Contact us

We are accounting proposal software for independent accountants and owners of small firms. During a client call, you enter a few basic details, let AI create a draft, review scope and price, and email a branded proposal before you hang up.

We are proposal software for accountants who prepare accounting proposals for small firms. You send accounting proposals during calls. Your firm's logo and colors lead the proposal, and drafts and sent proposals stay together. Our branded accounting proposal software is a focused workflow, not a practice-management suite.

To reach us, use the support email below.