From first contact to signed client — in one place.
Track leads, build polished proposals with a custom service catalog, email them directly from your Gmail, and convert signed leads to full clients — all without leaving Practice Keeper.
Lead & proposal capabilities
Lead Pipeline
Track prospective clients through your firm's sales process. Capture contact info, company name, source, and status — and convert them to full clients when the deal closes.
Proposal Builder
Build professional proposals right inside Practice Keeper. Use a rich-text template with dynamic tokens that auto-fill lead details — name, company, monthly fee, and more.
Service Catalog
Maintain a catalog of the services your firm offers. For each proposal, pick which services to include, which to list as 'available but not selected', and customize pricing per client.
Per-Lead Pricing Overrides
Override the catalog price for any service on any individual proposal. The override is scoped to that proposal — your catalog price stays intact for future quotes.
Reusable Template
Set a default proposal intro once in Settings → Templates. Every new proposal starts with that intro — and you can edit it per proposal without changing the default.
Email Proposals Directly
Preview the rendered proposal before sending, then email it to the lead in one click — using your connected Gmail account, so it arrives from your real address.
Proposals that look professional, built in minutes
Use a rich-text template with dynamic tokens like {COMPANY_NAME}, {MONTHLY_FEE}, and {CONTACT_NAME} — and Practice Keeper fills them in automatically from the lead record.
Add your services with custom pricing, preview the full proposal before sending, then email it from your connected Gmail in one click.
Service catalog with per-proposal overrides
Your service catalog defines the standard offerings and prices for your firm. On any proposal, override the price for any service — that override only applies to that proposal.
Show prospects both included services and additional services you offer — so they understand the full scope of what your firm can do, not just what they signed up for.
Close more bookkeeping clients, faster.
Join the beta and build your first proposal in minutes.
Join the beta