Professional Proposals & Client Onboarding
Create branded proposals and engagement letters in minutes. Win more clients with professional documents, digital signatures, and seamless CRM integration.
Why Choose GetMy Proposals?
Win more clients with professional proposals that impress
Proposal Templates
Professional templates for all accounting services—bookkeeping, tax returns, VAT, payroll, and more. Fully customizable with your branding and terms.
Engagement Letters
Generate compliant engagement letters automatically. Includes ICAEW, ACCA, and AAT standard terms. Customizable for your practice and client needs.
Digital Signatures
Legally binding e-signatures built-in. Clients can sign online from any device. Track signature status and get instant notifications when signed.
Automated Onboarding
When a proposal is accepted, automatically create the client in GetMyBooks CRM. Add to mailing lists, assign team members, and trigger workflows.
Brand Customization
Add your logo, colors, fonts, and messaging. Create multiple templates for different services. Maintain consistent branding across all client communications.
Conversion Tracking
See which proposals win clients. Track open rates, time to decision, and conversion rates. Identify your most profitable services and optimize messaging.
Pre-Built Templates
Ready-to-use templates for common accounting services
Bookkeeping Services
Monthly bookkeeping, bank reconciliation, VAT returns, and management accounts
Most PopularTax Returns
Self-assessment, corporation tax, personal tax planning, and advisory
High ValuePayroll Services
Monthly payroll processing, RTI submissions, auto-enrolment, and payslips
RecurringVAT Services
VAT registration, quarterly returns, Making Tax Digital compliance
MTD ReadyYear-End Accounts
Statutory accounts, Companies House filing, audit support
AnnualAdvisory Services
Business planning, forecasting, financial modeling, and strategic advice
PremiumSimple, Transparent Pricing
Early Adopter Discount
Pay-as-you-go
- ✓ £5 per proposal
- ✓ All templates
- ✓ Digital signatures
- ✓ Email delivery
- ✓ Basic analytics
- ✓ 6-month history
Unlimited
Billed yearly £348
- ✓ Unlimited proposals
- ✓ Up to 3 users
- ✓ All templates
- ✓ Digital signatures
- ✓ Xero integration
- ✓ Priority support
- ✓ Advanced analytics
Practice
Billed yearly £1176
- ✓ Everything in Unlimited
- ✓ Unlimited users
- ✓ White-label branding
- ✓ Custom templates
- ✓ API access
- ✓ Dedicated support
- ✓ Team collaboration
Seamless Integrations
Works with your existing tools