From proposal to engagement, on record.
Set up each client's services with the compliance rules that apply, send a fee proposal from your templates, and turn the accepted lines into engagements. Acceptance is recorded with a typed name and an e-mailed code.
Proposal for professional services
Monthly GST returns (GSTR-1 and GSTR-3B), with reconciliation against GSTR-2B and a review of IMS actions.
Income-tax return for the year, with the computation under both regimes and a check against AIS.
Quarterly TDS statements and a review of challans.
Acceptance
Accepted by Rahul Kapoor · e-mail code verified
What you can do with Engagements & proposals.
Services per client
GST, ITR, TDS, ROC, audit, bookkeeping, payroll and advisory, each with a fee, frequency, assignee and reviewer.
Rules that fit
Pick a service and the calendar rules that apply to the client are suggested, so the recurring tasks follow.
Letter templates
An SA 210 engagement letter, GST and ITR retainers, a bookkeeping letter and a fee proposal, filled from the practice and the client.
Fee suggestions
The median and quartiles of your own fees for the same service and client size, with the hours it usually takes.
Accepted on record
The client types their name and an e-mailed 6-digit code; the name, e-mail, time and a fingerprint of the text are kept.
Scope alerts
Get an alert when logged time reaches 80% and 100% of the hours quoted for an engagement.
Price from what your practice already charges.
Fee suggestions come from your own engagements: annualised fees for the same service and client size, the hours each client takes in a year and your hourly rate. It is arithmetic on your data, not a guess.
Median / year
₹36,000
Hours / year
28
Like clients
14
How Engagements & proposals works.
- 1.
Set up services
Add the client's services, each with its fee, frequency, people and the calendar rules that apply.
- 2.
Send the proposal
Fill a fee proposal from a template and send it to the client's portal link by e-mail.
- 3.
Accepted, then engaged
The accepted lines become the client's services, and the compliance calendar makes their recurring tasks.
Xegality prepares and checks the work, and a member of your practice reviews and approves it before anything reaches a client. Returns and forms are filed by you on the government portals: Xegality is not a GSP or ERI and never asks for your clients' portal passwords.
Engagements & proposals, explained.
Still curious? Talk to our team.
How does the client accept a proposal?
Where do fee suggestions come from?
Which letters are included?
Does accepting a proposal create tasks?
Engagements & proposals shares its work with the rest of Xegality.
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