You can use Cone to automate proposals, billing, and payments for accounting and professional service firms. It provides workflows for client onboarding, project management, document collection, and e-signatures through a client portal. You can send professional proposals that automatically kick-off projects after acceptance, track team tasks and deadlines, collect payments through multiple methods including ACH and credit cards, and manage your entire practice from proposal to payment in one web-based system.
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Pricing model: Free trial
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