New Proposal

Engagement Type

Tax preparation, planning, and year-round CPA access. Flat monthly fee.

Investment advisory and retirement planning. AUM-based or tiered pricing.

Client Information

Proposal Title

Client Name *

Client Email *

Phone

Address

City, State, ZIP

CRM Relationship Required

Link to Relationship *

Select or create a relationship before sending. Drafts can be prepared, but proposals are not signable until linked to CRM.

Open CRM

Relationship Name *

Primary Email

First Name

Last Name

Phone

Service Tiers

Add-Ons

Description	$/mo

Back Work / One-Time Fees

Description	Flat Fee

AUM Fee

AUM Advisory Fee (%)

Annual percentage on assets under management (default 0.69%)

Options

Expiry Date (optional)

Require dual signature (two signers)

Internal Notes

✅ Proposal Ready