Plan Recommendation

Enter information about your practice to get a recommendation on the right plan for you. We will recommend the best plan at base cost, alongside the costs of your add-on subscriptions and documents to give you an estimated monthly total.

Answer the following questions to find your plan

How many documents do you need monthly?
How many documents do you need monthly?
How many documents do you need monthly?

Documents refers to the volume of invoices and receipts you process monthly. Our AutoEntry application helps eliminate the need to enter these manually.

How many bank statements do you need monthly?
How many bank statements do you need monthly?
How many bank statements do you need monthly?

The volume of bank statements that require processing monthly can be supported by our AutoEntry application to reduce the need for entering these manually.

How many client proposals do you produce each month?
How many client proposals do you produce each month?
How many client proposals do you produce each month?

GoProposal is our client engagement application that helps you send automated, professional proposals on the spot with a pre-prepared library of customisable proposals

How many smart engagement letters do you send each month?
How many smart engagement letters do you send each month?
How many smart engagement letters do you send each month?

Engagement letters detail scope of agreement, terms, and costs. Our GoProposal application helps you create and send compliant smart engagement letters within minutes.

How many KYC risk assessments do you complete each month?
How many KYC risk assessments do you complete each month?
How many KYC risk assessments do you complete each month?

GoProposal KYC (know your client) risk assessments are designed to support you and your team in fulfilling your Anti-Money Laundering obligations whilst giving you complete confidence in the process.

Essentials

Base plan

Free

£0.00

per month / excl. 20% VAT

You save £0.00/mo compared to the Standard plan

Overage costs 

Extra costs based on your answers

£0.00 +VAT/mo

Recommended Plan

input A = 10

input B = 5

input C = 1

input D = 1

input E = 1


//Validation if 5 questions answered

all-answered = false


//cost per item per plan+ validation if negative value

p1-a-cost =

p1-a-total-cost = 0.00

p1-b-cost =

p1-b-total-cost = 0.00

p1-c-cost =

p1-c-total-cost = 0.00

p1-d-cost =

p1-d-total-cost = 0.00

p1-e-cost =

p1-e-total-cost = 0.00


p2-a-cost =

p2-a-total-cost = 0.00

p2-b-cost =

p2-b-total-cost = 0.00

p2-c-cost =

p2-c-total-cost = 0.00

p2-d-cost =

p2-d-total-cost = 0.00

p2-e-cost =

p2-e-total-cost = 0.00


p3-a-cost =

p3-a-total-cost = 0.00

p3-b-cost =

p3-b-total-cost = 0.00

p3-c-cost =

p3-c-total-cost = 0.00

p3-d-cost =

p3-d-total-cost = 0.00

p3-e-cost =

p3-e-total-cost = 0.00


//Plan 1 calculation

p1-overage-cost-calc =

p1-total-cost-calc =

p1-savings =

//validation if negative value

p1-savings-data = 0.00


//Plan 2 calculation

p2-overage-cost-calc =

p2-total-cost-calc =

p2-savings =

//validation if negative value

p2-savings-data = 0.00


//Plan 3 calculation

p3-overage-cost-calc =

p3-total-cost-calc =

p3-savings =

//validation if negative value

p3-savings-data = 0.00


//Results

result-plan-name = Essentials

result-base-plan = 0.00

result-overages = 0.00

result-savings = 0.00

result-closest-plan = Standard