Service Packages

A typical limited company might need annual accounts, corporation tax, VAT returns, and confirmation statements. Create a package that bundles all of these together, then apply it to a client record or proposal in one step.

After applying a package you can still adjust pricing, change billing frequencies, or remove individual services. The package is a starting point - you're never locked in.

You can also filter your client list by package using saved views, making it easy to see all clients on a given package at a glance.

Create packages for common client types or service bundles:

• New Ltd Company
• Sole Trader Starter
• Full Service
• Payroll Add-on

By default, a package's total price is the sum of the individual service prices. But sometimes you want to offer a bundled rate - toggle on package pricing and set a single price and billing frequency for the whole package.

Package pricing appears as a single line item in proposals and engagement letters, giving clients a clean, simple view of what they're paying.

Each service can have its own proposal content block describing what's included. When using package pricing, you can optionally override this with a single content block for the entire package.

This is useful when the package represents something greater than the sum of its parts - a "Full Service" package might warrant its own description rather than listing each service individually.

If you don't set a package-level content block, each service falls back to its own content as normal.