Quickly engage your tax clients this EOFY with ready-made proposal templates

Accountants & Bookkeepers often don’t have time to formally review engagements with clients. This is an integral part of your client relationships, as it gives you the opportunity to review scope & ensure you’re getting paid for all the value you deliver.

You can now use our new proposal templates to speed up your client engagements next time you engage your clients. Our ready-made accounting, bookkeeping & tax proposal templates do all the hard work for you - with pre-populated services, pricing, and billing schedules to save you time. Access these templates by signing up for a 14-day free trial.

We’ve also created a library of 40 of the most popular bookkeeping and accounting services based on the data from the thousands of accounting firms that use Practice Ignition. Examples of some of these services mentioned include:

• FBT Returns 
• Tax Planning & Estate Planning
• Tax Returns for companies, partnerships & trusts
• Financials & reporting (business advisory)
• Individual tax returns

You can access this library of templates by starting a free 14-day trial of Practice Ignition.

What’s more?

Practice Ignition takes care of the bulk of the work when sending engagement letters! Simply enter your client details, pick your services and the engagement letter is populated automatically. Clients accept and sign on their smartphone, meaning far less admin work for you and your team and more time to focus on your clients.

You can access the full services library and engagement letter templates by starting a free 14-day trial today!