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Automate proposals, billing and payments

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Unified Proposal & Practice Management for accounting firms
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WORK MANAGEMENT REIMAGINED

for accounting and professional services firms

Cone Propose
Automate proposals, billing and payments
Cone Practice
Unified Practice management for accounting firms
Proposals
Flexible Editor
Quotes
Billing

Payments
Sales Pipeline
Engagement
Letters
Try for free
Proposals
Workflows
Client requests
Billing & Payment

Integrated Email
Document
management
Time tracking
Book a demo

Cone Propose


AUTOMATE PROPOSALS, BILLING AND PAYMENTS

Proposals

Quotes

Invoices

Billing

Payments

+5 more

Try for free

Cone Practice


UNIFIED PROPOSAL & PRACTICE MANAGEMENT FOR ACCOUNTING FIRMS

Proposals

Projects

Workflows

Billing

Payments

+5 more

Book a demo

Cone Propose


PROPOSALS + BILLING + PAYMENTS = WIN MORE DEALS, GET PAID FASTER

Impress clients and save time - no more manual invoicing or chasing payments.




“ CONE’S INTUITIVE PROPOSAL SOFTWARE SETS THE STANDARD FOR WHAT SIMPLE, YET
POWERFUL PRODUCT LOOK FOR ACCOUNTANTS. ALSO, THEIR APPROACH TO UNIFY PROPOSALS,
CRM AND PRACTICE MANAGEMENT IS REFRESHING. IT'S THE IDEAL CHOICE TO AUTOMATE THE
PRACTICE END TO END!
OUTSTANDING PRODUCT AT UNBEATABLE PRICE - 10/10.”


Duncan Lloyd
Partner, Cloud Accountant
Cone Practice


UNIFIED PROPOSAL AND PRACTICE MANAGEMENT SOFTWARE

Two products better together.


PROJECTS START AUTOMATICALLY AFTER PROPOSAL ACCEPTANCE

Send professional proposals and gather payment details upfront. Kick-off
projects automatically as soon as the proposal is signed. No more manual work.





KNOW WHO IS DOING WHAT, WHEN, AND HOW

Gain clear visibility into your team's tasks, deadlines, project progress and
supercharge your workflows. Streamline your work and unlock productivity.





DO YOUR BEST CLIENT WORK, NO SWEAT

Send clients forms, collect e-signatures, and request files seamlessly through
client portal. No need to nag clients manually anymore.





SEAMLESS BILLING AND PAYMENTS

Create invoices either from proposals or projects. Supports multiple payment
methods like ACH or Direct Debit, credit/debit cards. Get paid faster.




Testimonials


DON’T JUST TAKE OUR WORD FOR IT

“We use Cone in our accounting business and it has been a game changer. It's
easy to use, easy to integrate with Xero and our proposals look so
professional.”
Victoria

Business Owner, Beans Accounting

"We send a high volume of proposals, having a software like Cone lets us share
the engagements quickly. We can now price our services consistently and
profitably on fly."
Mehmood Rajoka

Managing Partner, RR Accountants

"For us, as an agency, to have proposals and payments all taken care of in a
single place has saved us massive headaches. Great product w/ great people. That
makes for one heck of a deal!"
David Ledbetter

Owner, BetterLed Consulting

“Cone is a user-friendly solution to raise proposals and draft engagement
letters, with integration to accounting software and payments. Also, the support
has been speedy and responsive.”
Jason Dalton

Founder, Safe Hands

“We love Cone at Mirandus Accountants. The proposal tool itself looks great. It
is also incredibly affordable, highly recommended!”
Shaima Todd

Partner, Mirandus Accountants

"Cone’s Proposal product transformed our workflow by streamlining proposals,
billing and payments into one platform improving efficiency. Exceptional
support."
Nina Baikoro

Founder, Qorro & Associates

Security


WE TAKE DATA PRIVACY AND SECURITY SERIOUSLY.

We understand that protecting your data is crucial for the success of your
business, which is why we have implemented various measures to ensure the
security of your data.




SEND PROPOSALS AND AUTOMATE YOUR BILLING, PAYMENTS NOW

Try for free
Book a demo


RUN YOUR ACCOUNTING PRACTICE IN A SINGLE PLATFORM

Book a demo
Products
Cone Propose
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Resources
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