Generate professional service proposals from your firm's knowledge base. Scope the work, present pricing, and get signed — all in one place.
Everything your firm needs to scope, propose, and close — without the admin overhead.
Generate professional, scope-specific engagement letters from your firm's service library and templates — in minutes, not hours.
Upload your service offerings, pricing structures, and past engagement letters. AI learns your firm's approach and uses it in every document.
Clients sign directly on the engagement letter. Both parties get a secure, timestamped record — no printing, no scanning, no back-and-forth.
Know when the proposal was opened, how long they spent on pricing, and when to follow up. No more "just checking in" emails.
What is accounting proposal software and how does Wonit work for accounting firms?
Can Wonit generate engagement letters for CPA and accounting firms?
Does Wonit include e-signatures for accounting engagement letters?
How do accounting firms maintain consistent proposal quality across partners?
Can bookkeepers and smaller accounting practices use Wonit?
Will I know when a client has reviewed my accounting proposal?