Branded assessment
Collect the facts your firm needs without turning intake into a long questionnaire.
Built for accounting firms
Stop guessing what an engagement should cost.
ScopeLynx connects prospect assessment, workload, labor cost, overhead and profit targets so your firm can quote with confidence—and know when the fee needs to change later.
✓ No credit card required✓ Complete platform in every plan✓ Built for accounting firms
RECOMMENDED MONTHLY FEE$1,850Based on estimated workload + firm economics
Estimated cost$906
Gross margin51%
Annual opportunity$8,400
Why this price?
Workload estimate, internal labor cost, allocated overhead and target margin combine into one explainable recommendation.
01AssessScope + evidence
→
02PriceCost + profit
→
03ValidateActual workload
→
04ProtectMargin + scope
Pricing is only the beginning
The engagement can change. Your fee should not stay blind to it.
A profitable quote can become an unprofitable client when transaction volume grows, payroll changes, new accounts appear, or the work simply takes longer than expected.
Explore profitability protection →
Baseline vs. ActualReview needed
Monthly hours18.5 → 24.2
Estimated cost$906 → $1,184
Current fee$1,850
Annual pricing opportunity$4,800
One connected lifecycle
From prospect intake to annual review.
ScopeLynx preserves the reasoning behind the original price and carries it forward into the client relationship.
Document intelligence
Use supporting reports and documents as evidence when evaluating workload and complexity.
True-cost pricing
Combine estimated hours, internal labor cost, overhead and profit targets.
Pricing decision
Review the recommendation, request missing information, adjust with a reason, or approve.
Client-ready quote
Turn the approved decision into a professional proposal without losing the economics behind it.
Frozen baseline
Preserve what the firm expected when the client accepted the engagement.
90-day validation
Compare the original assumptions with the workload the team is actually performing.
Ongoing protection
Review profitability, scope changes and revenue opportunities at six months and annually.
Action Center3 items need attention
Harrison Dental GroupAnnual review • Margin below target
+$7,200/yr
Northside Design Co.90-day validation due
Review
Summit AdvisoryScope volume increased
Review
Know where to act
Turn pricing intelligence into a prioritized next step.
ScopeLynx surfaces reviews, scope changes and underpriced engagements that need attention—along with the financial impact when it can be calculated.
Not a generic task manager. Just the pricing and profitability actions that matter.
Better pricing decisions
Give your firm a repeatable way to protect margin.
Move pricing out of spreadsheets, memory and gut feel without turning it into a black box.
Quote from economics, not instinct.
Connect workload assumptions to labor cost, overhead and the profit target your firm actually needs.
Keep the original pricing logic.
Preserve the assumptions behind the accepted fee so future reviews have a real baseline.
Catch margin erosion earlier.
Bring scope changes, review dates and pricing opportunities into one focused decision workflow.
Explainable pricing
See how the recommended fee is built.
ScopeLynx does not simply produce a number. It connects the estimated work to your firm's cost structure and profit target so the pricing decision can be reviewed before it becomes a quote.
See how pricing works →
Pricing Economics
Target met
Estimated monthly labor
$690
Allocated overhead
$216
True estimated cost
$906
Recommended monthly fee
$1,850
Expected profit
$944/mo
Expected margin
51%
Fits beside your existing systems
You do not need to replace your practice-management software.
ScopeLynx has a narrower job: help your firm decide what the work should cost, preserve why you priced it that way, and revisit the fee as the engagement changes.
“We already have practice management.”
Keep it. ScopeLynx focuses on engagement economics and pricing decisions rather than running every operational task.
“We already use a pricing spreadsheet.”
ScopeLynx connects the initial calculation to the quote, engagement baseline and future profitability reviews.
“Our clients change after onboarding.”
That is exactly why the baseline matters. Reviews can compare what you expected with what the engagement became.
“I need to understand the recommendation.”
The pricing model is designed to expose workload, cost, overhead and profit assumptions rather than hide them.
Simple pricing
Choose capacity—not features.
Every paid plan includes the complete Assess → Price → Validate → Protect workflow. Start with the size that fits your firm today.
Independent firms
$59/month
1 user · Up to 25 active clients
Growing accounting firms
$129/month
Up to 5 users · Up to 100 active clients
Larger teams
$229/month
Up to 15 users · Up to 300 active clients
See Full Pricing
14-day free trial · No credit card required
Protect engagement profitability
Price the work with confidence. Know when the fee needs to change.
Run one engagement through ScopeLynx and see the economics behind the fee.