Ignition: Automate Proposals, Letters, and Billing
The leading proposal and billing automation platform for accounting firms. Create proposals, generate engagement letters, and collect payments automatically, all integrated with Xero and QuickBooks.
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Accounting and bookkeeping firms (5-100+ clients) that want to eliminate manual proposal creation, engagement letter drafting, and invoice chasing.
Solo bookkeepers with fewer than 10 clients (the cost may not justify the time savings) or firms needing full workflow management (pair with Karbon for that).
“Ignition transformed how we handle client onboarding. Before Ignition, creating a proposal, drafting an engagement letter, getting it signed, and setting up billing took 45-60 minutes per client. Now it takes under 10 minutes, and payment collection is automatic.”
Reviewed from a CPA perspective after evaluating proposal-to-payment workflows for accounting firms of various sizes. Integration with Xero and QBO tested on live client data.
The features that make Ignition worth it
Everything a firm needs to turn a proposal into a signed, paying client, automatically.
Send branded proposals and engagement letters that clients e-sign in one click, with scope and terms baked in.
Clients enter card or ACH details as they accept, so billing starts the moment they sign, no chasing invoices.
Fixed-fee, recurring, or one-off invoices bill and collect automatically, Ignition reports a 91% auto-collection rate.
Signing triggers welcome emails and onboarding tasks in your connected tools, so new clients start clean.
Automatic nudges for unsigned proposals, failed payments, and upcoming renewals, with timing and messaging you control.
Import invoices created in your accounting or practice-management software and get paid for them inside Ignition.
Two-way sync with Xero and QuickBooks Online keeps clients, invoices, and payments aligned.
Dashboards surface contracted revenue, upsell opportunities, and clients due for a price increase.
Proposals are created in minutes with drag-and-drop service items, pricing options, and embedded terms, clients accept and e-sign in one step.
Engagement letters are auto-generated from accepted proposals, ensuring your firm is always covered with proper documentation.
Automatic payment collection via credit card or direct debit, accounts receivable drops to near zero for most firms.
Deep Xero integration syncs accepted proposals to invoices automatically, eliminating double data entry.
Revenue forecasting dashboard shows projected recurring revenue based on active proposals and billing schedules.
Starting at $99 USD/month, the cost is significant for solo practitioners or micro-firms with limited client volume.
The proposal builder requires initial setup time, importing existing templates and configuring service items takes 2-4 hours.
Limited workflow management capabilities, you still need Karbon or a similar tool for managing actual client work and deadlines.
Ignition vs TaxDome
Ignition pricing for professional services firms
Tiered plans based on firm size and feature needs
For smaller firms starting to automate proposals and billing.
For growing firms with multiple staff and complex pricing.
For established firms needing enterprise-level automation.
Most Canadian accounting firms start on the Core plan at $99 USD/month. The Pro plan at $199/month is worth it once you have multiple staff sending proposals or need custom branding. The Pro+ plan is typically for firms with 20+ staff or complex pricing structures.
How to set up Ignition
Here is the setup process for getting Ignition running alongside your Xero or QBO practice.
Link your accounting software so proposals auto-create invoices. Takes 5 minutes.
Create your standard services (Monthly Bookkeeping, T2 Prep, HST Filing, etc.) with pricing. This is the biggest time investment, budget 2-3 hours.
Import or create your engagement letter templates with your firm branding, standard terms, and scope of work language.
Connect Stripe or GoCardless for automatic payment processing. Decide between credit card, direct debit, or offering both.
Pick a real incoming client enquiry and send your first Ignition proposal. Most firms find clients accept within 24 hours.
How we tested
We evaluated Ignition from the perspective of a CPA running a cloud accounting firm in Canada. We tested proposal creation speed, engagement letter customisation for Canadian standards, Xero integration accuracy, payment collection rates, and overall time savings compared to manual processes. We also assessed the onboarding experience and template library quality. Pricing verified on ignitionapp.com in March 2026.
Frequently asked questions
Ignition transformed how we handle client onboarding. Before Ignition, creating a proposal, drafting an engagement letter, getting it signed, and setting up billing took 45-60 minutes per client. Now it takes under 10 minutes, and payment collection is automatic.
Ignition
50% Off Pro & Pro+ for 3 Months