What is Ignition?
Ignition is practice management software built for accounting firms, bookkeepers, and professional services. It streamlines proposals, engagement letters, client onboarding, and recurring payments so you spend less time on admin and more time serving clients.
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User Guide – Getting Started
1. Set Up Your Account and Branding
After signing up, add your logo and company details in Settings. This ensures every proposal and client-facing document looks professional and consistent.
2. Create Your First Proposal
- Go to Proposals and click New Proposal.
- Choose a template or start from scratch.
- Add services, pricing (one-off or recurring), and terms.
- Customize the cover and message to match your brand.
Send the proposal to your client; they can accept and sign online.
3. Client Onboarding
Once a proposal is accepted, use Client Onboarding to collect client details, documents, and agreements. Automate reminders so nothing is missed.
4. Payments and Billing
Connect your payment gateway (e.g. Stripe) in Settings. Set up recurring billing for retainers and subscriptions. Ignition can charge clients automatically and record payments in your accounting software.
5. Integrations
Link Ignition to your existing tools (e.g. Xero, QuickBooks) so client and revenue data stays in sync and you avoid double entry.
Key Features at a Glance
- Proposals & engagement letters – Professional, customizable, e-sign ready
- Client onboarding – Centralized forms and document collection
- Online payments – One-off and recurring, with automated invoicing
- Practice management – One place for clients, jobs, and revenue
Who Is Ignition For?
- Accounting and bookkeeping firms
- Consultants and advisors who send proposals and retainers
- Any practice that wants to get paid on time with less admin
Conclusion
Ignition helps you win more clients with clear proposals, onboard them smoothly, and get paid reliably. Use the steps above to get started, and explore the dashboard and reports as you grow.
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User Responsibility: Any decision to use Ignition should be based on your own analysis of your practice needs, budget, and objectives.