Articles

How to build a proposal for catch up work

If your clients ever need assistance with catch up work, you can easily set up a service template and add the service...

Using proposal options to maximize client charges

Present your prospects and clients with three packaged service offerings and give them the power and flexibility to...

Use proposal options to empower your clients to choose what works best for them

With proposal options, you can streamline your sales process by allowing clients to choose from A, B, or C options...

Using proposal options to introduce your clients to fixed fees

A great and easy way to introduce your clients to fixed fees is by using the Proposal Options feature in Ignition to...

How to increase your prices using proposal options

Significantly improve your conversion rate and your pricing with tiered package offerings and by using the Options...

Different ways to use Intro message and Next steps templates

Intro message templates are pre-written messages that you can use to introduce yourself to new clients or to...

How to create world-class services

Start with a base set of service offerings. Now it’s time to add the services that are unique to your business....

What are service terms and how do you use them?

Service terms are additional terms that are linked to specific services. They are optional and can be included in...

Creating a client disengagement letter

If you are using Ignition, this article will show you the two quick steps in order to set up this in your account to...

How to onboard Individual Tax Return clients

If you offer Tax Return services to your clients, you can save hours by using Ignition to build Individual Tax Return...

Creating an Individual Income Tax Return (AU)

This article contains all the resources you'll need to automate your ITR engagement and workflow process with...

STP, TPAR & BAS Authority Templates

If you (and your client) are required to sign declarations of authority to act and/or lodge, you can use Ignition to...

Different ways to share Ignition proposals with your clients

Digital proposals allow you the flexibility to share the document with your clients in various ways. Whether your...

Using proposal shortlinks in your email or SMS communications

How to temporarily waive your recurring fees

There are a number of reasons why you would want or need to waive recurring fees temporarily for your...

Utilize the flexibility of the Billing Schedule for client billing

The Billing Schedule found in your client’s file is where you can view and modify any future billing items. You can...

Best practices: Migrate client payments to Ignition in bulk

With Ignition’s new payment method requests, you can now easily send requests to clients to efficiently and securely...

How to collect overdue accounts receivable

There are a lot of reasons why a client might not pay for their invoices. Sometimes, they simply forget to pay an...

Creating instalment plans in Ignition

You can easily create and offer instalment plans to your clients with Ignition. This can help increase close deals...

Debt recovery using Ignition

There are a ton of reasons why a client might not pay for their invoices. Sometimes, they simply forget to pay an...