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