For independent accountants and small-firm owners

Send branded proposals before the client call ends

Enter a few details, review the draft's scope and price, and email a proposal with your firm's logo and colors-before you hang up.

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From a few details to proposal sent

Send accounting proposals during calls in three steps. You keep the final say on scope and price.

  1. A laptop, notepad, and pen on a bright accounting desk, ready for a few client details.
    Step 1

    Enter basic details

    Add the client and the services you are discussing. A few basic details start an AI-assisted draft.

  2. Two people reviewing printed charts and notes beside an open laptop.
    Step 2

    Review scope and price

    Read the draft. You review scope and price before you send, and you can edit both when the conversation changes.

  3. An accountant working at a laptop in a bright office, ready to email a proposal.
    Step 3

    Email the branded proposal

    Enter the client's email address and email the proposal as a PDF before the call ends. It carries your firm's logo and colors.

Leave the Word proposal behind

You take the prospective-client call, then you write the proposal in Word afterward. ScopeSparrow is proposal software for accountants. It is built for accounting proposals for small firms, and for sending the proposal during the conversation.

  • An accountant on a call with a headset, reviewing notes on a laptop.

    Review and send during the call

    You review the draft and email the proposal while the client is still on the line, instead of writing it in Word after you hang up.

  • A stack of loose proposal pages beside a navy folder of documents on a desk.

    Drafts and sent proposals stay together

    A generated proposal is saved as a draft. It moves to sent only after the email succeeds. You can reopen drafts and sent proposals from the same list.

Your firm's branding. Your judgment.

ScopeSparrow is branded accounting proposal software. Your firm's logo and colors lead the proposal, and you review scope and price before it is sent.

  • A printed proposal cover with a navy and teal mark and a pen on a white desk.

    Your logo and colors lead

    Client-facing proposals lead with your firm's logo and colors. The document looks like it came from your practice.

  • A calculator and pen resting on financial paperwork during a price review.

    You review scope and price

    The draft is AI-assisted. You review the scope and the price, and you edit them, before anything is emailed.

  • A single laptop and one notebook on a clear desk in a quiet office.

    A focused proposal workflow

    This accounting proposal software replaces the Word proposal you write after calls. The workflow stays focused on that proposal. It is not a practice-management suite.

An accountant at a bright desk signing a client proposal beside a laptop.

Finish the call with the proposal sent.

Review scope and price, then email a proposal with your firm's logo and colors.

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