Proactively anticipate client needs, and provide more value. For Everyone.
Anticipating your clients' needs, and understanding which of your colleagues can meet those needs, enables your entire firm to do what it does best: provide world-class client service.

Industry-leading firms stay ahead with Propense











Propense Use Cases
Whitespace Identification
BD teams can pinpoint top services the firm should introduce to each client - and why. Segment recommendations by a partner’s book or a specific industry, client, department, or engagement type. Our predictive models allow you to develop targeted, data-backed BD plans to help organically grow revenue from your existing clients.Frequently Asked Questions
How does Propense anticipate my clients' needs?
Propense uses AI-driven analytics, real-time market triggers, and historical service data to predict your clients’ needs and recommend the most relevant services your firm can offer in response. This proactive approach ensures you’re always ready to deliver value at the right time, strengthening client relationships, improving client stickiness, and driving organic growth.
Is our firm's data shared with other firms or used in training models other than our own?
No, each customer deployment of Propense is completely separate, and no data from your firm is shared with or used to train models for other firms. Propense has researched over 1,000 unique accounting services to develop baseline ideal-client-profiles and rules regarding which clients can and cannot get specific service recommendations, but we keep each client’s information fully isolated and protected.
My firm doesn't have clean data. Will Propense still work for us?
Yes, Propense will still generate insightful service recommendations even if your firm's data isn't perfectly clean. We partner with RelPro to provide enriched company records and have a dedicated data analyst who helps fill in gaps to ensure data completeness. Every firm we’ve worked with has had this concern, and we’ve successfully addressed it by applying this enrichment approach before running recommendations, ensuring accurate and actionable insights.
What technology do I need to leverage Propense?
Propense is a cloud-based platform that doesn’t require on-premise installation. To leverage its full capabilities, your firm needs:
- A CRM or Billing System – Propense integrates with platforms like Salesforce, Dynamics, and HubSpot, as well as time and billing systems, to analyze client engagements and service history.
- Secure Web Access – A modern web browser (Chrome, Edge, or Firefox) with internet access is required to access the Propense platform.
- Data Connectivity – While we can work with structured and unstructured data, having API or file-based data access improves accuracy and automation.
- User Authentication – We support enterprise security standards, including Single Sign-On (SSO) and Multi-Factor Authentication (MFA), for secure access.
No additional software or infrastructure is required—Propense seamlessly integrates into your firm’s existing technology stack.
How does Propense help firms with adoption?
Propense is designed to integrate into the workflows of the various personas involved in client service and business development at accounting firms–from marketing and BD to accountants and leadership. We recognize technology has little value unless it’s seamlessly integrated and adopted. That’s why we’ve developed a structured, accounting-specific adoption framework that focuses on understanding your existing processes and incorporating Propense’s insights into them.
How We Help Firms

Meet more of your clients' needs

Maximize organic growth with current clients

Improve collaboration across client service teams
Designed with Professionals in Mind
Our solution was intentionally built to address the needs and preferences of professionals - not just BD/marketing and firm management. If you want to help your firm achieve its growth goals, let's explore how Propense can help make it happen.