For accountants

Accounting proposal template

Year-end financial statements and the corporate tax return, with personal returns by the number and advisory hours as options.

Free plan · No credit card · No account until you send

What your client sees

A small preview. Open it full size to read it like a client would. Not sure what to charge? See what to charge for this work.

Year-end statements and corporate returnIncluded. Prepared, filed, reviewed with you
$1,800.00 USD
Owner personal tax returnsExtra, on to start, client picks 1 to 6. T1 in Canada or Form 1040 in the US, per owner
$280.00 USD per return
Advisory hoursExtra the client can add, client picks 1 to 20. Tax planning, cash flow, questions through the year
$180.00 USD per hour

Example prices in US dollars. Use any of 16 currencies and change every line.

The client picks the extrasThey switch extras on or off and change amounts within your limits. The total updates as they go.
They sign on any deviceThey type their name and tap Accept. You both get the signed PDF by email.
You know when they lookYou get an email when they open it. Set an end date, add a password, or send a reminder.

It opens in the editor with the words and prices filled in. Change what you like. We only ask for your email when you send it.

Free plan · No credit card · No account until you send

Yes. Open it in the editor, change the words and prices, and send it on the free plan. We only ask for your email when you send it.

Yes. They switch extras on or off and change amounts within the limits you set, and the total updates as they go.

They open the link on any device, type their name and tap Accept. You both get the signed PDF by email.