Build a branded, priced proposal from a reusable catalog. Send it. Your client e-signs it online — no login. The moment they sign, MyCPACRM creates the filings and services you agreed to. No Word docs, no double entry, no forgotten letters.
Catalog & pricing · Client e-signature · Auto-provisioning · One-click renewal
The Full Flow
Catalog
Build proposal
Send
Client e-signs
Active + work created
Renew yearly
What the Client Sees
Engagement Proposal
Thanks for the opportunity to continue serving Maple Leaf Holdings this year. Here's everything we'll handle for you — review the optional add-ons and sign below.
Ready to get started?
Sign electronically — no account needed.
What You Can Do
Stop re-pricing every job from scratch. Build offerings once — each mapped to a filing type or a custom service — with a default price, frequency, and tax treatment. Group them into bundles, add plan variants, and reuse them on every proposal.
Service Catalog
12 offeringsProposal builder
Compose line items in seconds. Set frequency and a billing trigger per line, add optional upsell lines the client can switch on themselves, apply discounts, and add your intro message and engagement-letter terms.
One click sends a branded proposal by email or SMS. The client opens it, picks any add-ons, and e-signs — built on the same e-signature engine you already trust. You see the status change in real time, and reminders go out on a schedule you set.
Status timeline
Sent
Email + SMS · Jun 1, 9:14 AM
Viewed
Opened by client · Jun 1, 2:42 PM
Awaiting signature
Reminder sent · 1 of 5
Signed → Active
Work provisions automatically
Engagement signed
4 work items created on Maple Leaf Holdings
This is the part that saves real hours. The moment a client signs, every agreed service becomes live work — standard tax lines become filings on the client, custom-service lines are configured — and it all lands on your workflow board. The proposal is the setup.
Every engagement line already carries its billing trigger — on signing, on completion, or recurring — so invoices come straight from what the client signed, with no re-entry. Email the invoice as a PDF, record the payment, and see what is still owed. Online card and ACH payments are on the roadmap.
Invoices from engagements
Pick what is ready to bill and email the invoice as a PDF.
Recurring retainers
Monthly, quarterly and yearly fees come due each period, never billed twice.
Payments & receivables
Record cheque, EFT, cash or card payments and track outstanding and overdue.
FAQ
One record for the whole lifecycle of a priced agreement. You build a proposal from your catalog, send it, the client e-signs online, and it becomes an active engagement — with the agreed filings and services created automatically. Status flows Draft → Sent → Viewed → Signed → Active, and you can renew it yearly in one click.
No. The proposal is sent as a secure branded link by email or SMS. The client reviews the lines, selects any optional add-ons, and e-signs — no account required. The signed PDF and audit trail are captured automatically.
Yes. Build a catalog of reusable offerings, group them into bundles with a single package price, and create plan variants like Standard vs. Cleanup. Pricing is snapshotted onto each proposal, so changing the catalog later never alters an agreement a client already signed.
The engagement becomes Active and the work provisions itself — each standard tax line becomes a filing on the client, and custom-service lines are set up too. The proposal you sent becomes the work your team tracks, with no re-keying.
Yes. Proposals support CAD and USD, and tax is applied per jurisdiction and type — HST, GST, GST+PST, PST, or QST — using rates you configure once (e.g. Ontario HST 13%, the GST-5% provinces, and the HST-15% Atlantic provinces).
Yes. Invoices are raised from signed engagements: pick the lines that are ready to bill, including monthly, quarterly and yearly retainers, and email the invoice to your client as a PDF. Record payments by cheque, EFT, cash or card and see what is outstanding and overdue. Each engagement line and each retainer period can only be billed once. Online card and ACH payments are on the roadmap.
See Engagements & Billing end to end in a quick walkthrough, from catalog to signature to live filings.
Premium add-on · $29/mo