Revenue operations

Boost revenue with smarter proposals – now with service packages

You’ve probably sent proposals that didn’t land — maybe the pricing wasn’t right, or the services didn’t quite align. Now, you can present up to three service packages in one proposal, each with its own pricing and scope, and guide clients toward higher-value options. Close more deals, increase average revenue, and streamline your workflow — all within TaxDome.

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Drive profitability and streamline workflows

Customizable service tiers

Add up to three unique service tiers per proposal — each with its own name, scope, and pricing.
Increased average revenue per engagement

Pricing psychology helps guide clients toward higher-tier options, maximizing revenue without extra effort.
Streamlined internal process

Eliminate duplicated proposals and disconnected tools — everything runs through your existing TaxDome workflow.
Reusable templates

Save and reuse your service packages to speed up future proposals.

Make profitability the default

Help clients understand the value of your services with structured proposals that eliminate ambiguity

Packages in proposals give them the transparency they expect, and use business-tested pricing psychology to increase average deal size.

Create a structured, professional offer with built-in flexibility

Clients can compare, select the best fit, and move forward with confidence. You reduce back-and-forth, avoid scope confusion, and shorten your sales cycle.

Meet your clients where they are

Whether you’re onboarding a new client or upselling an existing one, packages in proposals make it easy — no extra effort required.

Our client experience speaks for itself

“AWESOME improvement, now I can build out my packages ahead of tax season.”

“Excited to see this feature. Looks like I have some testing to do.”

“Hey everybody the new proposals with 3-Packages is out!!! Way to go TD!!!”

“It looks so nice I created one last night and sent it out to a client… I can’t wait for their response and choice…”

Silver Stevie Winner 2026, sales and customer service

Silver Stevie Winner 2026, great employers

CPA Practice Advisor Readers’ Choice Awards 2026 winner

Grow faster with smarter proposals

Drive profitability, simplify workflows, and eliminate extra software costs with standardized, package-based offers — all while improving client experience.

Turn prospects into clients faster

Firms using package-based proposals report a noticeable increase in conversion rates.

Increase revenue per engagement

When given clear choices, clients are more likely to choose a higher-tier package.

Exceed client expectations

Standardizing services into tiers promotes scalability and supports clearer client expectations.

Keep everything on one platform

Eliminate the need for manual workarounds or extra tools — everything happens in TaxDome.

Frequently asked questions

What are packages in proposals, and why do accounting firms need them?

Packages in proposals let you present multiple, clearly defined service tiers within one proposal.

You can create your naming system (e.g., Bronze, Silver, Gold tier) and leverage tested pricing psychology to guide clients toward higher-value choices. Firms using this model often see a measurable increase in average project value.

How much do other proposal tools cost compared to TaxDome?

Many proposal platforms charge steep fees:

Anchor: $5 per proposal + 3% client fee = ~$60,000/year for 1,000 clients
Ignition: $229/month base + $3 per client over 350 = ~$26,148/year
TaxDome: packages in proposals are included at no extra cost. You pay only standard processing fees — no per-client or per-proposal charges.

Why is this better than using separate proposal software?

Using multiple tools results in a fragmented client experience across different platforms. With TaxDome, proposals, billing, and project management stay fully integrated, creating a seamless journey for both clients and your team.

Can I implement tiered pricing with my current TaxDome account?

Yes. Packages in proposals are built into your existing workflow — no extra fees, third-party apps, or setup steps required.

What makes TaxDome’s approach different from other practice management systems?

Most systems require external tools for advanced proposal functionality. TaxDome builds it in, keeping your firm’s operations, communication, and client experience unified from start to finish.

How do tiered proposals help with client segmentation?

Clients naturally self-select into tiers, revealing their service expectations and budget. This helps you focus on high-value clients and reduce time spent on low-margin work.

Will this work if I don’t use value-based pricing?

Yes. Tiered proposals are a great way to transition from hourly billing. Start by packaging your current services, then refine over time based on what clients choose most.

Do I have to use multiple tiers, or can I send single proposals?

You choose what fits each situation. Use multiple tiers to drive revenue growth or keep it simple with one flat-rate offer. You stay in control.