Most accounting practices lose time in the same place: the gap between saying yes to a client and actually being able to start their work. A quote goes out as a PDF, the engagement letter follows in a second email, the signature comes back as a photo of a printed page, and the details you need to open the file arrive in a third message a week later.
Proffa closes that gap. One link carries the price, the scope, the engagement terms and the signature, plus the onboarding questions you need answered before work starts.
Price the work once, reuse it forever
Compliance work repeats. Annual accounts, GST returns, tax returns and payroll are the same shape for most clients, with the numbers changing. Proffa lets you build each of those as a service template with its own pricing, then assemble a proposal from templates instead of writing it from scratch.
- Service categories keep compliance, advisory and payroll work separated so proposals stay readable.
- Service templates hold the wording and the price, so two partners quote the same job the same way.
- Recurring work can be described once and reused across every client it applies to.
Why this matters
Consistent pricing is the quiet win here. When every partner quotes annual accounts from the same template, you stop discovering six months later that the same job was sold at three different prices.
Engagement letters attached to the proposal, not chased separately
An engagement letter only protects you if it is signed, and it only gets signed if signing is easy. In Proffa the engagement terms travel with the proposal, so the client accepts the scope, the price and the terms in a single action rather than three.
Because the signature is captured against a named signer and a timestamp, and everyone receives the signed PDF, you have the record you need without a separate filing step.
Note
New Zealand firms often ask whether an online signature is enough for an engagement letter. Part 4 of the Contract and Commercial Law Act 2017 governs this, and we have written it up plainly in our guide to electronic signatures in New Zealand.
Onboarding questions answered before the work starts
The information you need to start a job is predictable: IRD number, entity details, balance date, bank authority, access to the accounting file, previous accountant contact. Proffa lets you attach an onboarding form to the engagement so those answers arrive with the signature instead of after it.
- 1The client opens the proposal link. No account, no password, no app to install.
- 2They read the scope and price, and sign the engagement letter online.
- 3They complete the onboarding form while they are still in the flow.
- 4You receive the signed PDF and the client details together, ready to open the file.
See what is actually in the pipeline
Every enquiry becomes a deal, so partners can see what has been quoted, what is sitting unsigned and what has gone quiet. That matters most in the weeks before a filing deadline, when the question is not how busy you feel but how much work has actually been committed.
What accounting firms use in Proffa
| Job to be done | In Proffa |
|---|---|
| Quote a compliance job | Service templates with set pricing |
| Get the scope agreed | Online proposal the client opens without a login |
| Get the engagement letter signed | Engagement terms signed with the proposal |
| Collect client details | Onboarding form attached to the engagement |
| Keep the signed record | Signed PDF issued to both sides, with signer and timestamp |
| Track committed work | Deals pipeline from enquiry to signed |
Getting started
Most firms start by building their three or four most common jobs as service templates, then sending the next real proposal through Proffa rather than migrating history. There is a 14-day free trial and no credit card is required, so you can test it on live work before committing.
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