Tax Genie vs GoProposal for Accountants 2026

For Tax Genie vs GoProposal, choose Tax Genie to collect and check Australian client details through to signed engagement letters. Choose GoProposal to price services consistently and agree the work and fee in a proposal.

Choose for Proposals or Client Onboarding

Tax Genie is the better fit when accepted clients still leave your team chasing forms and typing information into your tax software. Its guided forms collect the right details for each person and entity. Rules and AI review the answers, corrections return to the client and automatic reminders chase unfinished items.

An engagement letter signed online sits in the same request as client details and identity verification. Approved details then go into your tax software and Xero Practice Manager (XPM). That combined job saves time after a client has agreed to use your practice.

GoProposal suits the earlier fee conversation. Its published product guide describes a configurable pricing matrix and service line items, with proposals built around the services selected. That helps staff quote from the same pricing approach instead of rebuilding each quote.

Your practice needs	Tax Genie	GoProposal
Agree services and fees	Collects the client information used for onboarding	Prices selected services and produces a proposal
Produce an engagement letter	Uses client answers and the practice template	Combines the chosen template with service schedules
Obtain a signature	Client signs the engagement letter online	Template settings can require an electronic signature
Check Australian client details	Register and format checks, then AI review and client corrections	Proposal and contact records support agreeing the engagement
Move information onward	Approved details go into tax software and XPM	Published Xero connection handles contacts and draft invoices

For a wider choice of collection tools, compare the onboarding software comparison. The Tax Genie comparisons cover other products by the work your practice needs done.

Agreeing the Work and the Fee

GoProposal helps a practice turn its service choices into a priced proposal. Staff configure line items and adjust the pricing matrix to match how the practice charges. They can select or remove services during the client conversation.

A proposal sets out the work and its fee. An engagement letter records the terms on which the practice provides that work. GoProposal can generate both together, with service schedules tied to the selected line items.

This is useful when different staff quote similar jobs. A shared service list gives them the same starting point, while the practice retains the ability to change its fees.

Tax Genie starts from the information the practice needs about the client and their entities. Its engagement letter uses those answers. Keep the fee-setting decision in your proposal or quoting arrangements, and use Tax Genie for checked answers and onboarding.

Engagement Letters Compared

Both products create engagement letters and support online signing. Their difference is the information that drives the letter.

Consider a fictional new client with a trading company and an individual director. The practice agrees to provide company accounts and tax work. It also needs the company details and the director’s information before staff can start the job.

With GoProposal, staff select the services and the relevant engagement letter template. GoProposal’s setup guide explains how the practice adds its scope wording and standard terms. Service schedules then follow the chosen services. Its acceptance settings can require an electronic signature or permit approval without one.

GoProposal’s Contact Hub holds proposal history and contact information. For the fictional company, those records help staff see the engagement they agreed with the client.

Tax Genie uses the client’s checked form answers to draft the engagement letter. The company and the people involved come from the request. Staff can adjust the letter for this client without changing the practice template.

The client reads and signs online by typing or drawing a signature. Tax Genie keeps the signed version with who signed and when. One request can contain several letters, while each person sees only their own items.

For the fictional company, the practical gain is continuity between collected details and the letter. Staff do not rebuild the client’s entity information in a separate document before sending it for signature.

Australian wording also affects the choice. GoProposal’s pricing FAQ says its core product serves Australian firms, while OverSuite and its AML add-on are UK-focused. Australian practices can configure their own engagement letter content using its documented template setup.

The Information Your Practice Needs Next

Tax Genie collects the Australian details needed after a client accepts the work. The form shows only the questions that apply, suggests addresses and saves progress. A valid ABN is checked against the Australian Business Register.

After the client sends the form, rules check number formats, register matches and consistency between answers. AI then reviews common client mistakes, such as GST registration without a reporting frequency. Every TFN is removed before that review.

Fixable issues return to the client as a plain email list. Only the affected sections reopen on the same private link. Automatic email and SMS reminders continue until the outstanding information arrives.

In the fictional company example, agreeing the company tax service does not supply the company’s ABN or the director’s completed answers. Tax Genie handles that collection and correction work. It also provides the practice’s agent-linking guide and tracks the client’s confirmation and staff check.

GoProposal’s Xero integration page describes importing existing contacts or creating new ones. Accepted proposals create draft invoices in Xero for approval. Its Zapier page documents triggers when a proposal is created or won, allowing a practice to connect the next task through an automation.

Those connections move information about the engagement. The practice still needs completed answers and documents for the actual client work. A contact created for invoicing does not establish that the onboarding file is complete.

Tax Genie sends approved details into your tax software and updates XPM records after a field-by-field review. It can create XPM jobs and file completed documents to FYI or SharePoint. The same request can include identity verification and AML/CTF checks when the practice needs them.

Costs and the Fit for Your Firm

GoProposal’s pricing page sets out a monthly subscription with proposal allowances and user counts that change by plan. It lists unlimited clients across its plans. OverSuite and GoProposal AML are separate optional add-ons, so the subscription’s scope depends on what the practice selects.

Proposal volume and the number of staff preparing quotes therefore affect the plan choice. A practice with many stored contacts and few new proposals has a different requirement from one issuing proposals throughout the team.

Tax Genie includes generous usage in its price, including identity and AML/CTF checks. Its cost belongs beside the onboarding work it removes: repeated chasing and typing client details into your tax software. Use Talk to us for a quote for your practice.

Choose GoProposal if the immediate problem is inconsistent quotes or rebuilding service proposals. Its pricing matrix and service schedules address that problem directly.

Choose Tax Genie if signed-up clients still leave staff collecting missing answers and correcting entity details. Australian register checks, automatic client corrections and the handover into your tax software address that work in one request.

A practice can use the products for separate jobs. Keep service pricing and proposals in GoProposal, then collect the client’s checked details in Tax Genie. Assign one place to issue the engagement letter so the client receives one agreed set of terms.