One click from accepted proposal to a fully set-up client.
Purpose-built Convert proposal to client software for accounting firms for accountants, CPAs and bookkeepers.
Card required · Cancel anytime · From $67.50/month
Active workspace
Proposals & Engagements · This week
Client record created with contacts
Assigned · Due this week
Purchased services attached
Assigned · Due this week
Workflows and tasks generated
Assigned · Due this week
Built for real practice work
Keep the owner, deadline, client context and next action together. Your team sees what matters without opening another spreadsheet or chasing an update.
Standardize the steps, automate handoffs and give every person a reliable next action.
Availability
All plans
Status: Live
Partners get visibility, managers get control and team members get a focused queue of work.
Configure your defaults once, then refine them as your practice grows.
Simple by design
A connected workflow from setup to review, without adding another disconnected tool.
Choose owners, deadlines and templates for convert proposal to client.
Your team works from shared client context and clear next actions.
See status, blockers and history without asking for manual updates.
Included in Remindoo
Reusable templates
Professional proposals in minutes, not hours.
Products & services catalogue
A priced menu of everything you sell.
Letters of engagement
Compliant engagement letters generated from the accepted proposal.
E-signatures
Get it signed the same day it is sent.
Proposal search & filters
Track what is out, what is signed and what has gone quiet.
Plans & pricing
Priced per client with unlimited users. 60-day free trial. Pay yearly upfront and save 10%.
USD · excludes sales tax
Growth
Our recommended plan — everything in Core, plus AI, analytics and priority support.
$75.00/mo
75 clients · excl. sales tax · $1.00 per client
or $810.00/year paid upfront (save 10%)
Convert proposal to client included
Core
RecommendedStandard plan with all essentials included.
$67.50/mo
75 clients · excl. sales tax · $0.90 per client
or $729.00/year paid upfront (save 10%)
Convert proposal to client included
Prices update instantly with your client count · Cancel anytime · Full pricing & comparison
Convert proposal to client is part of Remindoo's Proposals & Engagements workspace for accounting firms. It connects to the same client records, workflows, deadlines and reporting used across the practice.
Convert proposal to client is included in Core and Growth with no separate add-on.
Yes. Convert proposal to client is designed for accountants, CPAs, bookkeepers and tax professionals managing recurring client work.
Yes. Start a 60-day trial and test Convert proposal to client with your own clients and workflows. A card is required to begin.
Start with your own clients, deadlines and team. A card is required to begin the 60-day trial.
Start your trial