Our product · Proffa

Proffa: effortless engagements

Proffa is proposal, e-signature and client onboarding software for accountants, bookkeepers, consultants and agencies. Clients sign online with no login.

Visit proffa.co.nz Talk to us about Proffa

Built for accountants, bookkeepers, consultants and agencies

The Proffa proposal editor, guiding you through eight sections from title page to publish

What it does

How Proffa helps

Proposals, e-signature and client onboarding.

Professional proposals
Build clear proposals from your services and prices, with terms and payment details included.
E-signature, no login
Clients accept and sign online without creating an account, so work starts sooner.
Client onboarding
Collect client details and documents in one place, from first enquiry to onboarded client.

Real screens

See Proffa in action

Real screens from the live product, not a marketing mock-up.

Try Proffa

A proposal as the client sees it, ready to accept and sign online — Clients review and sign online, no login needed

A Proffa client onboarding form — Onboard new clients without email chains

The Proffa deals pipeline — Track every deal from enquiry to signed

Who it’s for

Accountants, bookkeepers, consultants and agencies

Proffa is designed and built by Dragon Hill Technology in Ponsonby, Auckland, and used by businesses in New Zealand, Australia and worldwide.

Built and run in-house
The same team designs, builds and supports Proffa.
Works with your tools
Connected to Xero and the systems your business already uses.
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