Skip to content
Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Proposals

What happens after accepting a proposal

A clear answer in plain language, plus what to do next.

Updated 2026-07-28

This article explains what happens after accepting a proposal so you know what to expect in your Institution workspace.

What this article covers

  • Where this appears in the Proposals page.
  • What the information tells you about the current state of your account.
  • Who to contact when something does not match your expectation.

How it works

Institution keeps one record for your company, and the workspace reflects that record. When something changes, the record is updated first and the Institution team works from the same information you see, so documents delivered to you stay consistent with what is on file.

Where to look

  1. 1Sign in to your Institution workspace.
  2. 2Open Proposals.
  3. 3Select the proposal you want to review.
  4. 4Review the scope and pricing, then accept, decline, or ask a question.

Still not resolved

If this article does not answer your question, contact the Institution team. Include your company name and the item you were working on so the Institution team can respond with your specific record in front of them.

Was this article helpful?

Your feedback helps us keep the Help Center useful.

Related articles

Institution Support

Still need a hand?

Contact the Institution team for help with account access, services, documents, billing, or a question that is specific to your company.

Existing client questions are matched to your account before changes are made.