Proposal software that automates proposals, quotes, invoicing, and payments in one platform
Simple Making Tax Digital software for sole traders and landlords
Stage
Not given
Startup
Founded
Not given
2026
Based in
US
GB
Pricing model
Freemium
Freemium
Pricing
Free trial: 14 days, no credit card required. Paid plans: Essentials and Growth plans available in USD, GBP, and AUD. USD: Essentials $9/month billed annually or $13/month billed monthly; Growth $12/month billed annually or $18/month billed monthly. GBP: Essentials £8/month billed annually or £12/mo
Free for the entire 2026-27 tax year (6 April 2026 to 5 April 2027). From 2027-28 onwards: £19.99 per year. No VAT currently added, no per-submission fees, no tiers.
Key features
Electronic signatures with multiple signer support
Sales pipeline and deal management
Automated invoicing from proposals
Automated payment collection
Accounting software integrations
Proposal renewal automation
Multiple payment method support
Client billing dashboard and visibility
Quarterly updates for self-employment income
Quarterly updates for UK property income including residential finance costs
CSV and Excel import with column mapping
AI categorisation of transactions into HMRC categories
AI pre-submission review to catch errors before HMRC
Standard or calendar quarters, chosen per tax year
Annual adjustments and final declaration
HMRC Assist feedback shown with tax estimate
Audit-ready records with timestamps and references
Consolidated expenses support for turnover under £90,000
What makes it different
Save 40+ hours per month on billing and payments
All-in-one platform combining proposals, billing, and payments
Cost-effective starting at just $8 per user per month
27% more revenue with impressive and automated proposals
Send customized proposals in less than 10 seconds
Simplest MTD software, built specifically for sole traders and landlords
No banking, VAT, invoicing or payroll - just the tax bit
AI automatically sorts expenses into HMRC categories