Send engagement letters and onboard new clients

The problem

Every new client means rewriting a proposal, chasing a signed engagement letter, and emailing the same welcome checklist, so onboarding drags on for weeks and scope creep starts on day one.

How AI solves it

Proposal software turns your service menu into a tiered proposal and engagement letter that the client signs and pays from in one step. AI drafts the scope summary and a personalized welcome email listing exactly what documents and access you need, and the client portal sends automatic reminders until everything arrives.

Tools that do this

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• Ignition
• TaxDome
• ChatGPT

What you can expect

Time saved: 1-2 hrs per new client (estimate)
Cost saved: Fewer unbilled out-of-scope hours (estimate)
Difficulty: Medium

Industry guides: AI for Accountants, Bookkeepers & Tax Pros

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