Make a great impression on your clients and win more business with this T1 tax prep and business income proposal template.
Use this template in Ignition to:
Get started with the basics of income tax preparation and bookkeeping.
Further customize your own offering to clients.
Offer your clients three options to choose from when completing a T1 General with Business Income filed on a T2125 Statement of Business of Professional Activities.
Three service package options billed on completion:
for annual bookkeeping and sales tax
added audit protection, or
full package, including tax planning services.
Each package includes yearly bookkeeping services and yearly sales tax filing when completing a T1 General with Business Income filed on a T2125 Statement of Business or Professional Activities
Recommended pricing
Service summary, including service terms
Billing schedule
Ability to collect client payment details upfront
Digital signing capability
Option to include a personalized message, video and brochure.
Simply select this template when you create your Ignition proposal and send it to your clients in minutes. Customize services, pricing or billing, or send as is! The scope of the engagement is clearly outlined and professionally presented to your client in the online proposal. What a way to make a great impression!
Once your client accepts your proposal, payments are automatically collected, and invoices are created and marked as paid in your ledger. When you use Ignition’s world-class integrations, you can reduce admin time and automate your accounts receivable.
It takes Ignition customers half the time they used to spend to create and send a proposal using our templates. This means you’ll have more time to focus on your clients. So start your 14-day free trial today, and test drive this template.
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You'll need to create an Ignition account to use our proposal templates. You can use our readymade templates or create your own custom templates for free, as part of your 14 day trial.
After your trial expires, you'll need to sign up to any one of our subscription plans to continue using our provided templates.
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