I've recently started using Proposify (came from another proposal platform for Accountants). I started looking for another platform as I just wasn't happy with the look and flow of the proposals and a few other issues. But I am really impressed with the new look of my proposals. I am LOVING using Proposify so far.
I own a bookkeeping and tax preparation business in New Jersey and have a team of people who can handle just about anything accounting related, from clean up to the tax return, tax planning and advisory, and even representation if you have an IRS or state tax issue.
As most of the platforms in my tech stack are accounting related, I can't wait to take some time to dive in and see what workflows others are using in different industries. I'm looking forward to learning some of your tips and tricks on closing.