A free live session for accounting and bookkeeping firms

From Quote to Engagement, Without the Friction

Hosted via Zoom, includes live Q&A

See how firms use Proposal Plus to create professional proposals, engagement letters and onboarding journeys in minutes, not hours.

You'll learn how to:

– How to build and reuse proposal templates
– Generating letters of engagement quickly and consistently
– Using pricing tools to reduce manual work and errors
– Creating a smoother onboarding experience for clients

Next session details:

📅 20 January 2026, 1:30pm
⏱️ 45 Mins

💻 Live on Zoom

More dates available, click to view

"Amazing software, finally found a practice management software that ticks every box and keeps us on track with deadlines, jobs, onboarding and billing."

– Rosevale Accountants