Bookgel, which raised money through a crowdfunding campaign this year, says the software generates an optimal fee via a proprietary algorithm. It prompts accountants to ask client questions, including those designed to close and upsell business.
It then sends an engagement letter for e-acceptance.
Bookgel was developed by Allan Ratafia and Marc Howard, who developed BizPayO, a platform for online payments, proposals, and automated Google reviews