Get the latest COVID-19 news for your firm. 

Fire up your new business engine with Intuit and Practice Ignition

When Intuit partnered with Practice Ignition, we had one goal—tune up the new business engine for our customers by streamlining proposals and automating the sales process from first contact to money in the bank. It’s a proven winner.

Image Alt Text

Here's how it works:

Create branded, customized proposals quickly

Your sales team has a successful new business meeting. Now, it’s ‘go time.’ So you draft a customized proposal for your prospective client with Practice Ignition.

Proposals get out of the gate fast

Your team chooses a proposal template that’s best suited to the client. The proposal is customized with your company’s branding, terms, and conditions, and includes a secure area where clients can enter their payment info. With the click of a button, you shift into high gear and the proposal speeds off to your client.

Clients love options, lots of ‘em

The prospective client receives an email to review the proposal. The proposal includes up to three options for pricing, services, etc.—but you can make as many proposals as necessary to close the deal. Once the client selects the best option for them, they enter their payment details and eSign the documents. You’re in the home stretch.

You get paid on time, on your terms

Now you have a new client. So Practice Ignition generates an invoice, collects and deposits the client’s payment, and updates your PI dashboard to reflect the new business win. All of this seamlessly integrates with QuickBooks Online.

Manage clients with ease

Once you win new business, you have to keep it. Practice Ignition helps you keep clients engaged with updates on scope changes, upsells, and renewals year after year.

Everybody wins.

For a limited time, try Practice Ignition for 3 months on us.
Practice Ignition offers pricing plans for firms of every size.
Schedule a demo today to learn more

Image Alt Text
Since we started using PI, the amount of time I spend doing monthly billing has declined from 8 hours to 1 hour. We have almost no AR, because the majority of our clients pay upfront when they accept their proposal, or are on monthly recurring auto-draft. Support is great, too. I highly recommend Practice Ignition.
Pam Cody, Sound Tax Accounting, Practice Ignition customer

Let the robust features of Practice Ignition drive your business forward.

Ledger integrations with QuickBooks Online to automate accounts receivable

Built-in ACH and credit card payment processing for your client payments

Pre-approved payments: simply collect your clients' payment details upfront and secure pre-approval for payments as part of your proposal. Automatically charge your clients based on the billing schedule in your proposal—set and forget it!

Review and Pay: your client will have the option to review your invoice first and pay online via our secure online payment page.

Zapier integration to connect with your favorite apps and automate repetitive processes

Workflow integrations with Intuit Practice Management to automate client onboarding

Multiple proposal options to allow clients to choose from up to three pricing or service options

Add videos from Loom, YouTube, and Vimeo to bring personality to your proposals

Custom branding including your company logo, custom brand color, and default brochure

Multiple proposal email templates for tailored customer communication

Invoice line item descriptions for more control over your customer invoices

Website integration to capture qualified leads on your site with Practice Ignition

Custom proposal templates to standardize client engagements and save time creating proposals

Test drive Practice Ignition.
For a limited time get 3 months of Practice Ignition free.