GoProposal
This proposal management software revolutionizes client engagement for accounting firms, promoting professionalism and profitability through clear pricing and automated proposals. With features like smart engagement letters that adapt to regulatory changes and robust anti-money laundering systems, firms can ensure compliance while enhancing client relationships effortlessly. A 30-day free trial offers full feature access with no card details required, making it easy to explore its capabilities.
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Top GoProposal Features
- 30-day free trial
- Unlimited client access
- No card details required
- Professional automated proposals
- Smart engagement letters
- Anti-money laundering compliance
- Accredited training access
- VIP customer support
- Clear pricing structure
- Free software integrations
- Customizable proposal templates
- GLOSS Method meeting framework
- Risk assessment tools
- Evolving compliance letters
- Seamless two-way integrations
- Detailed proposal visualization
- Transparent pricing justification
- Enhanced client value delivery
- Mechanical pricing system
- Optional add-ons flexibility
