Proposal Management Software for Accounting Firms
FinnDesk is proposal management software for accounting firms that want to win work faster. Build proposals from your service catalogue, send them for online acceptance, see who has opened them, and turn an accepted proposal straight into a client, services and recurring tasks.
- Templates built from your service and rate card
- Send to leads or existing clients, track every open
- Accepted proposals become tasks and invoices
Proposals
LIVE68%
Proposals accepted within 14 days
- Annual retainer · Orbit Labs $14,600
- Audit scope · Vertex $7,950
- Onboarding · Nexa Retail $5,000
- Advisory · Aperture Co $3,650
- Renewal · Meridian Unopened 5d
Sent this month
46
Accepted
31
Avg. turnaround
1.4 days
1.4 days
Average proposal turnaround
68%
Accepted within 14 days
0
Scope retyped after a win
What Proposal Management does for your accounting firm.
Built from your catalogue
Pull services, scope and pricing from your service master so every proposal quotes the same rates as the last one.
Reusable templates
Standard engagements go out in minutes. Only the genuinely bespoke work needs writing from scratch.
Leads and clients alike
Send to a lead in the pipeline or to an existing client for additional scope — the proposal attaches to whichever record it belongs to.
Open and view tracking
See when a proposal was opened and how often, so the follow-up call is informed rather than blind.
Approval and e-sign
Recipients accept online and the decision is recorded against the record, with the approved version locked.
Won means work
An accepted proposal creates the tasks and the billing schedule, so nothing is retyped between selling and delivering.
Four steps, and then it looks after itself.
Configuration is a one-off. After that the module runs on your schedule and only asks for a human when something genuinely needs one.
- 1
Draft
Pick a template and pull scope and pricing from your service catalogue.
- 2
Send
Issue it to the lead or client over email or WhatsApp with a tracked link.
- 3
Track
Watch opens and set follow-ups; unopened proposals surface on their own.
- 4
Convert
On acceptance, the scope becomes tasks and the fees become a billing schedule.
Proposal Management for accounting firms, answered
What is proposal management software for accounting firms?
It is software for creating, sending and tracking fee proposals and engagement terms. FinnDesk builds proposals from your service catalogue, records acceptance and converts accepted proposals into clients, services and scheduled work.
Can we send proposals to existing clients?
Yes. Proposals attach to either a lead or an existing client record, so additional scope for a current client is handled the same way as new business.
Do proposals use our own pricing?
Scope and rates are pulled from your service master, so a proposal cannot quietly quote a rate you no longer use.
Can clients accept online?
Recipients approve through a tracked link. The acceptance and the exact version approved are both recorded.
What happens after a proposal is won?
The accepted scope generates the tasks and the billing schedule automatically, so delivery and invoicing start from what was actually sold.
Still have a question? Talk to us
Pairs well with
03
Groups
Link multiple entities under a single group — view work, billing and compliance across all of them at once.
04
Client Management
One record per client — contacts, documents, deadlines, history and billing in one place.
05
Task Management
Recurring work, deadlines, checklists and handoffs — tracked without a status meeting.
Put Proposal Management to work this week.
Start with this module alone, or switch on the rest of the platform alongside it. Either way, setup takes minutes rather than a quarter.
14-day free trial · No credit card · Setup in under 10 minutes