instead of attachments lost in email.
Other industries
- Insurance brokeragesGroup benefits and commercial insurance: quotes side by side, options ticked by the client, mandate signed online.Discover
- Financial plannersFee-based planning engagements: clear limits, approval before sending, annual review shown apart.Discover
- Real estate brokersListing presentations: a clear plan for the seller, home staging and video as options, reading tracked before the meeting.Discover
- Copywriters and translatorsCopywriting and translation: per-page or per-word rates, quantities adjusted by the client, deposit paid at signature.Discover
- Event agenciesCorporate events: fees and suppliers clearly separated, options ticked by the client, a deposit that confirms the date.Discover
Ready to sign
your next contract?
Describe your project: AI prepares the proposal, you send it today.
Generate my free proposal✓ No credit card · ✓ Free plan forever · ✓ Cancel anytime