GoProposal is designed for accountants and bookkeepers to easily agree fees with clients. Your clients will love the transparency and immediacy that GoProposal brings to agreeing service levels & fees.
The proposals are generated instantly and designed to get clients to accept, alongside automatic Letters of Engagement, dynamically comprised of the exact information needed.
The proposals and LOEs are personalised to reflect your brand, further creating a strong experience for your clients.
GoProposal + Xero
Set your tax codes & sync your Account Codes from Xero to your Line Items in GoProposal. When you produce a proposal, we can pull existing contacts from Xero or GoProposal can create new ones.
When the proposal is accepted, the draft invoices are created in Xero for you to approve.
Within your GoProposal app, it is a simple two clicks the apps are connected to provide a seamless experience.