How strively compares
See how strively compares with the onboarding and proposal tools UK accountants use most, on the work that takes up the most admin when you take on new clients.
Last checked 27 October 2026 against each tool's public website.
The short answer
Most tools help you send a proposal or bill a client. strively is the only one here that automates the whole of onboarding: it screens enquiries against your rules, keeps a waitlist for busy periods, books meetings and tracks every lead, then sends a fully customisable web proposal and onboards the client with an e-signed engagement letter, AML checks and direct debit set-up.
strively and the alternatives at a glance
The features that save the most admin. Hover over an icon for detail, or open a comparison for the full picture.
YesPartly, add-on or separate toolNo or not found
| Feature | strively | IgnitionCompare → | GoProposalCompare → | FigsFlowCompare → | SocketCompare → | Better ProposalsCompare → | PandaDocCompare → |
|---|---|---|---|---|---|---|---|
| Enquiry screening | Yes: Auto accept or reject | No: Forms add-on, no automatic accept or reject | No: No website enquiry form | No: Forms only | No: Collects leads only | No: Forms are for clients after they sign | No: Web forms, no automatic accept or reject |
| Waitlist for busy periods | Yes: Still screened, with your own message | Not found | Not found | Not found | Not found | Not found | Not found |
| Meeting booking | Yes: Google and Outlook | No | Not found | Not found: Calendar sync only | Calendly: Separate account | Calendly: After signing only | Not found |
| Lead tracking | Yes: Conversion by stage and team performance | Deals add-on | Not found: No built-in CRM found | Yes: CRM pipeline | Leads add-on | Through CRM integrations | Not found: Document analytics only |
| Web proposals | Yes | Yes | No: PDF only | Yes | Yes | Yes | Yes |
| Engagement letters | Yes: UK format | Yes | Add-on: OverSuite | Yes | Yes | General contracts | General contracts |
| AML checks | Yes: AML HQ | Yes: AML Compliance | Add-on | Yes: £3.50 a check | Yes: Through Xama | Not found | Not found |
Head-to-head comparisons
Features, pricing for firms of different sizes, what each tool does well and how to switch.
strively vs Ignition
Ignition: best for invoicing and recurring billingIgnition is built to bill clients. strively automates everything before that, from the first enquiry to a signed engagement letter.
Read the comparison →strively vs GoProposal
GoProposal: best for recurring billing on SageGoProposal is built around proposals and recurring billing. strively automates onboarding, with no add-ons.
Read the comparison →strively vs FigsFlow
FigsFlow: best for onboarding plus practice managementFigsFlow adds practice management. strively screens enquiries and books meetings for you before the proposal.
Read the comparison →strively vs Socket
Socket: best for low-cost billing with XeroSocket suits low-cost billing with Xero. strively automates the work before the proposal and onboards the client.
Read the comparison →strively vs Better Proposals
Better Proposals: best for proposal software onlyBetter Proposals sends proposals. strively screens, books and onboards the client too.
Read the comparison →strively vs PandaDoc
PandaDoc: best for general documents and e-signaturesPandaDoc is general document software. strively is built for UK accountancy practices.
Read the comparison →Looking for an alternative?
If you're moving away from one of these tools, see the best alternatives for UK practices, with who each one suits.
How we compare
We make strively, so we've tried to be fair. We check each tool against its public website and pricing page, and compare them on the work that takes up most admin time when a UK practice takes on new clients.
Every comparison says what the other tool does well and who it suits better. Where we couldn't find a feature, we've said "Not found" rather than "No".
Spotted something out of date? Email info@strively.io and we'll correct it.
Frequently asked questions
What is the best client onboarding software for UK accountants?
It depends on what you need. strively is built for UK practices that want onboarding to run itself: it screens enquiries against your rules, keeps a waitlist for busy periods, books meetings, tracks every lead, sends fully customisable web proposals and onboards new clients with e-signed engagement letters, AML checks and direct debit set-up. Ignition, GoProposal and Socket are stronger if recurring billing is your priority, and FigsFlow if you also want practice management.
Which onboarding tools screen enquiries automatically?
Of the tools we compared, only strively. Its enquiry forms check every lead against your own rules and accept or decline it automatically. The other tools collect enquiries, or none at all, but someone still has to read each one.
Which tools have a waitlist for busy periods?
Only strively. When the waitlist is on, enquiries are still screened, prospects get your custom message letting them know you'll be in touch, and they're added to a separate list to contact when you're ready.
Which tools are priced in pounds?
strively, GoProposal, FigsFlow, Socket and Better Proposals all price in pounds. Ignition and PandaDoc price in US dollars.
Does strively handle invoicing or recurring billing?
No. strively wins and onboards new clients. It adds them to your Adfin direct debit mandate, and you keep invoicing and billing as you do today. Ignition, GoProposal and Socket all offer recurring billing.
How do you keep these comparisons up to date?
We check each tool against its public website and pricing page, and show the date we last checked on every page. Where we couldn't find a feature, we say "Not found" rather than "No". If you spot something out of date, email info@strively.io and we'll correct it.
See strively with your own enquiries
A 30-minute demo, tailored to your firm. We'll show you how much onboarding admin strively can take off your team.
Book a demo