Four tools, all built for accountants, all with posted prices and a trial. Ignition is the one most firms know: a proposal that becomes the engagement letter, the payment authorization and the recurring bill, from $39 a month on annual billing, with AI Price Insights benchmarking your prices and an MCP that opens the data to Claude and ChatGPT. Socket, the 2026 Xero Practice App of the Year in the UK, posts US prices from $13 a month and its AI builds a priced proposal from the discovery call. FigsFlow's US edition is free until February 2027 and then from $29 a month, and Anchor charges nothing until a payment comes in: $5 per payment received, with an MCP for drafting proposals.
It is the smallest category in the directory, which says something about the market rather than the directory: most practice-management platforms now bundle proposals and engagement letters, so check the Practice Management category too. What this group does that the bundles usually don't is price the work — benchmarks, options and extras, price monitoring — and get paid at signing.
Quick answers
How much does AI proposal and pricing tool software cost for an accounting firm?
4 of the 4 tools post a price. Among the 3 with a flat monthly price, the range runs from $13/mo (Socket) to $39/mo (Ignition). Priced differently: Anchor $5 per payment.
Which proposal, pricing and engagement-letter tools offer a free trial or a free plan?
Free trial: FigsFlow, Ignition and Socket. Free plan: Anchor.
Which proposal, pricing and engagement-letter tools fit a solo practitioner?
Anchor, FigsFlow, Ignition and Socket are listed as a fit for a solo practitioner.
Who do these proposal, pricing and engagement-letter tools serve: solo practitioners, small CPA firms, bookkeepers, tax offices or CAS practices?
Tools that name the segment on their own site: Solo practitioners 4; Small CPA firms 4; Bookkeeping practices 4; Tax offices 3; CAS practices 1.
Which proposal, pricing and engagement-letter tools work with QuickBooks Online, Xero, Drake, Lacerte, UltraTax, CCH Axcess or your practice software?
Listings that name an integration or platform: Anchor (QuickBooks Online, Xero, NetSuite, Sage, CCH Axcess, Karbon); FigsFlow (Xero, QuickBooks Online, Outlook, Microsoft 365, Stripe, GoCardless); Ignition (Xero, QuickBooks Online, Xero Practice Manager, Karbon, Gusto, ProConnect); Socket (Xero, QuickBooks, Karbon, FYI, Xero Practice Manager, GoCardless/Stripe billing). Integrations change often; confirm with the vendor before you buy.
When were these listings last checked?
On Oct 29, 2026, against each vendor's own site and pricing page. Vendors change plans often; anything a reader or vendor flags is fixed, usually the same day. Corrections: support@aiforaccountingpractices.com.