Watch a tier price itself
Ninety seconds: build three tiers, put a transaction-volume calculator behind the middle one, send it, and watch the client answer that question once while all three tiers reprice from the single input.
VID-01 · film to supply
Two questions, answered separately
How a thing is priced, and how the client meets it. Most pricing software for accountants answers only one. The method decides the number — a flat fee, a rate per unit, an hourly rate by role, price bands, a volume rate, a graduated rate, a percentage of a figure, or a full calculator. The mode decides the experience — included, an optional add-on, one of several tiers, or a quantity the client sets.
| Methoddecides the number | Includedmode 01 | Optional add-onmode 02 | One of several tiersmode 03 | Client-set quantitymode 04 |
|---|---|---|---|---|
| Flat feeOne number for the service | ✓ | ✓ | ✓ | ✓ |
| Rate per unitPer employee, per return, per entity | ✓ | ✓ | ✓ | ✓ |
| Hourly by roleAgainst a versioned rate card | ✓ | ✓ | ✓ | ✓ |
| Price bandsA fee per turnover or volume band | ✓ | ✓ | ✓ | ✓ |
| Volume rateOne rate across the whole quantity | ✓ | ✓ | ✓ | ✓ |
| Graduated rateA different rate in each tranche | ✓ | ✓ | ✓ | ✓ |
| Percentage of a figureOf turnover, of a recovery, of a value | ✓ | ✓ | ✓ | ✓ |
| Full calculatorParameters, formula, the lot | ✓ | ✓ | ✓ | ✓ |
The price is presented in proposals, becomes binding in the engagement letter, and is measured against what the work actually cost in timesheets and billing.
Capability · 01
A flat fee should take thirty seconds
Pick a method, set the numbers, add a minimum if you want one. No parameters, no formula, no builder. The calculator is still there, one click away, for the services that genuinely need it — but it stops being the road in, which is the single most common complaint about pricing software for accountants that can do everything.
Capability · 02
A tier the calculator prices for that client
The market splits in two and each half is half a product. Packaged tools let a client choose between three packages, but the price behind each is a flat number typed once for everyone. Calculators compute a real fee from turnover or transaction volume, but give the client nothing to choose between. Put them together and a client picks between tiers whose prices were computed for them.
The client answers the question once. Every tier reprices.
Capability · 03
The warning arrives before the client does
A minimum-fee floor, a margin threshold, and a check on anything implausible, negative or zero — applied before the price can leave the building. Discounts stack in an order you set, and the running effect is visible as you reorder them, so nobody discovers the compounding after it has been sent.
10% of CA$1,180.00CA$1,062.00
Fixed CA$75.00CA$987.00
5% of the running figure, not of CA$1,180.00CA$937.65
Margin
18.4%
Threshold
25.0%
Recovery at plan
0.79
Capability · 04
A figure you can still explain in eighteen months
Every line carries a plain-English reason — "bookkeeping, 251 to 500 transactions a month" — shown to the client and stored on the record. The model is versioned, the rates and VAT rules are pinned, and any quote you have ever sent reconstructs exactly as it was. When a client asks why the fee moved, the answer is on the file rather than in somebody's memory.
Seen enough? Price the service you argue about most.
Book a demoA price somebody typed, or a price the engine computed
Pricing software for accountants divides on one question: does the number come from a person or from a rule? Both produce a figure. Only one of them can be explained a year later, and only one of them charges the two similar clients the same.
Column A
A typed price
- Set once, for everyone, by whoever built the package.
- Adjusted by hand when it drifts.
- No record of why it was that number.
- Nothing to show a client who asks.
Column B
A computed price
- Derived from that client's own figures by a versioned rule.
- Reprices itself when the client's figures change.
- A plain-English reason on every line.
- The whole model pinned, so any quote reconstructs.
The questions that come up first
What is pricing software for accountants?
Software that holds the rules your firm uses to price work, applies them consistently to every client, and produces a quote the client can act on. The useful ones compute the fee from the client's own figures rather than storing a price list somebody has to remember to update.
How should a practice decide what to charge?
That is a judgement, and no software should pretend otherwise. What software can do is make the judgement once, apply it to everyone, and show you when a quote has drifted from it — which is a different and more achievable thing than being told what your fee ought to be.
Can it do value pricing as well as hourly?
Yes. Fixed fees, tiers, per-unit rates, percentages of a figure, bands and a full calculator are all available, alongside hourly by role against a rate card. The method is a choice per service, not a stance the software takes for you.
Can a tier be priced by a calculator rather than a flat number?
Yes, and that is the point. Any method can sit behind any tier, so a client chooses between packages whose prices were computed from their own figures. They answer the driving question once and every tier reprices.
Can somebody override a computed price?
Only with permission, and the override is logged. Calculated figures show as locked so neither a colleague nor the AI can quietly change one.
Does the AI set prices?
No. It drafts descriptions, explains a computed price in plain English and can pre-fill parameters from an enquiry. It never sets or overrides a number. The engine computes; the AI explains.