Templates

Our templates. Your proposals in minutes.

Win and retain clients with Ignition’s ready-to-go proposal templates that give your proposals the professional edge. Use our accounting, bookkeeping or professional services proposal templates created by leading industry experts, or create your own custom templates to use time and time again.

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Popular Templates

Preview our most popular proposal templates to find out why Ignition customers create and send professional proposals in half the time.

available in app

Individual tax return with 3 options

Impress new clients and win more business with our readymade Individual tax services proposal template, created by leading industry experts. Use this template in Ignition to: Quickly prepare a...

Josh Lance

Lance CPA Group

available in app

Bookkeeping services with 3 options

Create a proposal with our monthly accounting services proposal template, created by leading industry experts, and give your business the winning edge. Use this template in Ignition to: Streamline...

Josh Lance

Lance CPA Group

available in app

QuickBooks services - 3 options

Get your proposals out the door fast with this ready-to-go QuickBooks service proposal template, created in partnership with Appy Hour. Use this template in Ignition to: Help clients get started...

Appy Hour

available in app

Future Firm 3-tiered options

It’s simple to prepare and send an impressive proposal with our Future Firm 3-package accounting proposal template that makes it easy for your clients to accept. Use this template in Ignition...

Ryan Lazanis

Future Firm

example template

NATP Engagement Letter Template

Get a head start using our legally vetted, industry standard terms and conditions created in partnership with the National Association of Tax Professionals (NATP). Less errors and less admin – all...

National Association of Tax Professionals

available in app

S-corp tax return with 3 options

It’s simple to prepare and send an impressive proposal with our S-corp tax services proposal template that makes it easy for your clients to accept. Use this template in Ignition to: Quickly...

Josh Lance

Lance CPA Group

Partner Templates

All partner templates

Intuit

Gusto

National Association of Tax Professionals

available in app

Tax planning & advisory (individual)

Easily transition to year-round advisory revenue with this tax planning and advisory proposal template. If you’re an accounting professional, this template helps you to package and price the tax...

Intuit

available in app

Tax planning & advisory (business)

Use Intuit’s tax planning and business advisory proposal template in Ignition to easily transition to year-round advisory revenue. This template helps you to package and price the tax planning and...

Intuit

example template

NATP Engagement Letter Template

Get a head start using our legally vetted, industry standard terms and conditions created in partnership with the National Association of Tax Professionals (NATP). Less errors and less admin – all...

National Association of Tax Professionals

available in app

People advisory services with 3 options

Easily transition to people advisory, and fast track creating a proposal with Gusto’s ready-to-go people advisory template. Pick the services you want, from full-service payroll compliance to...

Gusto

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Product Features

Online Proposal Management

Product Features

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