Practice Management
Best for workflow-heavy firms scaling past 25 staff
Karbon, reviewed honestly
A practical operator-grade review of Karbon as a practice management spine for growing accounting and advisory firms in 2026.
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CRM & Comms
Ignition for proposals and engagement letters
Best for firms standardising proposals and recurring billing
An operator's view of Ignition as a proposal, engagement letter, and recurring billing layer for modern firms.
Practice Insider
Verdict
The short answer
Ignition continues to be one of the cleanest answers for firms that want to standardise how proposals, engagement letters, and recurring billing actually happen. Where it gets oversold is as a 'CRM'. That is not what it is.
Good for
- Standardised, productised service offerings.
- Recurring engagements with clean monthly billing.
- Firms wanting to stop hand-writing engagement letters.
Where it falls short
- Not a CRM in any serious sense, sales pipeline workflows are thin.
- Highly bespoke engagements still need real partner attention to scope properly.
- Reporting on proposal performance is functional, not deep.
Who it suits
Firms moving toward productised, recurring engagements and ready to standardise the front of the client relationship, proposal, letter, billing, into one consistent flow.
Most firms trying to standardise the front end of the client relationship eventually arrive at Ignition. The question is whether the firm is ready for what that standardisation actually requires.
What it does well
Proposal-to-engagement-to-billing as a single flow is genuinely valuable. The friction that disappears when this is set up properly is hard to overstate, especially at firms where partner time is the bottleneck on getting work formally started.
Operator take
Ignition shines when the firm has already done the harder work of deciding what it sells and at what price. Without that, it just makes inconsistent pricing look more professional. With it, it removes a whole class of weekly friction.
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Document & Workflow
Worth considering for assurance-heavy and PBC-heavy teams
Suralink as the client document layer
Reviewing Suralink as a dedicated client document and PBC workflow tool, and where it sits next to a broader practice management spine.
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Capacity & Time
Useful once spreadsheets are clearly failing
Float for capacity and resource planning
Reviewing Float as a capacity and resource planning layer for advisory and accounting firms past the spreadsheet stage.
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