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Ignition

Streamline the way you engage with your clients by having one place to propose, bill, and get paid.

How Ignition powers your firm

Everything in one place

Ignition brings everything you need to engage clients and get paid effortlessly in one place. From selling your services and creating impressive digital proposals, through to automated invoicing and payment collection, Ignition helps you to build strong relationships that work for you and your clients. Win win.

Online proposals that create lasting impressions

Start client relationships on the right foot with impressive online proposals that are simple to prepare, effortless to send, and convenient for clients to sign on the go.

Clients love options, lots of ‘em

The prospective client receives an email to review the proposal. The proposal includes up to three options for pricing, services, etc.—but you can make as many proposals as necessary to close the deal. Once the client selects the best option for them, they enter their payment details and eSign the documents. You’re in the home stretch.

Compliance has never been more clear

Set the right expectation with automated engagement letters that outline your services, pricing, billing frequency, and engagement terms. All in one easy-to-sign online proposal.

Collect e-signatures for faster acceptance

Make it easy for clients to digitally sign your proposal and engagement terms, wherever they are. With multiple signatures, up to ten people can sign a single proposal to safeguard your business.

Say hello to zero accounts receivable.

Take the hassle out of the money conversation with automated payments that make it convenient to pay, and get paid. No more chasing clients.

Ignition customers spend 6x less time and save up to 32 hours per month billing, collecting and reconciling payments*

Let the robust features of Ignition drive your business forward

Ledger integrations with QuickBooks Online to automate accounts receivable.
Built-in ACH and credit card payment processing for your client payments.
Pre-approved payments: simply collect your clients' payment details upfront and secure pre-approval for payments as part of your proposal. Automatically charge your clients based on the billing schedule in your proposal.
Review and pay: your client will have the option to review your invoice first and pay online via our secure online payment page.
Zapier integration to connect with your favorite apps and automate repetitive processes.
Workflow integrations with Intuit Practice Management to automate client onboarding.

Multiple proposal options to allow clients to choose from up to three pricing or service options.
Add videos from Loom, YouTube, and Vimeo to bring personality to your proposals.
Custom branding including your company logo, custom brand color, and default brochure.
Multiple proposal email templates for tailored customer communication.
Invoice line item descriptions for more control over your customer invoices.
Website integration to capture qualified leads on your site with Ignition.
Custom proposal templates to standardize client engagements and save time creating proposals.

Since we started using PI, the amount of time I spend doing monthly billing has declined from 8 hours to 1 hour. We have almost no AR, because the majority of our clients pay upfront when they accept their proposal, or are on monthly recurring auto-draft. Support is great, too. I highly recommend Ignition.

Pam Cody,
Sound Tax Accounting, Ignition customer