Scopes drafted in minutes
Describe the engagement and the AI drafts the scope, deliverables and fees — keeping the structure and pricing logic that worked before.
All solutions
Accounting proposal software
Engagement letters that close, not just inform.
Accounting proposal software for firms that send engagement letters and scopes every week. Duodeal drafts the proposal with AI, prices the services your client picks, and gets it signed — in one branded link.
Trusted by service teams worldwide
Trusted by service teams worldwide
Most accounting proposals are a Word doc, a PDF, and a week of back-and-forth. Duodeal turns the engagement letter into an interactive page your client explores, configures and signs — so recurring and one-off engagements close faster, and every proposal looks like the firm behind it.
Why accounting firms choose Duodeal
Clients pick their services
Offer bookkeeping, payroll, advisory or year-end as options the client selects. The total updates live, and you capture the upsell without an email.
Signed and tracked
E-signature in the same link, plus engagement tracking so you know when a client has read the letter and when to follow up.
Everything an engagement letter needs
- AI-drafted scope, deliverables and recurring fees
- Client-configurable service options with live totals
- On-brand page — no generic PDF attachment
- E-signature and engagement tracking in one link
- Connects to your accounting and CRM tools
Real results
From 8 days to 1
“With Duodeal, sending a quote has become simple, fast, and perfectly aligned with our brand. Our clients immediately notice the difference.”
Romain O. · Managing partner Italy @Fitness Park
Accounting proposal software, frequently asked
How much does accounting proposal software cost?
Duodeal starts at 29€/user, with AI drafting, configurable pricing and e-signature included on every plan — no add-ons for the features firms actually use. There's a 15-day free trial, no card required.
Can a client accept only part of a proposed scope?
Yes. Present bookkeeping, payroll, advisory and year-end as optional line items the client can toggle; the fee total updates live and they sign only what they select.
What is accounting proposal software?
It's software for creating, sending and signing the engagement letters and service proposals accounting firms use to win clients. Duodeal turns them into interactive pages with AI drafting, configurable pricing and e-signature.
Can Duodeal handle recurring engagements?
Yes. Reusable templates and AI drafting make it quick to send recurring scopes (monthly bookkeeping, payroll, year-end), with the client selecting options and signing in the same link.
Does it integrate with accounting tools?
Duodeal connects to accounting and finance tools including Pennylane and QuickBooks, plus CRMs like HubSpot, Salesforce and Pipedrive, so signed proposals stay in sync.
Win the engagement, faster.
Try Duodeal free for 15 days and send an engagement letter that closes.
No credit card · 15-day trial · Built for service teams