Work management reimagined
for accounting and professional services firms
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management
Automate proposals, billing and payments
Unified Proposal & Practice Management for accounting firms
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.”
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.
Don’t just take our word for it
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
