Proposals · Canada
Proposal software for Canadian accounting firms, where the proposal becomes the letter
Scope the work from your own service library, let the engine price it from your own rates in Canadian dollars, and send a proposal your client can compare and accept. The engagement letter then assembles from the same record, with the same services and the same fee.
✓Free until February 28, 2027 · no card needed · see pricing ↓Built for CPA firms across Canada, from solo practitioners to multi-office practices.
Illustrative annual fees, shown before GST/HST. Change the package and the letter and the invoice follow the proposal. The fee is stated once.
Happy on FigsFlow
What your client sees
A proposal your client will actually read.
Your branding, your services and your fees, set out so the client can compare packages, add extras and accept in about two minutes. Try it below: pick a package and watch the quote follow.
- Your firm’s branding
- Packages to compare
- Optional extras
- Accept on any device
Proposal for Prairie Dental Group Inc.
Accounting for Prairie Dental Group, priced for how the practice actually runs.
Compare the four packages below, pick the one that fits, and accept to move to your engagement letter.
Introduction
Dear Dr. Patel,
Thank you for considering our firm. This proposal sets out the services we will provide, what each one includes, and the fees that apply.
We have recommended Standard because the practice needs its bookkeeping kept monthly as well as its year-end, but every package is set out so you can choose what suits you.
R. Kaur · Partner, CPA
About the firm
Professional practices are what we know.
Harbourview CPA works with dental, medical and professional corporations across Atlantic Canada, from a single practice to groups with a holding company.
Your options
Choose your package
Package 1
Essentials
The corporation’s year-end, done properly.
C$4,200a year
- T2 corporate income tax return
- Year-end financial statements
- Corporate records: annual return reminder
- Instalment reminders from your CRA dates
Package 2 Recommended
Standard
Year-end plus the owner and the books.
C$17,400a year
Everything in Essentials, plus
- T1 personal return for the owner
- Monthly bookkeeping, reconciled
- Quarterly management report
Package 3
Full service
Every filing the practice has to make.
C$20,900a year
Everything in Standard, plus
- GST/HST returns, quarterly
- Payroll remittances for 4 employees
- T4 slips and summary at year-end
Package 4
Advisory Complete
Compliance plus planning for the owner.
C$23,900a year
Everything in Full service, plus
- Salary and dividend planning for the owner
- T5 slips for dividends paid
- Year-end tax planning meeting
Optional extras · add any you need
Your team
The people looking after you
FAQ
Common questions
Yes. If the practice changes, we move you to the package that fits and agree the new fee with you as a signed change, from that point.
Monthly by pre-authorized debit or card, starting the month after you accept. One-off extras are billed when the work is done.
Last year’s T2 and financial statements, access to your bank feeds, and a short call to confirm your year-end and key dates.
What happens next
From yes to up and running
By accepting, you agree to the services and fees set out above. Your engagement letter, which records the full terms of our appointment, follows for signature.
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Accept this proposal
Standard · C$17,400 a year, plus GST/HST.
Where proposals go wrong
Nobody planned the retyping. It happens because the documents are separate.
Two Word files, one client, two chances to disagree. Here is what that costs.
Open any card to see its fix, or switch them all at once.
The proposal said one fee. The letter said another.
Typed twice, into two documents. The client signed the lower one.
The fix. Set once on the proposal. The letter and invoice inherit it.
Two people quote the same T2 two ways.
Same corporate year-end, different words, different rates.
The fix. Wording and rates live once in your service library.
The scope grew. The fee didn’t.
A catch-up is agreed on a call. The proposal never mentions it.
The fix. Every input is marked price, scope or both, so neither moves alone.
The fee changed after the client signed.
Someone saves over the file. Which version was agreed?
The fix. Acceptance freezes it. Changes are signed variations.
The ID check lives in another spreadsheet.
Work starts while the ID file sits elsewhere, half finished.
The fix. The check sits on the same record; the letter waits until it clears.
“Which version did they sign?”
At file review, someone searches inboxes for the signed PDF.
The fix. Scope, fee, version and signature stay on the client record.
How proposal software should work
Scope it once. Everything after it reads the same record.
One dental corporation, one proposal, nothing retyped.
- Day one
T2 year-end, owner’s T1, monthly bookkeeping, in your own wording.
- Day one
C$17,400 a year from your price list, with GST/HST shown.
- Day three
Signed on any device. Every line is frozen, dated and attributed.
- Same record
Same services, same fee. Jobs open against their CRA dates.
Sample client. Your library holds your services and your wording.
88 reviews
Not a lack of work. One fee, typed twice, into two documents.
The build surface
Scope and price, on the same screen.
Pick services from your library and the fee resolves as you build. No pasting a total in from a spreadsheet.
- Every input is classed as price, scope or both, so a pricing variable never quietly changes what the client agreed to.
- Fixed, recurring and hourly fees in Canadian dollars, with GST/HST shown on the proposal.
Engagement letters
The letter, assembled from the proposal.
The signed letter sets out scope, responsibilities and fee. It assembles from the accepted proposal instead of being rebuilt.
- Same services, same fee, same schedules, because nothing was ever apart.
- Clauses come from your firm’s governed library, not a blank Word document.
On acceptance
The fee that never needs reconciling.
On acceptance the selection freezes, dated and attributed. The letter states it and the invoice bills it.
- Nothing recomputes it later, so three documents can never disagree about what was signed.
- A change after acceptance is a variation, signed separately and linked to the original.
Solo practitioner · you write both documents
You write both documents. Now you write the fee once.
- The letter reads the accepted proposal
- One fee, typed once
Small firm · two people quoting
Two people quoting, one version of the wording.
- Scope wording governed once
- Rates from your price list, not memory
Growing firm · new work won at scoping
New work is scoped properly, not quietly under-scoped.
- The scope on the proposal is the scope on the letter
- Overruns trace back to what was agreed
Larger firm · several offices
One wording across offices, and a record that holds up at file review.
- The same wording wherever it is quoted
- Pinned versions: what was sent and what was signed
Service library
Your services, in your firm’s own words.
T1, T2, GST/HST, bookkeeping and payroll, each with its fee structure and scope wording, set up with your firm.
- Wording is written by your firm, not generated, and reused on every proposal for that service.
- Show or hide the price per service or per proposal.
Your stack
Works with what you already run.
Signed documents land in your own SharePoint. The accepted fee carries to the invoice; your ledger stays put.
- Documents stay in your own tenant, under your own retention rules.
- Which integrations you can use is confirmed during onboarding.
The edges
What it does, and what it does not do yet.
Know the edges before you move a practice onto it, not after.
Why this one
Not proposal software built for accountants. Proposal software built by them.
Built inside a working practice that had sent a proposal and a letter carrying different fees, to the same client, in the same week. Every check in it exists because somebody got caught out by its absence.
Accounting proposal software, compared
Others send a document. FigsFlow keeps the record.
How proposals differ, based on what other vendors publish.
Proposal software pricing
Start free. Priced per firm when you grow.
Proposals are part of the Onboarding module: proposals, the pricing engine, engagement letters, documents, e-signature and payment set-up. Priced per firm, by the people who use it.
Everything is free until February 28, 2027, with no card needed.
Launch offerOne person
Solo
C$59 billed monthly.
- Proposals, pricing and letters
- Governed clause library
- Unlimited e-signatures
Fair use: 150 engagements a year
Up to 3 people, then C$25 each
Team
C$155 billed monthly, then C$32 each.
- Everything in Solo
- Approvals and firm countersigning
- Compliance Program included
Fair use: 450 engagements a year
Most chosen · up to 15 people, then C$15 each
Practice
C$305 billed monthly, then C$19 each.
- Everything in Team
- Advanced Pricing: formula pricing builder, website pricing embed and client value calculator
- Additional workspaces available
Unlimited engagements
Advanced Pricing is included in Practice. Add it to Solo, Team or a Practice Suite of up to 10 people for C$49 a month; from 11 people it comes with the Suite.
Only need engagement letters? Letters is free for one person, up to 20 letters a year, with documents and e-signature included.
The whole platform: Practice Suite, C$79 per person a month, for your first 10 people, then C$105 for each person after that. No minimum. Plus GST/HST.
Related modules
Next in the platform
The proposal sets the scope and the fee. These four price it, agree it, sign it and win it, on the same record.
More of the platform
Pricing and quoting
Where the number comes from: your own rates, resolved as you build.
See the pricing moduleEngagement letters
What the proposal becomes: assembled from the accepted proposal, not rebuilt.
See the letters moduleE-signature and approvals
How it gets agreed: one signature, and the selection freezes.
See the signature moduleCRM and pipeline
Where the enquiry started. The accepted proposal moves the deal on.
See the CRM moduleQuestions
Asked before every rollout.
If yours isn’t here, ask it on the call and we will answer it straight.