484 results found
    1. Proposals

      Proposals

      Proposals Docusoft Proposals lets your practice build proposals around individual services, then combines them automatically into a single, professional engagement letter. Each service can have its own description and terms and conditions, so as services are added to a proposal, their content pulls straight into the engagement letter using merge fields, with no manual copying or reformatting required. Practices can also build a master letter of engagement template that brings together standard, practice wide terms and conditions with the specific terms for each service selected, giving clients one coherent document rather than a stack of separate agreements. Proposals can be built from reusable templates, tailored to each prospective or existing client, and sent out for review without printing, scanning or posting a single page. Once ready, the completed engagement letter is pushed to the client's secure portal for review, approval and e-signature, with the whole process tracked so you always know where a proposal stands. Built in payment options through Stripe and GoCardless mean you can take a deposit or first payment at the point of sign off, helping new engagements start on the right footing. Because Proposals sits within the wider Docusoft platform, signed engagement letters and client details flow straight into onboarding and practice management, so there's no need to re-key information once a proposal is accepted. Contact us today to book your demo.

    2. R&D Tax Credits

      R&D Tax Credits

      RD-TCC helps businesses identify, prepare and defend robust R&D tax relief claims. We work alongside accountants as a specialist technical partner, helping their clients access legitimate relief while reducing compliance risk and internal workload. Our evidence-led service covers technical eligibility, project scoping, qualifying costs, claim calculations, supporting reports and submission requirements. Compliance is built into every stage, with claims assessed against HMRC guidance and prepared to withstand scrutiny rather than simply maximise value. HMRC enquiry support is included as part of the service, giving clients and their accountants continuity from initial assessment through to claim submission and, where required, defence.