Enhance Your Client Engagement With Fresh Proposals and CPACharge

Would you like a seamless way to manage client engagements and payments? Fresh Proposals offers comprehensive online proposal software, while CPACharge provides a powerful online payment solution. Together, they equip businesses with the tools needed to efficiently manage online payments, grow revenue, create, send, and sign proposals, engagement letters, and contracts.

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Key Benefits of Fresh Proposals and CPACharge

Instant Proposal Creation

Create proposals and engagement letters in minutes with ready-to-use templates, a reusable content library, and dynamic fields.

Insightful Client Analytics

Receive real-time notifications and detailed insights on client interactions with your proposals and engagement letters.

CPACharge: Powerful Payment Technology

Together, Fresh Proposals and CPACharge make it easy for accounting firms to receive digital payments seamlessly when clients sign proposals.

Payment features designed exclusively for CPA firms

Easily incorporate online payments for convenience

Create custom secure payment links for your tax business

Quickly reconcile with robust and detailed reporting

Accept payments online, in your office, anywhere at any time

Leading Payment Technology

  • Trusted by more than 150,000 professionals nationwide
  • Over a decade of experience with payment technology
  • Tailored to meet the needs of tax professionals