Accountant Estimates
Win more accountant work with quotes that look the part
Send professional accountant estimates clients can accept online in one tap. Collect deposits when they say yes, split the job into payment stages, and convert straight to an invoice when you're ready to bill.
No credit card required
Estimate
EST-0147
Mr. R. Holloway
Accepted online · Deposit paid · Ready to invoice
Designed for the way accountants quote
Online acceptance
Accountants' clients accept quotes online with a single tap — instant notification, clear record.
Learn more →Quote deposits
Collect deposits upfront on bigger accountant jobs so you're covered for materials and diary commitment.
Learn more →Payment stages
Break accountant jobs into milestones — perfect for phased work and bigger installs.
Learn more →Line-item quotes that justify your price
Break the accountant job into labour, materials and stages so customers see exactly what they're paying for. Clear quotes build trust — and trust wins more work than a lump sum ever will.
- Add labour, materials and custom lines in seconds
- Show totals, VAT and payment stages in one view
- Reuse saved items from your accountant list to quote faster next time
New estimate
DraftFrom accepted quote to paid invoice — without retyping
When a accountant customer accepts online, you're not starting from scratch. Deposits and staged amounts carry through, and you can convert the estimate to an invoice in a couple of taps when the work is done.
- Online acceptance with a clear audit trail
- Deposits and milestones carried into payments
- Convert to invoice and keep the same line items and totals
Quote accepted
Mr. R. Holloway accepted EST-0147 · 2 min ago
Next step
Convert to invoice
Quoted, invoiced, filed — without leaving fixdd
When accountants run quotes and invoices through fixdd, your income records stay organised for Making Tax Digital — so you're not piecing it together at year end.
Accountant estimate FAQs
Can I convert an accepted accountant estimate to an invoice?
Yes. When a quote is accepted, you convert it to an invoice in a couple of taps. Line items, totals and customer details carry over so you don't retype anything — just adjust if anything changed on site.
How does online acceptance work for my customers?
You send a link to your estimate. The customer opens it on their phone or computer, reviews the quote and accepts it with one action. You get notified straight away and fixdd keeps a clear record.
Can I take a deposit when the accountant estimate is accepted?
Yes. Set a deposit amount or percentage on the quote. When the client accepts, they can pay the deposit online by card, so you're covered for materials and diary commitment before you start.
Can I split a accountant job into staged payments on an estimate?
Yes. Payment stages let you tie amounts to milestones — for example deposit on acceptance, interim after first fix and balance on completion. It helps cashflow on larger jobs and sets expectations upfront.
Send accountant estimates that win work
Start for free — no credit card required. Join UK accountants who quote and get paid with fixdd.
Get started freeNo credit card required