Collect client onboarding details online, now built into Proffa.
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    See how firms use Proffa to turn enquiries into signed, onboarded clients, and share your own experience below.

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    From first enquiry to a signed, onboarded client, all in one calm workspace.

    How reviews work here

    Every review on this page was written by someone using Proffa to send proposals and onboard clients. We publish them as they arrive, and we do not edit them or hide the critical ones. If something here is wrong or out of date, tell us and we will correct it.

    Proffa is used by accounting practices, bookkeepers, consultants and agencies across New Zealand and Australia. Most of them arrive with the same problem: proposals that sit unsigned, engagement terms chased separately, and client details collected by email after the work has already started. The reviews worth reading are the ones that say what changed about that, not the ones that say the software is nice.

    If you are weighing Proffa against another tool, the comparison pages set out where each one fits, and the pages by profession describe the workflow for firms like yours. You can also try the product on a 14-day trial without a credit card and form your own view.

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