GoProposal

Professional Services Automation (PSA) for MSPs

Unpublished

A cloud-based platform for professional services, it streamlines client engagement by generating clear pricing, automated proposals, and contract-ready engagement letters and renewals, while maintaining compliance through smart terms, auto-updating policies, and built-in AML/KYC checks. It addresses pricing consistency, administrative overhead, onboarding friction, and regulatory risk with identity verification, risk scoring, ongoing monitoring, and two-way integrations across accounting, billing, and workflow ecosystems, making it ideal for accounting practices, bookkeepers, and financial advisers who need to win more work, price accurately, and operate securely.

GoProposal can be found in Professional Services Automation (PSA) for MSPs categories.

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Details

GoProposal Main Features

• OverSuite
  Get smart engagement letters that update automatically with new rules and regulations.
• AML System
  Use an anti-money laundering system to ensure compliance and protect your practice.
• KYC Checks
  Conduct Know Your Customer checks and risk assessments easily.
• VIP Support
  Get priority support to help you with any issues or questions.
• 30-day Free Trial
  You can try GoProposal for free for 30 days with full access to all features.
• Free Integrations
  Connect GoProposal with other software for a seamless experience.
• Unlimited Clients
  Manage an unlimited number of clients with any plan you choose.
• Consistent Pricing
  Set and maintain clear pricing for your services to boost profitability.
• Engagement Letters
  Easily send engagement letters to clients to confirm your services.
• Accredited Training
  Access training that is recognized and approved for your professional development.
• Identity Verification
  Quickly verify client identities in just a few minutes.
• Professional Proposals
  Create clear and professional proposals to impress your clients.
• Automated Engagement Letters
  Automatically generate engagement letters to save time and effort.

GoProposal Benefits

• Seamless Integrations
  GoProposal connects easily with other software, making it simple to manage all aspects of an accounting business in one place.
• Smart Engagement Letters
  GoProposal provides smart engagement letters that automatically update with new rules, keeping accountants compliant without extra work.
• Consistent Pricing System
  Having a consistent pricing system ensures fairness, so all clients are treated equally and know what to expect.
• Increased Value for Clients
  Using GoProposal, accountants can offer more valuable services, which can lead to higher fees and better client satisfaction.
• Clear and Profitable Pricing
  The software allows accountants to set clear prices, so clients understand what they are paying for and why.
• Engaging Clients Professionally
  GoProposal helps accounting firms present themselves in a professional way, which makes clients feel valued and respected.
• Anti-Money Laundering Compliance
  The AML system helps accountants easily check identities and stay compliant with laws, reducing the risk of legal issues.
• Automated Proposals and Renewals
  With automated proposals, accountants save time and reduce errors, making the process smoother for both them and their clients.

Who should use GoProposal?

• Accountants
  Accountants can use GoProposal to create clear and professional proposals, helping them charge the right prices for their services.
• New Accountants
  New accountants can learn how to price their services confidently and professionally, making it easier to grow their client base.
• Accounting Firms
  Accounting firms can benefit from GoProposal by managing clients easily and ensuring compliance with smart engagement letters.
• Compliance Officers
  Compliance officers can ensure their firm meets the highest standards with automated engagement letters that update with regulations.
• Small Business Owners
  Small business owners can understand the value of accounting services better, which helps them make better decisions about pricing.

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