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.
Created by Product Team
July 19, 2022