Professional services

Proposals, onboarding and check-ins, on autopilot.

Quotes that add themselves up, engagement letters drafted from answers, and onboarding that runs itself.

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Quotes that calculate

Answers add up to an estimated fee and a Good / Better / Best proposal.

Engagement letters, invoices and checklists as PDFs.

Workflows alert your team and log every client to a sheet.

Templates

Prospects describe their business; answers add up an estimated monthly fee, and they receive a Good / Better / Best proposal.

Staff fill in the client, scope and fees. OneFormAI drafts a complete engagement letter for review and signature.

New clients tell you about their business and the services they need. They get a welcome packet with a checklist and timeline.

Fill in the client and line items; the invoice PDF lays out the items with totals and tax.

Enter a new hire's details and get an onboarding task list with owners and due dates relative to the start date.

For your team: pick a client, period and services, and get the month-end close checklist with owners and due dates.

Create your firm in a minute and build your first form today.