Compliant proposals and engagement letters with a pricing engine that protects your margin — and MTD ITSA automation built into the workflow itself. Stop giving away quarterly work at annual prices.
Published pricing · Monthly billing · Cancel anytime
Every sole trader and landlord over £50k now files quarterly — and everyone over £30k joins them in April 2027. That's five service events a year where there used to be one, and every affected client needs a repricing conversation and a new engagement letter. This is a one-time, market-wide re-papering event. It's happening now.
Competitors treat MTD as a template. Engage treats it as an engine — wired through assessment, pricing, proposal and letter.
Each client is checked against the MTD income thresholds — so you know exactly who's affected, and when.
Plain-language obligation summaries your clients actually understand — what quarterly filing means for them.
Pre-configured MTD service packages flow through the pricing engine, protecting your margin on quarterly work.
A compliant proposal and engagement letter with MTD scope built in — generated, sent and signed in minutes.
From new enquiry to sent proposal before the kettle boils. Speed wins work — the first credible quote usually does.
Your services, your rates, applied consistently. Never under-quote in the moment again — the engine holds the line.
Proposals and engagement letters that look like they came from a firm ten times your size — because presentation prices the work.
Every MTD client's filing calendar in one place. Five deadlines per client per year, none of them missed.
Multi-tenant architecture with role-based access — built for bookkeeping networks, franchises and multi-office firms.
Build and send a proposal from the client's kitchen table — while the competition promises to "get something over this week".
| Word + PDF | Legacy proposal tools | Engage | |
|---|---|---|---|
| Time per proposal | An evening | 15–30 minutes | Under 5 minutes |
| Pricing discipline | Whatever felt right | Pricing methodology | Margin-protecting engine |
| MTD threshold assessment | Manual | Template at best | Built-in engine |
| Quarterly deadline tracking | Spreadsheet | Not their job | Per client, automatic |
| Typical cost | Free (paid in evenings) | ~£60+/mo | Challenger pricing, published |
| Multi-practice support | n/a | Varies | Multi-tenant + RBAC |
Still building proposals by hand? You're paying in evenings and underpricing. Engage recovers both — time saved and fees corrected.
Switching at renewal? Bring your pricing model — it imports as the engine's inputs, and you keep the methodology without the price tag.
Quarterly bookkeeping + filing packages are your growth product. Engage packages and prices them properly — pre-configured, compliant, ready to send.
One platform, many practices — with role-based access keeping every office's clients, pricing and proposals cleanly separated.
Transparent monthly plans, cancel anytime. No "book a demo" wall — start a trial and send a real proposal today.
Solo
Individual accountants
£29+VAT · 1 user / mo
Practice
Growing firms
£59+VAT · flat team / mo
Network
Multi-practice & franchise
Custom · per network
Switching from another proposal tool? We'll rebuild your pricing matrix in Engage — free. Prices exclude VAT.
Send your first proposal today — stopwatch running. The firms doing this in Word will still be at it in March.