Free CRM for accountants & bookkeepersFree for two months (60-day trial) · no per-user fees
Proposals, engagement letters and pricing for UK accounting firms
Proposal templates, engagement letters, e-signatures and pricing that stops scope creep. Each guide explains the problem, gives a practical step-by-step fix and shows how Remindoo helps — with a 60-day free trial and unlimited users.
Proposal Software for Accountants
Proposal software for accountants lets you build, price and send client proposals from templates rather than starting a Word document from scratch each time. It matters because slow, inconsistent proposals lose winnable clients and create pricing inconsistency across a practice. Remindoo's proposal templates, catalogue and e-signatures fix this, free for 60 days.
Read solutionEngagement Letter Software for UK Accountants
Engagement letter software helps firms send, sign and keep track of letters of engagement so every client relationship has clear, current, signed terms on file. It matters because unsigned or outdated letters leave firms exposed on scope, fees and liability. Remindoo lets you send letters with e-signature and see at a glance which clients are missing one.
Read solutionAccounting Proposal Template That Wins Clients
A strong accounting proposal template states the client's situation, the services included, the price, what's excluded, and how to accept, all in plain language. It matters because vague or overlong proposals lose winnable clients to firms who respond faster and clearer. Remindoo's drag-and-drop templates and catalogue make this repeatable across your firm.
Read solutionHow to Stop Scope Creep in Your Accounting Practice
Scope creep is when a client's requests gradually exceed what was originally agreed and priced, without the fee ever being revisited. It matters because it quietly erodes margin across a whole client base. Remindoo's engagement letters, custom fields and client records help firms define scope clearly and spot when a client has outgrown their original agreement.
Read solutionHow to Reprice Existing Clients
Repricing existing clients means reviewing what each client actually costs to service against what they pay, then raising fees where needed in a structured, well-communicated way. It matters because unrepriced clients quietly become unprofitable as costs rise. Remindoo's catalogue, custom fields and templated communication help firms run repricing consistently.
Read solutionRe-Engaging Existing Clients With Updated Engagement Letters
Updating engagement letters for existing clients means auditing your client base for out-of-date or missing letters and reissuing them to reflect current services and terms. It matters because long-standing clients are often the ones with the weakest paper trail. Remindoo's client records and e-signature tools make reissuing letters to a whole client base manageable.
Read solutionFrom Signed Proposal to Onboarded Client Automatically
Proposal-to-client conversion is the handoff from a signed engagement to an active, onboarded client, ideally without re-entering the same information twice. It matters because delays at this handoff waste the enthusiasm of a newly signed client. Remindoo converts a signed lead into a client record automatically, so onboarding can begin the same day.
Read solutionTracking Proposal Status Across Your Firm
Tracking proposal status means having firm-wide visibility of which proposals are drafted, sent, viewed or signed, rather than each partner keeping their own mental list. It matters because untracked proposals lose winnable clients through poor follow-up. Remindoo's proposal filters give partners and managers a live view of every proposal's stage.
Read solution
Ready to run a calmer practice?
See Remindoo with your own clients, or start free for 60 days with unlimited users.
Why tracking leads and proposals matters
Every enquiry a practice fails to follow up is lost fee income. A clear pipeline shows which prospects need a reply, a proposal or a follow-up.
Faster replies
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Consistent proposals
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
Signed terms from day one
E-signed engagement letters confirm scope and responsibilities before work begins.
No re-keying
Converting a won lead into a client keeps the details you already collected.
Practical tips from UK practice
- Reply to every new enquiry within one working day.
- Use lead statuses that match your real sales stages, and review them weekly.
- Send the engagement letter with the proposal so the client signs once.
- Record why lost leads were lost, to improve pricing and messaging.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
