同意書

Send Engagement Letters to set terms, simplify client onboarding and be paid faster.

プロポーズ概要

Learn how proposals help pitch services, define terms, automate payments, and simplify client onboarding.

Send proposals and engagement letters based on predefined templates.

Create and customize proposal templates to define engagement terms.

Set up services, tiered packages, and payment options in proposal including one-time invoices, recurring invoices, and price-list only proposals.

Control who can sign proposals in TaxDome.

Assign, remove, or clear account tags automatically based on the proposal package chosen by the client

View, edit, print, download, or delete proposals.

Trigger automatic job movement upon client signature and invoice payment.

View, search, filter, sort, and customize proposals list across all clients or by account.

Track all actions taken on a proposal.