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GoProposal by Sage

Powerful pricing, clear proposals

Consistent pricing, professional proposals and renewals, automated engagement letters – it’s time to impress clients and boost profitability with GoProposal by Sage.  

Proposals

Impress clients and boost profitability with clear, profitable pricing and professional, automated proposals and renewals.

Smart engagement letters

Meet the highest compliance standards with smart engagement letters that evolve with regulatory changes and auto-update for you.

Anti-money laundering (AML)

Rest assured with an AML system backed by experts, and have full confidence in your practice's AML processes.

No more scope creep

Keep your team on track and give clients a clear understanding of costs with a consistent pricing system across your firm. Build your pricing matrix in seconds using a simple wizard that makes it easy to itemise services line by line. 

Impress clients with speedy proposals and renewals 

Make an impact and win more business with professional proposals that you can produce on the spot during meetings. Use a pre-prepared library of customised proposals and engagement letters that match your brand to create documentation easily. 

Get the signatures you need, faster 

Make sure you and your clients meet Making Tax Digital for ITSA and VAT with fully compliant engagement letters. Create letters and send them to clients in seconds to capture digital signatures. Use letters designed by risk experts to automate terms and conditions with our OverSuite add-on. 

Keep clients coming back for more 

Build better relationships with clients and boost their confidence with proposals and pricing that set clear expectations. GoProposal by Sage makes it simple to complete tasks on time so that you can keep clients happy. 

Make MTD a breeze

Review and reprice your services clearly and re-engage every client with ease using GoProposal by Sage. Learn how to get MTD sorted with Sage. 

Explore MTD hub

Do more with GoProposal by Sage add-ons

OverSuite

Make sure every client has an up-to-date letter of engagement with a secure library of compliant letters that evolve with regulatory change.

Anti-money laundering

Understand and mitigate risk the right way. With an AML system backed by compliance experts that carry out KYC and risk assessments tailored to your needs; you can have complete confidence in your practice’s AML processes. 

Sign up to GoProposal by Sage

Check out our plans and pricing for GoProposal by Sage. 

Accountants discuss GoProposal by Sage

GoProposal allows you to make massive gains almost overnight in both profitability & customer experience. I simply wouldn’t run our business without it now.

Ross Murray
Director of Acumen Accountants

GoProposal by Sage FAQs for accountants

GoProposal by Sage automates pricing, proposal, and engagement letter production. Designed to help accountants improve productivity, profitability, and client relationships – it supports direct end-to-end customer proposal management. 

GoProposal by Sage cuts out the manual admin that you do to create proposals and letters of engagement. By pre-preparing proposals and managing a bank of engagement letters using the Oversuite app, you can send professional documents instantly. 

Your free trial lasts 30 days and you’ll be free to explore all of the features GoProposal for Sage has to offer. Once you’ve decided whether it’s the right solution for clients and your practice, you can activate your account by entering your card details at any time during the 30 days. If your trial ends and there’s no activation, your account will cancel automatically. 

To help you drive sales and renewals we’ve included VIP Onboarding and Support as standard. You’ll get:

  • Live kickstart training
  • Videos that help you get started
  • A comprehensive help section
  • Invitations to live webinars
  • In-app chat and phone support
  • A membership for our active online community 

AML stands for anti-money laundering. Our AML add-on helps you stay compliant and up to date with the legal requirements around anti-money laundering so that it’s easy to detect risks and suspicious transactions. You can find out more about our AML add-on by watching the demo.

Our compliance experts formally review changes quarterly and as they arise, including: 

  • Changes to professional body regulations to understand their impact on the terms and conditions in your engagement letters 
  • The scope of each policy to ensure they aren’t impacted by changes to legislation 

Related tools to help your practice succeed

Accountants and Bookkeepers webinars

Hear from Sage experts about the latest developments and updates on software and services through our live and on-demand webinar programme.

Automation: Save time across your practice

Find out how to finish work faster and improve accuracy with automation across your workload, from accounting to tax. 

Accountancy practice software resources 

Pricing for MTD: How to charge more, and prove it's worth it 

Pricing for MTD: How to charge more, and prove it's worth it 

How should you price for Making Tax Digital? Learn why annual fees no longer work and how to charge more while keeping clients happy.

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Making Tax Digital for Income Tax penalties: HMRC's new systems explained

Making Tax Digital for Income Tax penalties: HMRC's new systems explained

Learn how HMRC's Making Tax Digital penalty system works, including penalty points, late payment charges, appeals, and how to avoid fines.

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MTD for Income Tax is an operational reset—and the best reason to rebuild your firm’s foundations 

MTD for Income Tax is an operational reset—and the best reason to rebuild your firm’s foundations 

Learn how MTD for Income Tax is reshaping accounting practices, from workflows and pricing to client management, capacity, and AI readiness.

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MTD for Income Tax: What Making Tax Digital means for sole traders

MTD for Income Tax: What Making Tax Digital means for sole traders

MTD for Income Tax began in April 2026. Catch up on the requirements, rules, deadlines, and what sole traders need to do to get ready.

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MTD digital links explained: Avoid penalties, understand how to move data

MTD digital links explained: Avoid penalties, understand how to move data

Transferring accounting data isn't as simple as you'd think under Making Tax Digital. Learn the digital linking rules and avoid penalties.

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Self Assessment and Making Tax Digital: What MTD for Income Tax means for sole traders

Self Assessment and Making Tax Digital: What MTD for Income Tax means for sole traders

Learn what Making Tax Digital for Income Tax means for sole traders, when it applies, and how it changes Self Assessment reporting.

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Making Tax Digital for VAT: complete guide to compulsory requirements

Making Tax Digital for VAT: complete guide to compulsory requirements

Is MTD for VAT compulsory? Learn who must comply, key dates, penalties, and how businesses and agents can get set up correctly.

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The MTD quarterly countdown: A practice guide

The MTD quarterly countdown: A practice guide

Time's ticking down to the first MTD for Income Tax quarterly update. Here's what you need to know to act now—and make it a success for your practice.

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Boost practice productivity at your accountancy practice

Talk to one of our experts to get 1-1 advice on boosting efficiency with GoProposal by Sage.