Many concerns, one proposal
Quote for an individual, a company, an LLP and a firm together — each with its own scope, fees and a combined summary.
For Chartered Accountants
Engagement proposals your firm can send in minutes.
Capture the client's concerns, the services in scope and the fees. The proposal — numbered, formatted and complete with terms — assembles itself.
Knows the compliance calendar
Pick the constitution and the services; the monthly, quarterly and annual scope tables, exclusions and onboarding lists write themselves.
Word and PDF, exactly your format
A live A4 preview of the finished document, downloadable as a Word file or printed to PDF in your firm's house style.
Handover and despatch
Professional clearance wording for clients moving from another auditor, and the proposal sent by email from the app.