EngageCycle · Office #64,737

What it is

Calls itself “Proposals” and “consents”.

• Calls itself: Proposals · consents · +1

“Proposals, engagement letters, and consents for accounting, tax, and bookkeeping firms”

Where it puts itself

Rules out “per-seat fees”.

• Says it will not: per-seat fees

“No card needed for the trial. No per-seat fees.”

What it costs

Yearly plan. A free tier, free forever. Trial: “10 credits”. Has an enterprise plan. Sales on request. No monthly plan. 8 prices listed on its pages, from $2 to $1,449.

• Monthly: no
• Yearly: yes
• Free plan: free forever
• Price: 8 prices, from $2 to $1,449
• Trial: 10 credits
• Enterprise plan: yes
• Contact sales: yes

“$1,449 a year”

“$1.50 for each extra credit”

“$199 a year”

Who it sells to

Sells to businesses. Built for teams. Made for accounting, tax, and bookkeeping firms. Sells into accounting, bookkeeping and tax.

• Sells to: businesses
• Company size: teams
• Made for: accounting, tax, and bookkeeping firms
• Sells into: accounting · bookkeeping · tax

“Proposals, engagement letters, and consents for accounting, tax, and bookkeeping firms”

“Unlimited staff and clients on every plan.”

How it runs

A web app. Hosted in the cloud. Offers an API. Built with Google Analytics.

• Kind: web
• Runs where: cloud / hosted
• API: yes
• Analytics: Google Analytics

“Clients pick their options and sign on their phone from their own link.”

“Proposals and engagement letters clients sign from a link”

What it works with

Integrates with Zapier and n8n.

• Integrates with: Zapier · n8n

“EngageCycle sends each of your recurring clients a personalized proposal”

“…a webhook so n8n, Zapier, or your CRM can take it from there.”

What it offers as proof

Live, no waitlist. Try it without signing up. Publishes docs.

• Instant signup: yes
• Trial asks for: nothing

“Sign in Start free”

“Start with 10 free credits, no card needed.”