Ensuring accountants and bookkeepers take the next step in delivering a more streamlined and automated client onboarding experience, Practice Ignition is excited to announce the next level of a deeper partnership with ACCA.
Together we can put an end to the time consuming and error-prone method of sending Word docs and PDF attachments to clients and prospective clients. Instead, create stand-out, interactive proposals and engagement letters that are going to attract the clients that you want.
There's never been a better time to learn how Practice Ignition can take your accounting and bookkeeping practice to the next level. Over the last six months we have made some significant, game changing updates to our product.
What does this mean for you and your firm?
New proposal editor
Back in October 2020, we re-imagined the proposal creation experience by releasing the beta version of our New Proposal Editor to allow practices to tailor proposals to suit every client. Now our New Proposal Editor has gone truly global – becoming the default experience for new Practice Ignition customers, and automatically appearing as an editor option for existing customers.
More flexible billing options such as hourly and unit-based billing, to offering proposal options to upsell services, there are countless ways your practice can benefit from our new proposal experience.
Custom or ready-made proposal templates
To save you time, we released custom proposal templates on our Professional and Scale plans. This allows admin users to create company-wide proposal templates that every staff member can use to get proposals out the door faster and standardise client engagements.
Reimagining the workflow experience
For Xero Practice Manager (XPM) users, we released our new XPM integration for the New Proposal Editor to automate your jobs workflow. We used this as an opportunity to reimagine the workflow experience to make it more flexible and give you greater control and visibility over your client jobs and tasks.
This new experience includes the ability to create more custom workflows, meaning you are no longer limited to creating jobs in XPM based on the services in your proposal. We also added the ability to set up the XPM job category and budget and introduced the new ‘Workflow’ tab to allow you to view, create and edit XPM jobs at a client level.
Helping you get paid faster
To provide more ways for clients to pay you for engaged services at any time, we launched our new Review and Pay online payment experience. This is ideal if your client is not ready to provide payment details upfront at the start of the engagement, or you simply need more flexibility to price services upon completion.
Sign up for a free trial to access your ACCA Engagement Letter & Proposal templates now.