Accounting proposal software for independent accountants

ScopeSparrow helps you generate and email a branded proposal during a client call. You enter a few basic details on one dashboard, let AI create a draft, review scope and price, and send it before you hang up. Drafts and sent proposals stay together.

We focus on you if you practice on your own or own a small firm and you prepare the proposal yourself. ScopeSparrow is proposal software for accountants in that seat. It is not a practice-management suite.

  • You handle the call yourself

    Prospective-client calls come to you. You agree what the work includes, and you are the one who has to turn that into a proposal.

  • Accounting proposals for small firms

    You practice on your own or you own a small firm. You need a clear proposal for this client, not a system for running the rest of the practice.

  • Send it before you hang up

    You want to send accounting proposals during calls, while you are still with the client, instead of opening Word after you hang up.

Clearer scope. Less administration after the call.

You should be able to show a clear scope and a clear price while the client is still on the line. You should also have less proposal administration left once you hang up. That is the job ScopeSparrow is here to do.

  • Present scope and price clearly

    The draft starts from the client and the services you enter. You review the scope and the price. When the conversation changes, you update both before you send.

  • Send the proposal before the call ends

    The proposal is saved as a draft. You enter the client's email address and email it as a PDF attachment while you are still talking. It moves to sent only after the email succeeds.

  • Leave less administration after the call

    Drafts and sent proposals stay together. You can reopen either one from the same list, instead of searching through Word files after you hang up.

Review the draft. Lead with your firm's branding.

A few basic details start an AI-assisted draft. You review scope and price before the proposal is emailed. Your firm's logo and colors lead the document the client sees. ScopeSparrow is branded accounting proposal software: a focused proposal workflow, not a practice-management suite.

  • One dashboard for the call

    Enter basic client and service details, then generate the draft with one button. The dashboard is there for the conversation you are in.

  • You decide scope and price

    AI prepares the draft from the details you supply. You read it, you edit scope and price, and you choose when it is ready to send.

  • Your logo and colors lead

    Client-facing proposals lead with your firm's logo and colors. You email the proposal as a PDF, and you can download the PDF.

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.

Sign up