Reclaim your CPA firm’s profitability

Elevate your CPA practice with Ignition. The platform simplifies engaging clients, billing, and collecting payments to fast track your firm to a more profitable and efficient tax season.

✔️ Quickly engage clients with automated engagement letters, minimizing administrative tasks, and reducing errors.

✔️ Save time and price confidently with readymade proposal templates for Individual and S-corp tax returns, 1099 preparation and filing, tax planning and advisory and more! 

✔️ Ensure timely payments and eliminate accounts receivable with Ignition’s automated billing and payments.

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review stars

Average based on thousands of reviews

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CPAs save hours of valuable time with Ignition

Saved per week on average in creating proposals and engagement letters.
Saved per week on average in billing, collecting, and reconciling payments.
Of payments collected automatically using Ignition.
Of proposals sent are accepted.
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Unlock your firm’s peak potential

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Stress-free client engagement letters

Quickly prepare branded proposals in bulk, paired with templated engagement letters, that are easy for clients to sign online.

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Effortless billing and payment

Collect payment details upfront in proposals and automate billing and fee collection from the moment clients sign to reduce accounts receivable. 

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Enhanced revenue and profits

Boost revenue by engaging clients with clear service scopes, offering tiered pricing options, and instantly billing for out-of-scope work.

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Time-saving app integrations

Connect apps such as Karbon, ProConnect, QuickBooks Online and Zapier, and automated workflows kick in once clients sign your proposals.

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Get readymade tax season templates

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Stop sacrificing revenue and start running a more profitable firm

Are you ready to stop losing money to out-of-scope work? With Ignition, CPAs can finally stop absorbing extra time and costs from scope creep, and chasing late payments. Templates for proposals and engagement letters set clear expectations and streamline payment processes, preventing these losses.

Upsell your services by offering up to three proposal options. Our readymade accounting or tax proposal templates include recommended services and pricing.

Put an end to awkward payment conversations with automated billing and payments that eliminate accounts receivable.

Stay in control of every client relationship with all interactions from proposal to payment, managed seamlessly in one place.

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Give your CPA firm big-business efficiency with integrated apps* and automated workflows that reduce your admin burden.


*App integrations include ProConnect, QuickBooks Online, Gusto, Karbon, Xero and more.

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What are leading CPAs saying about Ignition?

  • "Ignition really helped with the onboarding… because it’s not like you get a proposal signed and then clients don’t hear from you for days. It kicks off a series of workflows immediately."

    Shane Mason avatar
    Shane Mason
    Brooklyn FI
  • "We’ve gone from spending three months on admin (billing clients and creating engagement letters) to about two days. That’s a 97% reduction. It’s incredible to think of how much time we wasted simply because we didn’t know a better alternative method existed."

    Jeffery Davidson avatar
    Jeffery Davidson
    Jeffery Davidson & Associates
  • "We have zero accounts receivables, literally none. I used to have to go chase people. Now, we charge our clients the first of the month – it's automatically withdrawn from their bank account or from their credit card account."

    Marie Greene avatar
    Marie Greene
    Founder & CEO, Connected Accounting

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