The Ultimate Cloud Accounting Suite

Feature
Simple Quoting

Behind the user interface is a large pricing matrix enabling you to set prices against specific services, including the quantity of work required. For example, number of monthly entries, transforming quoting into a tick box exercise!

Feature
On Brand Professional Quotes

Your quote will most likely be one of the first documents you exchange with your lead. Our quotes are sure to leave a lasting impression and improve rates of conversion

Feature
Built in E-Signatures

Once produced, send a quote via email to your client for signing. Once signed, you'll receive a notification within the system prompting you to start the onboarding process

Feature
Automatic Email Reminders

Can continuously be sent to your client after set time periods elapse reminding them to e-sign the agreement

Feature
Value Added Pricing

Using our pricing matrix makes it simpler to apply the concept of charging for value, rather than time. If you've struggled to implement it in the past or are curious to find out more, be sure to book a demo with us

Feature
Decentralised Quoting

No longer do quotes and proposals need to be a top level task, pass the responsibility to others within the practice in order to boost your practice's growth

BOOK A DEMO

Book a free demo

Be sure to ask for a free trial at the end of your demo to take the software for a spin yourself!

Recent Blogs

Tips to Boost Accounting Productivity
2 Jul, 2020
Tips to Boost Accounting Productivity

Various different methodologies are adopted by small but growing practices in order to increase their productivity and improve…

Tips to Avoid a Cash Flow Crisis
24 Jun, 2020
Tips to Avoid a Cash Flow Crisis

Cash is considered king for most businesses, it’s vital to the survival of almost every single one of…

The Benefits of Cloud Accounting for Small Business
17 Jun, 2020
The Benefits of Cloud Accounting for Small Business

Technology plays an important role in today’s world and cloud accounting software is considered one of the most…

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