Proposals
in progress
Eugene Roi
TaxDome currently offers contracts (engagement letters) - Proposals are the logical next step.
Proposals will allow you to better align expectations between firm & client, agree on fees and payment schedules, and fully present your value in professional proposal that reflects your brand.
We will roll out the below features over time, but the end result will include:
Option to require payment upon signing the proposal (ACH or CC)
Option to require recurring payment schedule upon signing the proposal (ACH or CC)
Choose your adventure (offer options A, B, C) and client chooses which they prefer
More design options and increased customization
This is a big undertaking and we’re excited to bring this additional functionality to the TaxDome invoicing suite.
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Y
Ying McKee
Can we have a choice between proposal vs engagement letter?
M
Melissa Leediker
Is there any update on this?
J
Jamie L. Williams
OMG, proposals would be masterful! A quote then contracts w/logo (curr in progress), then payment. Oh yeah! Go TaxDome go! Love the new implementations. Keep 'em coming, team!
Eugene Roi
in progress
C
Cody Zahler, EA
Product Team
Is there an ETA on this? Will just like to know if we should add a different service in the meantime or wait this out & continue with a manual process.
Eugene Roi
Cody Zahler, EA: We are expecting to release this in Q1
C
Cody Zahler, EA
Eugene Roi: THAT WILL BE AWESOME PLEASE DO!!!
S
Shelia Williams
This is great news! I currently use Quotient but would prefer an option inside of TaxDome. Clients have to use email to review and approve invoices.
K
Kristine Breckenridge, EA
This is exciting news! Any estimated timelines?