Evisor
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For bookkeepers building their own practice

Find your next client.
Price it. Get it signed.

Every other tool for bookkeepers starts after you already have the client. Evisor starts three steps earlier — newly registered businesses in your niche, the exact email to send them, a fee you can defend, and an engagement letter signed on their phone the same day.

Free forever plan · No credit card · Full prospect lists from $19 a month

01 · Find

Trades Restaurants E-commerce Dental Salons Property Agencies Fitness

1,284 match your filters

Halston Plumbing & Heating

NEW

Trades · 4 staff · registered 6 days ago

02 · Price

Standard $400/mo

Two other options ready to present

Above your cost floor

03 · Send & get paid

Proposal + engagement letter

One link, sent to Halston Plumbing

Signed on mobile

Audit trail captured · your payment link on the same page

Fresh registrations, priced properly, signed and paid — in one tool. Example figures.

918,390 businesses · new registrations weekly
0% payment fees — ever
Tamper-evident signature audit trail
Free plan — no time limit
Built for bookkeepers, not enterprise

If any of this sounds familiar

The hard part was never the bookkeeping.

You're certified. You're good at the work. That was never the thing standing between you and a full book of clients.

"Where does the next one come from?"

You've done the course and got the certificate. Nobody taught you how to find the businesses — or what to say to them when you do.

You freeze at the fee line.

You've undercharged at least twice because you had no idea what the number should be, and quoting low felt safer than losing the job.

"Just following up on this…"

You wrote that sentence three times last week. The proposal is still unsigned, and chasing it makes you feel like you're begging.

None of that is a bookkeeping problem. It's a winning-and-keeping-clients problem — and it's the only thing Evisor is built to solve.

The whole client journey

Six stages. Everyone else joins at stage three.

Ignition, GoProposal, TaxDome and DocuSign are good at what they do — and every one of them assumes you already have a prospect on the phone. Getting to that call is what actually decides whether a practice grows.

01 — Find

Start with a list. Not a blank page.

Pick the businesses you actually want — trades, restaurants, e-commerce, dental, salons, property, agencies, fitness, childcare, auto, logistics and more. You get real businesses you can contact today, with the intro email already written in your voice. You choose by niche, not by postcode, because the practices that grow fastest are the ones that specialise.

Why these aren't like other lead lists

You get the businesses that just registered — not the ones everyone else already emailed.

Evisor works from new company registrations, added every week, and most of them haven't appointed anyone yet. A business that registered three weeks ago still needs someone. One that's been on a bought list for three years has already said no, several times.

  • The outreach stays yours. Evisor writes the email and puts it on your clipboard. You send it from your own inbox — no mailbox connection, nothing that can burn your domain.
  • A pipeline that shows movement. Saved, contacted, replied, proposal out, signed — so you can see the machine working long before the first signature lands.
  • The answers to the four hard replies. "I already have an accountant." "What do you charge?" "Just send me some info." "Not right now." Written out, ready to paste.

Where we're live today

The United Kingdom, Ireland, Canada and Australia in full — plus New York, Pennsylvania, Connecticut, Colorado and Oregon in the US. Most members work remotely across all of it.

Your state missing? Tell us and we'll prioritise it — that list is how we choose what to open next.

See your market free →

Which businesses do you want as clients?

Dental & medical Trades & construction Restaurants & cafés E-commerce Salons & studios Property Agencies Fitness Childcare Auto & repair Logistics + more

1,284 dental & medical businesses match your filters

Visible on every plan, including free.

Riverside Dental Practice

NEW

Dental · registered 4 days ago

Whitmore Orthodontics

Dental · registered 11 days ago

Bellview Family Dentistry

NEW

Dental · registered 2 days ago

Your pipeline this month

62

Saved

28

Contacted

4

Replied

2

Proposal

1

Signed

Find Clients · product preview

What should I charge?

Essential

Core monthly bookkeeping

$250/mo

Standard PRESENT THIS

Bookkeeping + monthly reporting

$400/mo

Premium

Full service + advisory

$600/mo

Floor check passed — every option clears your cost of delivery

Pricing engine · product preview

02 — Price

Never quote a number you can't defend.

Under-pricing is the quiet killer of a bookkeeping practice, and the fee line is where most people freeze. Evisor turns the job in front of you into three options you can present, checks every one against your own cost floor, and hands you a client-ready quote that drops straight into the proposal.

  • Three options, not one number. Clients who are given a choice buy the middle one. Clients who are given a number negotiate it.
  • A floor you never drop below. Built from your real cost and the actual scope, so a busy month can't turn into an unprofitable client.
  • Market fee benchmarks on Practice. What practices of your size and niche actually charge — the number you need in January when you raise your fees.

This is the most-used tool inside Evisor. It's also the one nobody expects a document product to have — and it's free to use from day one.

Price with confidence →

03 & 04 — Propose & sign

Turn a yes into a signature the same afternoon

The moment a prospect says "sure, send me something" is the moment you either look like a firm or look like a freelancer. One link, one page, one tap — and a signature captured to a standard that stands up.

Build it

Your quote flows in from the pricing engine. Add scope, terms and your branding. Use our templates or paste the letter you already trust.

Send one link

Your client opens it on their phone. No account, no app, no printer. They read, they sign, and you're notified the second it lands.

Stop chasing

If they haven't signed, Evisor follows up on a schedule you set. You never write "just circling back on this" again.

Worth knowing

Two people can both sign the same letter. A married couple filing jointly, two partners, a director and a co-director. Ignition's Solo and Core plans allow one signature per proposal. Co-signers are included on every paid Evisor plan.

On the record

Every signature is captured with the disclosure version shown, the presentation timestamp, the signer's IP, and a document hash recorded before and after signing. Content and signatures are encrypted at rest. Download any signed PDF, any time, forever.

05 & 06 — Get paid & renew

Paid on signature. Re-papered in January.

Your payment link sits on the signature page, so the client pays in the same motion they sign. Stripe, PayPal, Wise, GoCardless, plain bank transfer — whatever you already use. Evisor takes nothing from it.

Then the part almost nobody builds for. Every engagement letter you send has an expiry date, and Evisor is already holding all of them.

In January, Evisor re-issues every engagement letter you sent last year — at your new rates.

Twenty-seven letters, one review, one send. This is the single reason Practice costs more than Starter, and it's why a practice that starts on Evisor tends to stay on it.

Start free today →

Renewals — January

27 DUE
Riverside Dental$400 → $440
Northside Coffee Co.$250 → $275
Meadow & Oak Interiors$325 → $360
…and 24 more
Annual revenue, re-papered$116,400
Uplift applied+$10,560

Renewals · product preview

Before you wonder what happens next

Your first twenty minutes, in order.

The real fear isn't the price. It's signing up, staring at a dashboard, and not knowing where to start. So here's exactly what you'll do — all of it on the free plan, no card.

  1. MINUTE 1

    See your market

    Pick the niche you want. Evisor tells you how many businesses match it and where they are — before you've paid anything.

  2. MINUTE 4

    Set your rates

    Answer a few questions about the work. The pricing engine builds three options from your real costs, with a floor you can't quote below.

  3. MINUTE 10

    Build your letter

    Start from a proper engagement letter template — scope, fees, liability, disengagement — or paste in your own. Add your logo.

  4. MINUTE 20

    Send it for signature

    One link. Your client signs on their phone, with a full audit trail. That's a real client papered properly, and it cost you nothing.

Then, when you want the businesses themselves — names, contacts, and the intro email written for you — that's what Starter opens at $19 a month.

Everything included

Replace the patchwork. Use one tool.

Most solo practices run a lead list in one spreadsheet, a fee calculator in another, a proposal in Canva, a letter in Word, and a signature tool billed per envelope. That's five tools and four places for a client to fall through.

Find Clients feed New

Newly registered businesses in the niche you pick — added every week, mostly never contacted by a bookkeeper — with the intro email drafted for you and a pipeline that tracks every reply.

Pricing confidence engine New

Three presentable options, a cost floor you can't accidentally quote below, and a client-ready quote in a click.

Proposals that look hired-for

Service-itemised, branded, readable on a phone. Your client sees something that looks like you paid a designer.

Engagement letters that hold up

Templates covering scope, fees, limitation of liability and disengagement — or paste in the letter your accountant already approved.

E-signature with a real audit trail

Consent capture, disclosure versioning, IP, timestamps, and a document hash before and after. Co-signers included on every paid plan.

Reminder sequences

Multi-step follow-ups that run without you. Reminder one, two and three, at intervals you set, until they sign or decline.

Client onboarding checklists

The moment they sign, your client gets the list: bank access, prior returns, software logins. Set once, reuse forever.

Renewal engine

Every letter's expiry tracked, and your whole book re-issued in one review — at your new rates, before the client thinks to ask.

Works with any payment processor

Stripe, PayPal, Wise, bank transfer — paste your link. Client pays right after signing, and Evisor takes zero percentage of your revenue. Ever.

Why we built this

Built for bookkeepers who hate admin

Every tool for winning and keeping clients was either built for big firms, priced like it, or started at the paperwork. None of them helped with the part that actually keeps a new bookkeeper awake — finding the next client.

So we built the one we wanted: find, price, propose, sign, get paid, renew — in one place, at a price a solo practice can carry.

You'll notice there are no customer logos or five-star quotes on this page. That's deliberate — Evisor is early, and we'd rather you judge the product than a testimonial we wrote ourselves. Being early has a real upside: you'll get answers from the person who built it, usually the same day, and the founding price you start on is the one you keep.

E

The Evisor team

Building in public · hello@evisor.app

Pricing

One client covers the year. Many times over.

No hidden fees. No percentage of your revenue. Cancel anytime. Here's the arithmetic — check it in four seconds.

What one signed client is worth

One bookkeeping client at $400 a month$4,800/yr
Evisor Practice, billed annually−$540/yr
What that one client leaves you$4,260

For comparison: lead-generation agencies serving accountants charge $150 to $600 per qualified lead. Practice includes 250 newly registered businesses every month.

Two ways to start

Done with you · One payment, not a subscription

Practice Build — we set your whole practice up with you, in four weeks.

Four one-to-one sessions with the person who built Evisor. Not a course and not a workbook — we build the actual thing inside your account, and you finish positioned, priced, papered and prospecting.

  • Your niche & offer
  • Your rate card
  • Proposal, letter & checklist
  • First 250 prospects, hand-picked
  • Your outreach, written
  • 30 days of direct access

$1,500

One time

Paid once, not monthly. Includes 12 months of Practice ($540 of it), so there is nothing to pay on top.

See what's included

We take four practices a month.

Or run it yourself

Which one is you?

Fewer than 10 clients, building your book

Starter

10 to 40 clients, running a real practice

Practice

More than one of you

Firm

Save 24% — nearly 3 months free

Free

$0

No card required. No time limit.

Set yourself up and send your first three documents.

  • Market overview — how many businesses match your niche, updated weekly
  • 3 clients
  • 3 proposals & 3 letters
  • E-signature & audit trail
  • 3 pricing-engine quotes
  • Standard templates
  • Business names & contact details — opens on Starter
Start free, no card needed

Documents carry a small Evisor footer.

Starter

$19/mo

Billed $228 a year — you save $72

Land your first ten clients.

  • 75 newly registered businesses a month — names and contacts, added weekly
  • Intro emails & follow-ups written for you
  • Pipeline tracking, saved through to signed
  • 30 documents sent a month
  • Up to 10 clients
  • Unlimited pricing-engine quotes
  • Your branding — Evisor footer removed
  • Co-signers & payment links
Get Starter

Everything in Free, under your own name.

Firm

$113/mo

Billed $1,356 a year — you save $432

Three seats, one shared client book.

  • Everything in Practice, for your whole team
  • 3 team seats included
  • Unlimited clients & documents
  • Shared template library & firm rate card
  • Roles, permissions, approvals & team dashboard
  • Consistent firm branding on every document
  • Need more seats? We price those with you
Get Firm

More than 3 seats? Talk to us — we reply within a day.

Founding rate — the first 50 practices keep these prices for as long as they stay.

Practice goes back to $79 once the cohort is full. We'll raise it for everyone who comes after — never for you.

Claim the rate

Our promise

Your first client-ready proposal — priced, formatted and ready to send — inside your first week. If it isn't, we'll build it with you on a call.

What we guarantee

The thing we control — that you finish week one with a real, sendable document instead of a blank screen.

What we won't

A signed client. Nobody honest can — that part involves you, them, and a dozen things no software controls.

Before you decide

How Practice compares to what you're probably considering

Public pricing, checked. They're good products — they just all start after you already have the client.

Evisor Practice Ignition GoProposal DocuSign
Entry price $45/mo $49/mo $75/mo $25/user/mo
Finds you clients Yes
Newly registered businesses Added weekly
Tells you what to charge Yes Yes
Proposals & engagement letters Yes Yes Yes Signing only
Two people can sign one document Yes Not on Solo or Core Yes
Renews your book each January Yes Yes
Cut of your client payments 0% 1% + $0.30
Free plan Yes, no time limit Trial only

Swipe the table sideways to see every column →

Competitor pricing from their public pages, correct at time of writing. Compare it yourself — we'd rather you did.

About the monthly send allowance

Every plan includes roughly three documents per client, per month — enough to propose, paper and re-paper your entire book in the same month, several times over. That's where the numbers come from; they aren't arbitrary.

The allowance exists because Evisor delivers on your behalf, and one account sending in bulk damages deliverability for everybody. It's a fair-use line, not a sales tactic. If a peak month needs more, message us and we'll raise it the same day, at no charge.

6

Free — 3 proposals, 3 letters, one time

30

Starter — per month

120

Practice — per month

Unlimited

Firm — per month

Cancel anytime, no lock-in Pause any month, keep your data Your signed documents are always yours No percentage of your fees, ever
One payment · Not a subscription

Some people don't want the software. They want the practice built.

Four weeks, one to one, with the person who built Evisor. We don't coach you through it and hand you a workbook — we build it with you, inside your own account. You finish positioned, priced, papered and prospecting.

What you walk away holding

  • 01

    Your niche and your offer, decided

    You leave knowing exactly which businesses you're going after, and why they should pick you over the accountant they already have.

  • 02

    Your rate card, built

    Your real cost of delivery, your floor, and three tiers you can present to anyone. You stop guessing at fees permanently.

  • 03

    Your document set, built

    Proposal, engagement letter and onboarding checklist — branded, reviewed, sitting in your account ready to send. Not templates to fill in later. Yours, finished.

  • 04

    Your first 250 prospects, hand-picked

    Filtered to your niche and market by hand, loaded into your pipeline in the order we'd work them. Not a raw export you have to sort out.

  • 05

    Your outreach, written

    Intro email, two follow-ups, and the answers to "I already have an accountant", "what do you charge" and "just send me some info" — in your voice, not ours.

  • 06

    Thirty days of direct access

    My inbox, answered the same day, while you send the first hundred emails. The month after you start is when the questions actually arrive.

Practice Build

Four weeks, done with you$960
12 months of Practice, included$540
One payment $1,500

No subscription on top of it. When the twelve months are up, Practice continues at your founding rate — or you stop. Your call, no conversation required.

We take four practices a month, because it's one person doing the work. When the month is full, the next opening is the following month.

Apply for Practice Build

We reply within a day with three questions and a time.

Most people should not buy this. If you already know your niche, your rates and your letter, Practice at $45 a month does everything you need. This is for the person who has the certificate, has the ambition, and has been staring at a blank first email for three weeks.

FAQ

The things people actually ask

Everything you need to set your practice up and paper a real client: your market overview (how many businesses match your niche and where they are), three pricing-engine quotes, the template library, three clients, and three proposals and three engagement letters sent for real, legally binding signature. No card, no time limit. What's not included is the businesses themselves — names and contact details open on Starter at $19 a month, because keeping that data verified is what costs us money.

We won't quote you a close rate, because we can't yet measure one honestly and an invented number is worse than none. Here's what we do stand behind: the businesses are real, verified and refreshed weekly; the email you send them is written for you; and the moment one of them says "send me a proposal", you can have a priced, branded, signable document in front of them in about ten minutes. Cold outreach is a numbers game either way — Evisor's job is to make sure you never lose one because you didn't know what to say or what to charge.

A bought list is a directory — the same one everybody else bought, full of businesses that have been pitched for years and have stopped reading. Evisor works from new company registrations, added every week. You're seeing businesses that were incorporated recently, mostly haven't appointed anyone yet, and in many cases have never had a bookkeeper contact them. The advantage isn't a better sales pitch — it's being first.

Public company registers and published business listings — business contact details for registered companies, not personal data scraped from anywhere. Records are re-checked weekly and anything stale drops out. Because you send from your own inbox rather than through us, you keep control of who you contact, what you say, and how opt-outs are handled — which is also how it should be for a professional writing to a prospective client.

Yes — import your client list from a spreadsheet and Evisor is immediately useful on the book you already have: engagement letters papered properly, renewals tracked, fees reviewed against the market, and every unsigned document chased without you. Plenty of people arrive for the prospecting and stay for the January renewal run.

No — and that's deliberate. Evisor writes the outreach and puts it on your clipboard. You paste it into whatever you already use and send it yourself. No mailbox connection, no OAuth, no DNS records, nothing touching your domain reputation. The relationship is yours from the first sentence, and so is control of it.

It's built for exactly that. You don't need to know what to charge — the pricing engine works it out from your costs. You don't need to know what an engagement letter should say — the templates cover scope, fees, liability and disengagement. You don't need to know what to write in a cold email — it's drafted for you. If you get stuck in your first week, message us and we'll build your first proposal with you on a call. That's the promise on this page and it's the one we keep most often.

A send is one new proposal or engagement letter delivered to a client. Drafts, edits, re-sends of the same document, reminders and renewals of an existing letter don't count. The allowance resets on the 1st of each calendar month. If you reach it, tell us — peak months are normal in this profession and we'll lift your ceiling the same day at no charge. We'd rather a human read that request than let anyone use Evisor as a bulk mailer.

The Find Clients feed covers the United Kingdom, Ireland, Canada and Australia in full, plus New York, Pennsylvania, Connecticut, Colorado and Oregon in the US. We add states in the order our members ask for them, so tell us yours. Everything else in Evisor — pricing, proposals, engagement letters, signing, payments, renewals — works anywhere in the world.

Because it does a different job, not a bigger version of the same one. Starter is built for the months when you're winning your first clients. Practice is built for the year after — it re-issues your entire book of engagement letters every January at updated rates, tells you what those rates should be, chases every unsigned document without you, and gives you 250 new businesses a month with a 48-hour head start. If you don't have a book to renew yet, stay on Starter. You'll know when you've outgrown it.

Yes. Pause any month from Settings and pick it back up when the work returns — your clients, templates and documents stay exactly where they are. Nothing is deleted, nothing is downgraded, and you aren't charged while paused.

They're yours, permanently. Export and download every signed engagement letter and accepted proposal, with its audit trail, at any point — including after you cancel. These are records you're professionally required to retain, and holding them hostage would be an unforgivable way to run a software company.

Yes — co-signers are included on every paid plan. A married couple filing jointly, two business partners, a director and co-director. Each signs their own block and each signature is separately captured in the audit trail. It's a common requirement and a surprising number of tools at this price don't support it.

No. They receive a link, open it in any browser on any device, read the document, and sign with a tap. No login, no download, no PDF to print and scan. The full audit trail is captured behind the scenes without them doing anything.

Every signature is captured with an explicit electronic-records consent gate, the exact disclosure version shown, the timestamp it was presented, the signer's IP, and a hash of the document recorded both before and after signing. Content and signatures are encrypted at rest. That's the evidentiary standard enterprise signature products charge several hundred dollars a month for. As always, if an engagement carries unusual legal risk, take advice on the wording of the letter itself.

Your next client is already registered somewhere.

Start free, pick your niche, and see how many are out there. Four minutes, no card, and by the end of it you'll have a letter ready to send.

Get in touch

Have a question?

A real person reads these, usually within a few hours. Applying for Practice Build or asking about a team plan? Say so and we'll come straight back.

See plans Start free, no card

Eva — Evisor Assistant

Typically replies within a few hours