GoProposal Alternatives for Accountants

Tax Genie is the best GoProposal alternative for Australian accounting practices that want checked client details and signed engagement letters with less chasing. It brings client answers and engagement signing into one request, then sends approved details into your tax software.

Tax Genie for Replacing GoProposal

Choose Tax Genie when replacing GoProposal means getting the client ready for work, with fewer emails between agreement and the first job. Its guided form asks the questions that apply to each person and entity. ABNs are checked against the Australian Business Register, and format checks catch mistakes in ACNs and TFNs.

After the client sends the form, rules check the answers and missing documents. AI then reviews common mistakes, with every TFN removed first. Fixable issues return to the client as a plain list, and only the affected sections reopen on the same private link. Your team receives the corrected form without writing each correction request.

Tax Genie also drafts the engagement letter from the client’s answers. Staff adjust the terms for that client, and the client signs online. The signed version stays with the request, including who signed and when. Identity verification and AML/CTF checks can sit in that same request, so Australian client checks are part of onboarding.

This replaces the work of collecting client details, checking answers and obtaining a signed engagement letter. Your practice still decides its services and fees before sending the letter. Tax Genie does not calculate proposal prices or collect payments.

What Your Replacement Must Cover

Separate the agreed work from the information your team needs to do it. A signed engagement letter records the agreement. The client’s checked answers and supporting documents let staff begin the accounting work.

GoProposal publishes a Core Pricing Matrix for calculating fees from selected services, proposal templates and automated engagement letters. Its Contact Hub holds client and prospect information. OverSuite adds engagement-letter content and service schedules, with online signing. GoProposal AML includes identity checks, risk assessments and ongoing review prompts.

GoProposal’s pricing FAQ describes OverSuite and AML as UK-focused. OverSuite’s own FAQ says its letters are available for UK accounting and bookkeeping businesses. For Australian onboarding, Tax Genie combines local number and register checks with identity verification and AML/CTF assessments. Staff record their identity and risk determinations alongside the check results.

Map the replacement to the work you want to remove from your team:

• If staff chase answers after the letter is signed, collect the details and documents within the engagement request.
• If returning clients complete the same blank form each year, let them confirm known details and answer the new year’s questions.
• If identity checks sit in a separate job, include the relevant people and beneficial owners in onboarding.
• If staff type approved details again, send those details into your tax software after review.

For a broader signing shortlist, see engagement-letter software for accountants. The onboarding software alternatives directory covers other tools your practice might be replacing.

Replacement Scope Side by Side

Tax Genie replaces client collection and signed engagement within a checked onboarding request. Fee calculation and payment collection need their own arrangements.

Client task	Tax Genie	GoProposal
Sign the engagement letter online	Drafts from client answers and keeps the signed version	Engagement letters and online signatures
Calculate a proposal fee from service selections	Practice supplies the agreed scope and fees	Core Pricing Matrix and configurable service line items
Run identity and AML checks for Australian onboarding	Identity verification, screening and recorded staff risk determinations	UK-focused AML add-on with identity checks and risk assessments

For fee scoping, keep an approved service catalogue with the questions that change the fee. Record who can approve an exception and how staff document additional work. Put the resulting scope and agreed fees into the engagement letter. Tax Genie handles the checked details and signing that follow that decision.

For payments, use your invoicing or payment provider’s agreed collection method. Carry the client’s billing contact and payment dates into that arrangement. An engagement signature and a payment authority are separate records, so account for each during the switch. For more product differences, see Tax Genie comparisons.

From Agreed Work to a Checked Client File

A fictional company client shows how the replacement works after your practice agrees the work and fee. The company needs an annual return, and its director is the authorised contact.

1. A staff member sends a Tax Genie request covering the company and the director. Known details are prefilled, and the request asks for the remaining information and documents.
2. The director completes the guided form. The ABN is checked against the register, and the questions follow the company’s circumstances.
3. Suppose the director leaves the company’s reporting frequency unanswered. Rule and AI review identify fixable issues, and the client receives the affected section to correct. Every TFN is removed before AI review.
4. Staff review the corrected answers and the engagement letter generated from them. The director signs online, and the signed version stays with the client’s records.
5. Approved client details go into your tax software. Where the practice uses Xero Partner Hub + Practice Management, staff review field changes before matching or updating the records.

The request has an owner and due date, so a colleague can see who is handling it. Automatic email and SMS reminders chase outstanding items and stop when they arrive. Staff can send an extra reminder when needed and keep internal notes with the request.

For the next engagement, the company confirms the details already held and answers the new year’s questions. Staff can send annual re-engagement requests in bulk, with a new engagement letter for each client. Clients can also return to the portal to see open requests or upload documents between annual jobs.

Moving Your Engagement Process

Preserve the agreements and unfinished work before changing where new requests go. Treat client records, signed documents and outstanding requests as separate parts of the move.

Start with a list of active proposals and their status. Record which are awaiting acceptance, which have been agreed and which need revised terms. Keep the scope and fee attached to each record so staff do not send a different agreement accidentally.

GoProposal’s help centre documents CSV exports of proposal data and line-item breakdowns. Use the export filters to identify the proposals you need, including their status and responsible staff. Keep the original export unchanged as a reference copy. A line-item export helps preserve the service detail behind a total fee.

Download the engagement letters and proposal PDFs that belong in each client file. GoProposal also documents downloading a signed engagement letter and viewing the signatory’s name and timestamp. Preserve those signing details with the agreement. Open sample files after downloading them to confirm that the terms and signatures are readable.

Then move the operational work in order:

1. Build a client list with the people, entities and contact details needed for new requests. Tax Genie accepts existing clients by CSV. Match the fields and inspect a sample import before importing the rest.
2. Rebuild the engagement template using your practice’s approved wording. Carry across agreed services and fees for each client without changing an existing signed agreement.
3. Record every outstanding document or answer request, with an owner and due date. Recreate the unfinished requests and explain to affected clients which new link to use.
4. Choose a cutover date for new engagement requests. Reconcile the client list against the saved agreements and outstanding items before ending access to the old account.

The CSV moves client information into Tax Genie. Keep historical proposal files and signed letters in the practice’s records. This separates the client import from the evidence of what each client previously agreed.

Costs and Your Next Client

Compare the total onboarding cost, including usage allowances and the staff time spent chasing answers. GoProposal bills by monthly subscription, with proposal and user allowances that depend on the plan. OverSuite and AML are separate add-ons, and electronic identity checks carry per-check charges.

GoProposal’s allowance guidance says live proposals count towards the monthly limit, including won or lost proposals. An edited proposal sent again counts as another version. Drafts do not count, unused allowances do not roll over and the allowance resets at the start of the month. Include renewals and resends when estimating your workload.

Tax Genie includes generous usage, including identity and AML/CTF checks, in its price. It is the most affordable option on the market and saves your team time on onboarding, chasing and typing client details again. Allow time for the switch itself, especially template setup and checking imported records. Budget any separate fee-scoping or payment arrangements alongside onboarding.

For your next client, Tax Genie brings checked answers and the signed engagement letter together before approved details reach your tax software. Talk to us about replacing your engagement and client-information steps.