GoProposal vs Practice Ignition and why?

  • 17 May 2023
  • 9 replies

Both companies claim to work well with Karbon, but I’d like to know about your experience and why you chose one over the other.  We’re leaning towards GoProposal, but it appears that most Karbon users using this type of app prefer Practice Ignition.  Does Practice Ignition integrate better?  Is there less manual work in Karbon after signing an engagement? Please share your experience so we can make an informed decision.

Thank you!

9 replies

Userlevel 7
Badge +19

Hi @Marshall Martin, welcome to the Karbon community! 😁

We use GoProposal. I like some things, but I don’t recommend it for these reasons:

  • A few detail items that bug me:
    • If you press enter anywhere while filling out the form, it’s the same as hitting submit. There’s almost always an error, so it doesn’t move you to the next screen, but it’s annoying and demonstrates the lack of attention to detail while designing the app.
    • Adjusting the prices is finicky. It does a little refresh after you adjust the price up or down one dollar. Sometimes the refresh doesn’t go through, and you’ll adjust a few items that don’t actually end up going through.
  • Work sync to Karbon dumps all the work on one client (even if you have multiple entities in the proposal) and assigns all the work to the salesperson with no due date and a start date matching the proposal acceptance date. Lots of clean up to get the work items to the right start and due dates, recurrences, and assignees. It’s almost not worth syncing with Karbon in my opinion, lol.
  • Invoices synced to QBO needed to be set to recurring and payments turned on (if you use that). Our engagements are set up for automatic ACH, so we end up creating a sales receipt in QBO and inputting the client’s submitted ACH information. I often end up deleting the invoice in QBO and starting from scratch with a sales receipt.
  • Emails from the software are pretty ugly.
  • I like the engagement letter generation features (generates engagement letters based on the services selected), however we have some services that are incompatible (attestation services vs. non-attestation services), and there’s no way to add those business rules to the engagement letter, meaning someone could add attestation and non-attestation services to the same engagement letter, which results in contradictory engagement letter language. Bad news for us.

The only integration value I experience from GoProposal:

  • Adds work templates to work in Karbon
  • Looks up contacts in Karbon and QBO when creating proposals

I like the presentation of the proposal and engagement letter PDFs. The other integration features are either value negative or neutral, in my opinion.



Userlevel 3
Badge +4

We use Ignition...

The one downside for us is that you have to engage every time you want to charge more. For example, if we do an ad-hoc service we can’t just auto bill the client, we have to create an engagement letter that they have to execute. We found a work around, if there are ad-hoc services that are highly likely the client will need we add them as “as-needed” services and select to bill manually. That way the client already accepted them and when we do the work, we can go into Ignition and bill the time without having to create a new EL. 

We have our work templates integrated with Ignition on a 1:1 relationship to the services. The work is then assigned to a “ghost” user in Karbon so we can determine what work is new vs old. I like this type of relationship because we never have to wonder if the work was setup correctly, if the client engaged then we have it in Karbon. We have the same problem as Max in that the work’s start date and end date correlate to the start & end date for the proposal, for us this is something we have to adjust as we are assigning the work to our team. 

In comparision to what Max is saying about GoProposal, I like the emails from within PI, you can share links to the proposal and it sends auto reminders to clients that they need to complete the EL. We have videos that we include with the EL, one when they receive it along with a personalized note about the engagement, a PDF about our timeline and processes, a thank you video when they complete the EL along with another note about what to expect next. It’s a very clean process and allows us to customize to our branding very well. 

Overall the customer service at Ignition has always been very helpful if I ever need anything. 



@max @Ashley Rhoden Thank you both for your valuable comments and insight on these two apps.  It’s greatly appreciated as we try to navigate through this decision making process.  You both shed light on some pros and cons that we weren’t previously aware of and this is very helpful.


My experience with Practice Ignition customer service have been horrible. When I left a bad review of the product and told others of my experience their head of customer service had my account removed and banned me from the platform. If you have a small or minority owned firm I do not recommend working with them. Also, for some reason, the company doesn’t seem to be growing. Their customer base is small and, last time I checked, they’re creeping away from their core brand and trying to broaden the appeal of the product to other professional besides accountants (I don’t like that).

1 star do not recommend 


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Userlevel 2
Badge +1

I have used both platforms @Marshall Martin.  I started with Go Proposal, and moved to Ignition after ~yr.  I’ve been using Ignition for ~3yrs and wouldn’t consider going back.  I’m sure GoProposal has worked to bridge the gap in functionality, but this is what I experienced….

Go Proposal Pro/Con (again, based 3yr ago):

  • Pro:  was cheaper than Ignition
  • Pro:  I liked the “for future consideration” option (I think they called it the Client Roadmap)
  • Neutral:  when I was using it, they didn’t have functionality to auto-collect payment, so a huge downside at the time.  I *think* they collect payments now, so calling it “neutral”
  • Con:  I couldn’t auto-bill clients, so I was always chasing client for payment, even when they had 100X my fee sitting as free cash flow in their checking or savings account.
  • Con:  So very clunky to create a proposal that wasn’t strictly flat fee.  If there was anything wonky in the billing (i.e. deposit of X,  balance due on completion), it was a total pain
  • Con: No option to “recommend” a particular value pricing option
  • Con:  at the time, there was no integration with Karbon
  • Con: There was no integration with Gusto for billing variable payroll fees (i.e. per EE fee)

Ignition Pro/Con

  • Pro:  I require a method of payment and bill in advance.  I have $0 in AR, always.  
  • Pro:  Super predictable cash flow
  • Pro:  SO.Many.Options for billing scenarios, and proposals
  • Pro:  Integration with Gusto so my variable fees (i.e. per EE on a payroll subscription) AUTOMATE by simply linking Ignition to Gusto
  • Pro:  Ability to create multiple “projects” in a proposal, with various services as subsets of each project
  • Pro:  integration with Karbon.  I LOVE this.  I link each service in Ignition to a Work Template in Karbon.  When they accept the proposal in Ignition, it auto-creates the first work item in Karbon. 
    • I do have to go into Karbon and tweak the start/due dates and recurring templates, but at least I know what they signed up for
    • I add a Karbon work template for new client onboarding and also include that as a “service” on every ignition proposal, so that when they accept, it auto-kicks a Karbon Work item for Onboarding
  • Pro:  When I signed up I had a guy that met with me for like 4 hrs (an hr at a time) to set up my engagement letter, SOW format, library etc etc.
  • Pro: Value Pricing options, with the ability to mark one as “recommended”
  • Pro:  Ability to add on a service pretty easily and auto-bill.  You create a new proposal and then mark it as “accepted on behalf of client” if you’ve already outlined the exact price, and they’ve approved.  There’s no requirement that you email the proposal and then wait for them to accept.
  • Pro:  New function where you can create a “Renew” of an existing engagment.  I’m planning to use this as a way to update pricing in Dec for the new year 
  • Pro:  Being able to record and kick off an automatic “thank you” or “next steps” video, etc.  Super slick.
  • Pro:  I have an actual account manager that I can schedule a call with if I can’t figure something out, and she reaches out qtrly to book a check-in mtg
  • Pro:  A pretty decent Dashboard to tell you various metrics for your biz.  I wish they had a specific metric on it though for MRR
  • Con:  the price of “premium” credit card payments is spendy!!!  3.6% for me right now.  I’ve started changing new proposals to accept ACH only

Like I said, I’m sure GoProposal has changed dramatically in the last 3 yrs, but I’d (probably) never go back.  The change from them to Ignition was like jet fuel for my proposals.

@leeseinmt Thank you so much for your thoughtful response and detailed pros and cons of each.  Very useful information!

Userlevel 2
Badge +1

Good luck @Marshall Martin !

Userlevel 7
Badge +10

Another Ignition user here @Marshall Martin 

I don’t have much to add to the great points already made.  I feel like Ignition is making changes that really appeal to me like setting up templated messages for Intro and Next Steps (I feel this is a fairly new feature but maybe I just discovered it).  

I am very happy with the integration with Karbon though I wish it would also bring over the fees, we would find that useful.

We also use the dummy team member to receive the assignments from Ignition, which is incredibly useful to see what has come in which out taking over anyone’s Triage.

Good luck!