The three main things I like the most about Practice Ignition are: 1. It's ability to handle complex billing arrangements in a proposal. It is the only platform I have come across that can easily manage up front fees, with recurring billing for a fixed period, and display this easily on a proposal. 2. I love the fact that you can set the proposal to require a credit card or bank details before it is accepted. Practice Ignition then collects the funds for you. One of the most difficult parts of running a service business is getting paid, but with Practice Ignition it takes that all away because the upfront fee is billed on acceptance, then the recurring billable amount is billed as set out in the proposal. It couldn't be easier. 3. The integration Practice Ignition has with Xero and WorkflowMax (XPM) is incredible. Once a proposal is accepted, it creates the job in WorkflowMax based on the job templates you have setup in WorkflowMax, and creates the invoices in Xero. It literally takes all the administration out of running a professional services company.

There are a few features I would like to see Practice Ignition develop, but after speaking with them they are going to push it right up the priority list as they agree. These features are: 1. The ability to create a recurring rate on recurring jobs 2. The ability to set a due date on a job - at the moment this is picked up from the contract end date. My understanding is this will be sorted soon, so by the time you read this it may be sorted!

The team at PI are really helpful, from our initial conversations with them, to onboarding and set up, right through to our firm-wide roll out. They are quick to response to emails and jump on Zoom calls as and when needed. The software itself is easy to use and the UI is intuitive. Its been a learning curve for us around setting up our service library but the team have been on hand to give direction throughout. We're now starting to look at the added extras like webconnectors, videos and expending our service library to include traditional compliance services too.

This software has helped streamline our service offerings for app advisory service, helped our outline exactly what is involved or included in the scope, and more importantly what isn't. We've had great feedback from our customers when receiving proposals, and we can now create and send proposal in minutes whereas it used to take an hour or more to draft emails explaining it all. The speed of response from clients is amazing, and the turnaround from offering a service to acceptance and deployment of a job is a game changer for us.

There has been some internal resistance to using the software as accountants like to rely on the old methods of sending out paper forms to get signed off. However, it the app advisory space, we were able to use this to our advantage and get some real traction with the product before starting to roll it out across the more traditional areas of the business.

It's going to be easier and to be more in control of my clients since it doesn't matter there's no recourse once Practice Ignition chooses to believe the other person instead of the people paying for the service. I can do the same thing and work directly with any challenges instead of just sucking it up and losing thousands more.

After getting used to it, it didn't seem bad at first but then the charge backs hit without any formal notice nor warning.

A former client said they didn't receive the services, Practice Ignition asked me to defend the potential charge back but then it was a waste of my time to do anything because they took back the entire amount, on top of already having charged me for the merchant fees.

My biggest pain point is why they hold onto your money for so long before releasing it. If not for the good reviews, I would be nervous to use them for payments. I asked a customer to provide a payment via ACH so that I can get it quickly, it was debited from their account the day of and I have yet to receive my money on day 8 (business day 6). The software is indicating an estimated disbursement on day 9, so that means you may not receive the money into your account until day 10 or 11. In my opinion, this is excessive for an ACH payment and makes me concerned about their ability to manage cash. I have another payment via credit card that was pushed back an additional day and we're on day 7 and I have yet to receive it. If you are tight on managing cash, ask the customer to mail you a check or use QuickBooks for the invoice, you will get your money much faster. There were instances during tax season where I setup a proposal to collect a deposit at proposal acceptance and when it was time to close out the account, it was never charged, so you should double check your invoices. Once you get used to using the product, it is nice to have for proposal management and has an effective dashboard and ease of use to follow up with customers. I have yet to have a dispute from a customer about the contract, so their templates are excellent. The customer names don't integrate well with ProConnect and double your customers, which can be quite annoying.

Professional interface for customers, ease of signing proposals and entering payment details for automatic processing. Dashboard for revenue and proposal management.

Slow to process payments even ACH payments can take 7 business days. I have found that on several occasions that customer tax return deposits were not processed even though it was setup to pay at acceptance. Expensive monthly fee for small firms.

Amazing - support team are great, I was set up and they even did some graphic design on our brochure.. ten minutes in I felt supported and knew it was the right decision!

The ability to look and feel like a big professional outfit even when you are a small firm. Our proposals look just as good as any prepared by the mid tier. The automatic billing and collections plus engagement letters and proposals literally save me hours on hours of work!!

The last piece for me is the direct debits in NZ - other than that it's perfect!!

Customer service and help is amazing. Instant replies and support.

The integrations with Karbon and Xero.When a proposal is signed Ignition intelligently creates the predetermined job and contact in Karbon. This allows for a seamless experience and job management. Having engagement letters and the ability to manage payments are also very important and useful.

We would love to be able to automatically on charge bank and card processing charges without having to include this in our proposal. More integrations (without zapier) to software like hubspot. Also an improved integration with Karbon (where we can sync contacts and jobs without having the proposal being accepted).

It is very user-friendly and works amazingly within the Xero ecosystem. Our entire team uses it daily and pairing it with Loom videos it really brings a WOW-factor to our clients. Our Onboarding close rate definitely increased significantly!

It’s not a full fletched CRM like Insightly or Hubspot of course but can’t complain for the subscription price. More reporting around leads tracking and product type sale % will be awesome to have.

Super easy to use, the team are so friendly and supportive, clients find it very professional

We've been using Ignition since 2013 and find it very easy to use. Clients also like the experience, and find it very professional. It's very customisable, allows us to send quotes and proposals very quickly.

Would love pricing to be built into the software. We currently build fee quotes in a google sheet.

Truly fantastic customer support and onboarding support. they have gone way over above and beyond to get us up and running

Deals with onboarding compliance like letter of engagement and taking payment option

no complex billing scheduling (coming soon)

This product has a lot of functionality but the engagement letter process gets an A+. It provides a very professional and polished presentation for our clients. It is also easy to use and implement.

Practice Ignition delivers a professional, eye catching engagement letter quickly and efficiently. The support team goes out of their way to ensure a successful implementation and the product is easy to use.

One drawback is that the support team is located in Australia which poses some timing challenges.

Great. The onboarding process was very thorough and this software became a key part of my business.

How easy it is to use, I use Ignition on a daily basis for drafting proposals and collecting payments. It has saved so much time instead of me chasing manual payments.

The fact that it is missing AML functionality in NZ. This would round it off nicely.

First class experience with the whole PI team and the PI software. As mentioned above, it is a game changer for us.

We have been using Practice Ignition for over three years now. its a no-brainer and a game changer. Having my AR 100% automated has saved us a lot of time performing AR/Collection tasks. It also greatly helps with our cash flow as it auto charges each client each month at the begging of the billing period as opposed to the end. PI is easy to use and does it all.

It does take 5-7 business days to receive the deposit, but I believe this is beyond the control of PI.

First class from the very beginning. Could not be more helpful and regularly touch base to make sure all okay and using the software to its full capacity.

Easy to use software with little tuition required. Set up and off and running sending proposals in no time. Lots of support assistance available with fast response times to queries. It has been a game changer in our company, saving so much time with client proposals and improving our internal efficiencies.

Would like to be able to add more notes to a client proposal after it is signed. eg. reminders or comments about the proposal or the client.

It’s been pleasant. This product came highly recommended by other accountants, so we gave it a shot. Again, from the client side, it’s nice to have them sign one agreement for multiple contracts. The dashboard is great, and the automated reminders really save our staff time following up on contracts that go out. If they could provide more than 1 template option, we’d have scored higher.

We moved to Practice Ignition after using a few other contract management platforms, because we felt it offered a better experience for our clients. It does in offering one signature for multiple contract types (tax, consulting services, implementation services, etc). It is superior to other platforms from that standpoint. We also felt the co-branding was better. Also, greatly appreciate the automated reminders.

By far & the reason I did not score higher, was the fact that we are limited to one template when sending contracts. We send new engagement agreements and renewal letters via Practice Ignition, but the template that accompanies each agreement can not be customized. The email template we send to new clients needs to be different than the email template sent to renewal clients, but I have been told it can’t be changed. This does not allow for a productive workflow.

I love that: 1. You can attach a business profile with your proposal 2. Show a breakdown of your services and give a brief description of each. This really adds value 3. Set up reminders for clients to accept proposal 4. Send invoices directly to Xero once a proposal is accepted 5. With the help of Zapier, send work flows to Asana

The challenge is that the invoices sent to Xero are sent without their tracking categories. One has to manually update these invoices for tracking categories. A feature that send these invoices with tracking categories would be great.

Since i have started using Ignition, i have saved time on admin and payment collection. i would say it has been a game changer for my business.

The easy of use. Payment collection based on contract and ability to scale.

i would say the cost, but its subjective as the more clients you have the more you you can save

We set up all of our billing through Practice Ignition. Clients need to put in their credit card details or banking details before they can accept/agree to a proposal. This means one less thing we need to do - chase payment from our client. The only time we need to do this is if a payment is not able to be collected. Overall, a very simple, brilliant program to use. I love the HelpDesk as they are generally very quick to respond to our queries, no matter how trivial. Setting up a proposal for my Manager to review prior to it being sent is a brilliant little feature also. I recommend trying this for yourself.

Where to start. From setting up templates for future use, to sending reminder emails of when the proposals are signed, due for expiration, weekly review, to quick turnaround times from the help desk - what's not to like?

Not to be negative on a great product, but if you're looking for an invoice, you need to open each proposal for the client in the proposals list to be able to access the invoice tab, to search through each invoice to find the one you need. On the upside, as soon as the invoice is raised it sent to Xero which is time saving plus!

Great product for Accountants and Bookkeepers looking to move to a package / upfront billing model. Particularly good for our firm, as it integrates into our client database, and deploys our job flow once a proposal has been accepted. It also has website connector, so we can sell our services on our website, and initiate the on boarding process from there. Provides analytics and internal notes which is also really helpful. Additional reporting would be nice.

All in one solution. Client engagement documents, jobflow deployment, billing.

Can take a while to get your head around.

We have been using it for around 2 years now and it has made giving life so much easier! Sending and giving quotes to clients as well as detailed description of all of our services has made it so much smoother.

Definitely the ability to make payment/conditions around when clients pay. It makes it very flexible. It is also quite easy to use, in particular the classic PI.

I haven't had much training with the New Proposal Editor but it is quite a lot to look at.

great for proposals and cash flow very flexible with different ways of payments, if the client is right infront of you they can check the email right through there phone.

the only complain is having to wait 2 weeks for the disbursal, everything else with Practice Ignition works great.

automated collections, it made my life a lot easier and improved our cash flow and overall collections.

It is not connected to Karbon. If it was connected to Karbon, we could start automating some of the the onboarding steps.

Client communication - letting them know upfront what my services are going to cost, and having them agree to it so there are no surprises. We've been doing this with clients for a few years but this software has saved me hours every week by simplifying the process and cutting out manual work. Cashflow improvement - for known or suspected bad payers I can choose that they must enter bank details for a Direct Debit before accepting the proposal. It makes the conversation easier - "I can't start the work until we have an agreement in place". It removes all the time I used to spend chasing debtors.

It solves several problems in my business so is great value for money. I can customise how I use it to suit my own workflows and clients. It's simple without compromising effectiveness.

There's nothing I've found that I don't like. A few times I've thought the software didn't contain a certain functionality, but after asking support they were able to turn a new feature on for me to test.

* Saves time (proposal writing went from 3 hours to 15 minutes!!) * Saves money being left on the table * Enables digital payments including direct debits * Enables the sales process to scale * Usable and functional * Support is A1 and the team's communication is fabulous

The navigation. Sometimes I get lost clicking on things, but it's so minor it doesn't matter. This review requires more words before it submits, but I don't have any - hence this wasteful third sentence.

Excellent

The ease of creating engagement letters and the automated follow up of clients

I would like enhanced flexibility with the pricing of services