Anchor
$0 monthly subscription; per-transaction fees apply (snapshot shows "$5" and $0 subscription)Free tier
Automated proposals, billing and collections for service firms.
Checked Oct 15, 2026 DetailsVisit Anchor ↗
Proposal software for CPA firms & consultants
We list 9 proposal software for CPA firms & consultants, each checked on the vendor's own site. 8 publish a starting price; the lowest we found is $0 (free to start), from Anchor (vendor page: “$0 monthly subscription; per-transaction fees apply (snapshot shows "$5" and $0 subscription)”).
Updated Oct 15, 2026
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Sponsor this page| Tool | What it does | Entry price | Checked on |
|---|---|---|---|
| Anchor | Automated proposals, billing and collections for service firms. | $0 monthly subscription; per-transaction fees apply (snapshot shows "$5" and $0 subscription) | Oct 15, 2026 |
| Better Proposals | Proposal software with templates and payments. | Starter $13/user/mo (annual); Premium $21; Enterprise $42 | Oct 15, 2026 |
| Bonsai | All-in-one business management for agencies and freelancers. | Basic $9/user/mo (annual); Essentials $19; Premium $29 | Oct 15, 2026 |
| Dubsado | CRM and workflows for service businesses. | Starter $335/yr; Premier $525/yr | Oct 15, 2026 |
| Ignition | Proposals, engagement letters and payments for professional services firms. | Contact for pricing* | Oct 15, 2026 |
| Proposify | Proposal software with templates, e-sign and analytics. | Build $35/user/mo annual ($49 monthly) | Oct 15, 2026 |
| Qwilr | Interactive web-based proposals and quotes. | Starter $35/user/mo (annual); Growth $55 (5-user min); Scale $75 | Oct 15, 2026 |
| HoneyBook | Client management for independent service businesses: proposals, contracts, invoices. | Starter $29/mo billed yearly; Essentials $49/mo billed yearly | Oct 15, 2026 |
| PandaDoc | Proposals, quotes, contracts and e-signature. | Free eSign $0; Starter $19/seat/mo (annual); Business $49/seat/mo | Oct 15, 2026 |
* Contact for pricing: the vendor publishes no price on its own site, so we don't show one. How we handle this.
Better Proposals
Starter $13/user/mo (annual); Premium $21; Enterprise $42
Proposal software with templates and payments.
Checked Oct 15, 2026 DetailsVisit Better Proposals ↗
Bonsai
Basic $9/user/mo (annual); Essentials $19; Premium $29
All-in-one business management for agencies and freelancers.
Checked Oct 15, 2026 DetailsVisit Bonsai ↗
Dubsado
Starter $335/yr; Premier $525/yr
CRM and workflows for service businesses.
Checked Oct 15, 2026 DetailsVisit Dubsado ↗
Ignition
Plan prices not rendered in snapshot; free trial
Proposals, engagement letters and payments for professional services firms.
Checked Oct 15, 2026 DetailsVisit Ignition ↗
Proposify
Build $35/user/mo annual ($49 monthly)
Proposal software with templates, e-sign and analytics.
Checked Oct 15, 2026 DetailsVisit Proposify ↗
Qwilr
Starter $35/user/mo (annual); Growth $55 (5-user min); Scale $75
Interactive web-based proposals and quotes.
Checked Oct 15, 2026 DetailsVisit Qwilr ↗
HoneyBook
Starter $29/mo billed yearly; Essentials $49/mo billed yearly
Client management for independent service businesses: proposals, contracts, invoices.
Checked Oct 15, 2026 DetailsVisit HoneyBook ↗
PandaDoc
Free eSign $0; Starter $19/seat/mo (annual); Business $49/seat/moFree tier
Proposals, quotes, contracts and e-signature.
Checked Oct 15, 2026 DetailsVisit PandaDoc ↗
FAQ
What proposal software work for CPA firms & consultants?
9 tools on this page, including Anchor, Better Proposals, Bonsai, Dubsado. Each was checked against the vendor's site, most recently on Oct 15, 2026.
Which proposal software for CPA firms & consultants publish their prices?
8 of 9: Anchor ($0 monthly subscription; per-transaction fees apply (snapshot shows "$5" and $0 subscription)); PandaDoc (Free eSign $0; Starter $19/seat/mo (annual); Business $49/seat/mo); Bonsai (Basic $9/user/mo (annual); Essentials $19; Premium $29); Better Proposals (Starter $13/user/mo (annual); Premium $21; Enterprise $42); HoneyBook (Starter $29/mo billed yearly; Essentials $49/mo billed yearly). The rest ask you to contact sales or book a demo.
Is there a free option?
The vendor sites for Anchor, PandaDoc state a free tier or free plan as of our last check.
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