Industries
Accountants: Engagement scopes with clean boundaries
Bookkeeping, tax prep and advisory packaged into tiers with clear cut-offs on what falls outside the fee.
50 free credits · roughly six proposals · no card required
Pricing lines already in the template
- Monthly bookkeeping
- Annual tax preparation
- Advisory hours
- Payroll processing
- Out-of-scope rate
What the generated document contains
- 1Service tiers
- 2Client responsibilities
- 3Deadlines & document cut-offs
- 4Fee schedule
- 5Engagement signature
The objection this trade hears most
"Is that call billable?"
Included advisory hours and the overage rate are on the same page as the fee.
Step 1
Describe the job
Paste site notes or type a few lines. No template hunting.
Step 2
AI drafts it
A full accountants document in about 30 seconds, 8 credits.
Step 3
Send and get signed
Client reviews, e-signs and pays a deposit from the same link.
Quote your next accountant job today
50 free credits. No credit card. 60-day money-back guarantee on paid plans.