Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Proposal Studio for Accounting & Tax Firms. Proposal software for accounting firms, read from the brief

AI Proposal Studio is proposal software for accounting firms: a request for audit, tax or advisory services, by e-mail, form or call, is read page by page into a register of what the client asked for, written from your own knowledge and rate card, approved by a manager and sent only by a person.

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI Proposal Studio · Requirements

Proposal software for accounting firms: each requirement of a request as must, want or nice to have, real Zanus AI screen

Requirements

Each requirement of the client's brief gets its own row, marked must, want or nice to have, with how the proposal covers it.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Use the short preset with prices on request for audit requests.”

Lisa“Audit requests start from Short, prices on request: no figure printed, and the close asks for a call. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Accounting & Tax Firms use it

A nonprofit's request for audit services arrives with a twenty-page brief; every requirement is read into the register with its page.

A growing company asks about outsourced accounting; the AI asks three questions at most about what is missing before the draft.

The partner keeps the fee for the meeting: the proposal goes out with prices on request, and the client asks for a call instead.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Proposals: every request on its eight steps, with the one next thing to do
New proposal: from your own words or a mail thread, in five steps on one page
A proposal open: the request, the register, the questions, the blocks, the price and the approval
Sent & tracking: opens, last activity, validity, state and the next step
Blocks & pictures: the blocks a proposal is made of, and pictures from your Images library
Reports: requested, sent, opened, won, lost, why we lose and what the checker caught
The customer’s page: accept with his options, ask a question, decline, download the PDF
Proposal Studio settings: who writes, who asks, who approves, the length, the prices and the doors

Available on its own or inside a solution · See pricing › · Per company, never per seat.

Everything AI Proposal Studio does, for every business ›

Works withAI E-mail AI Phone AI Web Forms AI Demo AI Quoting AI Auto-Call AI Follow-up

From brief to answer

Proposal software for accounting firms, from the brief to won or lost

Read page by page

The request and every attached document, scans included, become a register of what the client asked for, each line with its page and its priority: MUST, WANT or NICE.

Written from your knowledge

Your services, your team and your method come from your Knowledge and your own blocks, at the page length you set, as a PDF on your letterhead.

Twenty checks

Every requirement answered, every claim with its evidence, every total equal to its lines: Approve lights only when none of the twenty checks is red.

Followed to the answer

Sent & tracking shows how often the client opened it and the last activity; a proposal nobody opened is a reason to call, not to resend.

Questions & answers

AI Proposal Studio for Accounting & Tax Firms: questions & answers

Can it answer a formal RFP for audit services?

Yes. As RFP response software for accounting firms, its RFP answer mode reads the request into a register, each requirement with its code, its page and its priority, and answers every one as kept, option, allowance, not offered or open. A must-have left open or not offered is yours to decide before the approval.

Does the AI write our fees into the proposal?

No. The software adds up every fee in a proposal from your firm's rate card; the AI types no figure. In this engagement proposal software for CPA firms, a proposal without a priced line shows no price table and states it, and the prices-on-request preset keeps every page free of figures.

Who sends a proposal to the client?

Only a person, after the approval; the AI handles the proposal writing for CPA firms, never the send. A manager approves up to the threshold you set and an administrator above it; the AI sends only the receipt and, where your department allows it, its questions. Every new version needs a new approval.

What happens when the client says yes?

On her own page the client ticks the options, and her full name signs the acceptance; the proposal then becomes a quote with every line priced. A lost proposal asks for the reason, and an expired one can be renewed at today's prices.

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