Unlock 2x productivity and 90% cost savings

Unified Practice Management and Proposals Software

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Cone'trol your Costs,
Cone'quer your Practice!

27% more revenue

with impressive and automated proposals

50% increase in productivity

Saves 20 hrs a week per employee with automation

40+ hrs saved /month

on invoicing, payments and reconciliation

> 10k$ saved per year

for 20 member-team on software purchases

Project management

Workflows optimised for accountants & bookkeepers

Managing projects, clients and the team is a breeze with an easy to use platform. Simplify workflows and automate your projects and tasks so you can focus on what matters most.

Project Management

Streamline your project and task management with templates, reminders, deadlines, lists, board views, and more.

Templates

Simplify project creation with customizable templates tailored to your workflows. Streamline task management with assignable tasks, client requests, follow-up reminders, and more.

Automation

No more manually changing statuses or updating tasks. Automation can handle it all for you, allowing you to focus on more important things.

Client Requests

Streamline your project and task management with templates, reminders, deadlines, lists, board views, and more.

Time tracking

Simplify project creation with customizable templates tailored to your workflows. Streamline task management with assignable tasks, client requests, follow-up reminders, and more.

Document Management

No more manually changing statuses or updating tasks. Automation can handle it all for you, allowing you to focus on more important things.

Client engagement

No separate Proposal Software

Crafting and sending stunning web proposals and contracts takes < 10 seconds. Save time and close deals faster.

Proposals

Create compelling, branded proposals that truly resonate with your clients. Leverage customizable templates to take your proposal game to the next level.

Editor

Be creative and deliver your proposal the way you want. Move, edit, or delete sections(like About us, Testimonials, etc.) and customize the proposals.

Sales Pipeline

Never miss acting on a lead. Prioritize, qualify, create proposals, and close more deals. Streamline the entire sales lifecycle from lead generation to payment.

Quotes

Create detailed quotes effortlessly. Increase profitability with clear and consistent pricing and terms, accelerating the path to closing deals.

Contracts

Ensure clarity and legal compliance with customizable engagement letters or bring your own templates. Outline terms and expectations to kickstart engagement.

E-sign

Embrace efficiency with electronic signatures. Expedite proposal acceptance, ensuring smooth experience and faster deal closures.

Renewals

Renew expiring proposals now with a click. No more missed revenue due to manual renewals.

Billing

Billing and payments on auto-pilot

Get paid faster. Automate billing and payments with proposals, save up to 40+ hrs a month.

Billing

Manage all of your client billing at one place. Save 40+ hours/month.

Auto-invoicing

Create invoices automatically from proposals. No more manual work.

Payments

Supports multiple payment methods like direct debit, credit or debit cards. Charge payment on file automatically and eliminate hassles with collections.

Auto-charging

Charge your clients automatically with payment information on file.

Auto-sync

Sync invoices to your favorite accounting software automatically and save time.

Client engagement

Client Portal that leaves a lasting impression

Enjoy a centralized hub for seamless client management. Clients can chat, make payments, upload files, submit forms, and sign contracts—all in one place.

Client Tasks

Organize and prioritize client tasks with ease, ensuring your projects stay on track.

Passwordless logins

Secure and convenient passwordless login for your clients so that it’s easier to collaborate.

Chat

Stay connected and collaborate seamlessly with our chat feature, making communication a breeze.

Integrated Email

Tame your email, collaborate better

Harness the power of streamlined email management to boost productivity and collaborate better. Organize your inbox effectively, reduce clutter and focus on what matters most.

Streamline Collaboration

Foster seamless teamwork by sharing emails, tasks, and messages with your colleagues, ensuring everyone stays on the same page.

Assign Emails

Delegate incoming emails to the right team member instantly, ensuring prompt responses and efficient resolution of client queries.

Create Tasks

Convert emails into actionable tasks, empowering you to stay organized and prioritize your workload effectively.

Organize messages

Keep client communications neatly organized by grouping emails and messages based on client relationships, facilitating quick access and reference when needed.

Why choose Cone Practice Management over others?

No separate Proposal Software

Send proposals from the same platform where you manage your projects. No more brittle integrations.

Includes automations, email, billing

Manage everything you need in one place, for less.

White-glove support, free migration

We'll help you move from your old system to ours, for free.

Fraction of the cost of other alternatives

Save up to 90% on software costs.

Data

Integrations

Seamlessly integrate with your existing tools

Switch to Cone and get going in 1-2-3

Templates

Access a variety of proposal and project templates and get going.

Connect your software

Connect your accounting and payment software to enhance your experience.

Free migration support

Transition data from your existing system to Cone using our free white-glove support.

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.

Run your accounting practice in a single platform

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