Your system will come pre-loaded with services that we deliver in our own firm, and based on our research with other accountancy firms and leading businesses.
Our pricing wizard will also help you with a starting point when setting up your fees.
You can tweak all of the services and fees that you start out with, and add or remove as many services you need so everything is exactly as required.
Line items are your services in GoProposal. You can find these in the admin area of your app from configure > line items and this page is an exact replica of the services you will see in your create proposal tool.
From this page you can add in any services you need, remove those you don't want and edit your fees. To set these up, learn more about configuring your line items.