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.
Soon you'll turn a signed engagement into an invoice and collect by card or ACH online — no re-entry. Every line already carries a billing trigger (on signing, on completion, or recurring), so the path from agreement to payment is already mapped.
One-click invoices
Generate invoices straight from signed engagements.
Card & ACH
Let clients pay online the moment they sign.
Recurring billing
Monthly and quarterly services billed on schedule.
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).
Invoicing and online card/ACH payments are on the roadmap. Today the module focuses on the proposal-to-signed-engagement flow with tax-aware pricing and automatic work provisioning. Billing triggers are already captured per line, so invoicing builds directly on what you set up now.
See Engagements & Proposals end to end in a quick walkthrough, from catalog to signature to live filings.
Premium add-on · Pricing coming soon