Built for accounting firms
Keep accounting documents moving without the back-and-forth.
Proposo helps accounting firms prepare reusable documents, send secure signing links, track status, and keep completed records organized for every client engagement.
Trusted by accounting firms
Everything your document workflow needs
Prepare, send, sign, and store in one place
Move important documents out of email attachments and into a secure workflow your team can repeat.
Reusable documents
Create templates for engagement letters, tax authorizations, bookkeeping agreements, payroll forms, and advisory scopes and keep language consistent across your team.
Status tracking
Know when a document is viewed, signed, completed, or waiting on a client.
Online e-signatures
Clients can sign from any device through a secure link without creating an account.
Repeatable workflows
Standardize client engagement steps so fewer documents fall through the cracks.
Faster turnaround
Send clean signing packets in minutes instead of rebuilding the same files for every client.
Audit-ready records
Accounting teams need signed engagement records before work begins and clean files after tax season. Completed documents include timestamps and a tamper-evident audit trail.
Sample editor
See how proposals come together
A lightweight preview of the Proposo editing workflow: structure the pitch, add pricing, and keep signature steps in the same document.
Acme growth proposal
Draft saved 2 minutes ago
Proposal
Launch plan for Acme Co.
A focused implementation plan with scope, timeline, pricing, and signature all in one editable document.
Scope of work
Strategy
Clear deliverables, approvals, and next steps.
Build
Clear deliverables, approvals, and next steps.
Launch
Clear deliverables, approvals, and next steps.
Ready for signature
Client approval and audit trail are built into the same workflow.
Move faster
Turn routine paperwork into a repeatable workflow
Most accounting firms do not need another folder of PDFs. They need a reliable way to prepare, send, sign, and find documents tied to each client engagement.
- Create templates for repeat document types
- Send secure signing links without attachments
- Track who has viewed and signed
- Download completed PDFs with audit trails
Tax packet
Tax engagement packet
Engage
Auth
Sign
Status
Filing season ready
Stay organized
Give clients a cleaner signing experience
A polished document workflow makes your team look prepared and reduces the small delays that come from missing signatures, old versions, and unclear next steps.
- Use your logo and brand colors
- Standardize client-facing language
- Reduce manual reminders
- Keep completed records easy to retrieve
Tax packet
Tax engagement packet
Engage
Auth
Sign
Status
Filing season ready
By the numbers
“We replaced email attachments with one signing workflow. Clients know exactly what to do, and our team can see where every document stands.”
Common questions
Questions from accounting firms
Ready to move documents faster
Send your first document today.
Free to start, no credit card required. Build a reusable workflow and get the next signature without the email chase.