Engagement Letter Builderand Management for Accountants
Intuitive engagement and proposal system designed for accountants to streamline the creation, management, and tracking of proposals and engagement letters.
Exclusively available to SmartPractice Sage users.
About Us
KickStart was created by the directors of SmartPractice, who recognised the need for a streamlined, efficient way for accountants to create and manage client engagement letters. Designed with accounting professionals in mind, our solution simplifies proposal generation, ensures compliance, and enhances client engagement. Built on industry expertise and a deep understanding of accounting firm needs, our software empowers firms to create clear, professional engagement letters with ease — saving time and improving client conversions.
Dashboard
Easily track proposal statuses, accepted, canceled, declined, draft, and viewed. With a clear “Proposals to Action” section, you’ll be notified when clients view your proposals, allowing you to take the next steps swiftly and professionally.
Create Proposal
Start from scratch with a blank template, use a pre-designed template, or duplicate an existing proposal for efficiency. Capture general details like start date, contract length and services, customise your proposal terms, edit the introduction and final acceptance pages, and adjust the layout to present a professional document that aligns with your firm’s brand.
Proposal Overview
Full visibility of all your proposals in one place. Whether you’re following up on a draft, reviewing a client’s acceptance, or tracking declined proposals, KickStart makes it easy to manage every stage of the engagement process.
Client Management
KickStart enables easy management of your client base. Identify leads, track active engagements, manage inactive clients, or track those who have completed their contracts — so all client information stays up to date and easily accessible.
Flexible Pricing for Every Stage of Your Business
The smarter way to handle engagement letters and proposals. Designed for accountants, our intuitive system simplifies creation, management, and tracking — saving you time while keeping you compliant.
R 99.00 p/m*
R 399.00 p/m*
R 899.00 p/m*
R 1999.00 p/m*
*All prices are VAT inclusive.
**Total number of proposals that can be active on your account at any given time. Not a monthly limit.
***One person designated to sign proposals.
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