Free CRM for accountants & bookkeepersFree for two months (60-day trial) · no per-user fees
Proposals & engagement
Proposal Software for Accountants
Stop rebuilding proposals in Word for every new enquiry
Built by a practising Chartered Accountant · Unlimited users · Free for 60 days
Proposal templates
Drag-and-drop builder for consistent proposals.
- Premier Books Consultancy
- Cranleys Chartered Accountants
- CJM Accountants
- Towpath Accounting Solutions
- Auditax International
- RS
Quick answer
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.
What is proposal software for accountants and why does it matter for UK practices?
Proposal software replaces one-off Word documents with reusable templates, a services catalogue and a way to send and track proposals until they're signed.
Most UK practices still write proposals from scratch in Word, copying an old one and hoping the prices are still current. That works when you take on five clients a year. It breaks down once enquiries pick up, several partners are quoting, and nobody is sure whose pricing is correct.
Proposal software for accountants means templates for common service bundles, a pricing catalogue you maintain centrally, and a record of who sent what to whom and when. The point isn't decoration — it's speed and consistency between the first conversation and a signed engagement.
| Aspect | Word document | Proposal software |
|---|---|---|
| Turnaround | Hours per proposal | Minutes from a template |
| Pricing consistency | Depends who wrote it | Pulled from one catalogue |
| Tracking | Guesswork on follow-up | Status visible to the team |
Why does proposal turnaround keep slipping at UK accounting firms?
No single source of pricing
Every partner has their own version of the fee list, so quotes for the same service vary between team members and clients notice.
Proposals sit in someone's inbox
A partner drafts a proposal on a Friday evening and it doesn't reach the prospect until the following week, by which time they've spoken to two other firms.
No visibility once sent
Nobody knows if a proposal has been opened, ignored, or is waiting on a signature, so follow-up either doesn't happen or happens too aggressively.
Rebuilding from scratch each time
Without templates, every proposal starts as a copy-paste exercise from an old client's document, with a real risk of leaving in someone else's name or numbers.
Disconnected from onboarding
A signed proposal doesn't automatically start onboarding, so the enthusiasm of a new client is lost while the firm manually sets up their file.
What does slow or inconsistent proposing cost an accounting firm?
Slow proposals cost you winnable clients to faster-moving competitors, and inconsistent pricing costs you margin on every job priced too low.
A prospect who has spoken to three firms will usually go with whoever responds fastest with a clear, professional proposal — price is often secondary to confidence in the process. Every day a proposal sits unsent is a day the prospect might sign with someone else.
The subtler cost is margin. When pricing lives in people's heads rather than a shared catalogue, you end up with clients on inconsistent fees for identical work, and no easy way to spot or correct it at review time.
How do you build a faster proposal process? Step by step
- 1
Build a services and pricing catalogue
List every service you offer with a standard price or price range, so nobody has to invent numbers when quoting.
- 2
Create template proposals for common bundles
Sole trader, limited company, payroll add-on — build a template for each common combination so most proposals need only light editing.
- 3
Standardise your terms and scope wording
Agree fixed wording for scope, exclusions and payment terms so proposals don't vary in what they promise.
- 4
Send within 24 hours of the enquiry
Set an internal rule that proposals go out within a day of a qualifying conversation, while the prospect is still comparing firms.
- 5
Track status centrally
Record whether each proposal is drafted, sent, viewed or signed so nothing depends on one person's memory.
- 6
Follow up on a fixed schedule
Chase unsigned proposals after a set number of days rather than leaving follow-up to chance.
- 7
Convert signed proposals into onboarding immediately
As soon as a proposal is signed, start the onboarding checklist the same day, not the following week.
How does Remindoo help with proposals for accountants?
Remindoo gives you a drag-and-drop proposal builder backed by a shared products and services catalogue, so every partner quotes from the same prices without retyping them. Templates for your common service bundles mean most proposals need only a name and a client-specific line, not a rebuild. Proposals and letters of engagement go out by email from within Remindoo, and clients can sign electronically without printing or scanning anything back. Proposal filters let you see at a glance which proposals are drafted, sent or awaiting a signature, so follow-up happens on schedule instead of by memory. Once a lead signs, Remindoo converts them into an active client record without re-keying their details, so onboarding can start the same day. It's free for 60 days, so you can run your next few proposals through it before deciding.
Proposal templates
Drag-and-drop builder for consistent proposals.
See featureProducts and services catalogue
Your services and prices, organised.
See featureProposals and letters of engagement
Send proposals and engagement letters by email.
See featureE-signatures
Clients sign online, no printing or scanning.
See featureConvert won leads into clients
Signed leads become active clients without re-keying.
See featureSpreadsheets vs Remindoo: what changes?
| Area | Spreadsheets & email | With Remindoo |
|---|---|---|
| Pricing | In individual heads or old files | One shared catalogue |
| Building a proposal | Copy-paste from an old Word doc | Template with client details dropped in |
| Turnaround | Days, depending on who's free | Minutes to a same-day send |
| Tracking | No visibility once sent | Status visible to the whole team |
| Signing | Print, sign, scan, email back | E-signature online |
| Onboarding handoff | Manual, often delayed | Signed proposal converts to a client record |
See it with your own clients
A 30-minute walkthrough using your services and deadlines.
What should a good accounting proposal include?
A good proposal states the services covered, the price, what's excluded, and the next step to sign, in language the client can read without an accounting background.
- A short summary of the client's situation and what they've asked for
- Services included, listed plainly (accounts, tax return, payroll, VAT)
- Price, including how and when it will be reviewed
- What is explicitly excluded, to prevent later disputes
- Next steps and how to accept
“Companies House integration onboards clients in minutes; AML scoring keeps us compliant.”
Frequently asked questions
Is Remindoo's proposal software free to try?
Yes. Remindoo, including proposal templates and the services catalogue, is free to use for 60 days, with no obligation to continue afterwards.
Can Remindoo generate legally binding contracts?
Remindoo lets you send proposals and letters of engagement with e-signature capture. You remain responsible for the legal content and wording, which you or your professional body can review.
Do I need a designer to make proposals look professional?
No. Templates in Remindoo's drag-and-drop builder are ready to use and can be adjusted without design skills.
Can different team members send proposals from one catalogue?
Yes, that's the point — everyone quotes from the same services and pricing catalogue, so prices stay consistent across the firm.
What happens once a proposal is signed?
A signed proposal in Remindoo converts the lead into an active client record without you re-entering their details, so onboarding can begin immediately.
Does this replace my need for a solicitor-reviewed engagement letter template?
No. Remindoo is where you build, send and store your proposals and letters — the underlying wording should still be reviewed by your professional body or a solicitor.
Ready to run a calmer practice?
See Remindoo with your own clients, or start free for 60 days with unlimited users.
Sources
Comparing options? Read our guide to proposal software for accountants.
Last updated: . General guidance, not regulatory advice. Check with your professional body.
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.”
