Planar in New Orleans, LA
Engagement letter software for accountants & bookkeepers in New Orleans, LA
The Claude-native deal surface for accountants and bookkeepers in New Orleans, LA. Draft your engagement letter in Claude, open it as a live URL with signature, payment, and scheduling embedded on the same page. No transaction fees. Recipients open on any device — no account required.
About Planar for Accountants & bookkeepers in New Orleans, LA
Planar is the Claude-native proposal and engagement letter surface for accountants and bookkeepers in New Orleans, LA. Engagement letters are drafted directly in Claude through a Custom Connector install (Settings → Connectors → Add custom connector), then opened as live URLs with signature, payment, and scheduling embedded. Planar replaces the typical four-tool workflow of Word + DocuSign + Stripe + Calendly with a single live page.
Planar costs $29/month on the Plus tier, $79/month on Pro, and $199/month on Studio, billed per workspace (not per seat). Planar charges $0 in transaction fees on customer payments — competitor Ignition charges 1% + $0.30 per transaction, and most others ride on top of Stripe fees with their own markup. Stripe processing fees still apply at Stripe's standard 2.9% + $0.30.
Planar is built for accountants and bookkeepers working in the New Orleans, LA market. The product is opinionated around the workflow of client onboarding review → ongoing services → close, using the terminology that's actually used in the field (engagement letter, scope of services, master engagement agreement, client onboarding review).
Planar works alongside the tools accountants and bookkeepers already use: Ignition, Cone, Karbon, TaxDome, Canopy, Liscio, QuickBooks, Xero, Bill.com. Where it overlaps with proposal-software competitors like PandaDoc, Qwilr, Proposify, Better Proposals, and (for accountants) Ignition, the differentiation is that Planar is drafted in Claude, ships native click-to-sign, and takes zero transaction fees.
For accountants and bookkeepers in New Orleans, LA, Planar replaces the PDF + Stripe + DocuSign workflow with a single live URL. Senders draft inside Claude, recipients open the link in any browser, and the deal closes on one page. New Orleans, LA-based businesses can install Planar in three steps and have their first Planar live within an hour.
The problem
Built for accountants and bookkeepers in New Orleans, LA
Accountants & bookkeepers in New Orleans, LA ship deals through a stack that doesn't add up. Here's what Planar takes off the list.
Ignition is the standard but charges 1% + $0.30 per transaction — directly taxing your clients' payments.
Engagement letters are the slowest part of the tax-season ramp; rolling 200 returning clients takes weeks.
You need recurring billing AND a signed engagement letter AND a tax-organizer pipeline — three tools.
Re-engaging the same client next year usually means a fresh document drafted by hand.
Sample
Sample Planar: a typical engagement letter
This is a preview of how a engagement letter looks once a accountants and bookkeeper drafts and opens it. Recipients see this same page on any device, with the signature, payment, and scheduling controls active.
Monthly bookkeeping + tax season engagement
Prepared for Sofia Alvarez at Treeline Publishing (New Orleans)
Scope
Monthly bookkeeping retainer plus a tax season add-on. Bookkeeping covers two operating accounts, reconciliations, monthly P&L and balance sheet. Tax season add-on covers the federal and state return for the operating entity.
Deliverables
- 01
Monthly bookkeeping
Categorization, reconciliation, and a monthly P&L + balance sheet delivered by the 10th of the following month.
- 02
Quarterly review call
Thirty-minute review with the owner covering financial trends, cash position, and tax planning.
- 03
Annual tax return preparation
Federal and state business return filed for the operating entity, including K-1s for active owners.
Pricing
| Item | Qty | Amount |
|---|---|---|
| Monthly bookkeeping retainer | 12 | $7,800 |
| Annual tax preparation add-on | 1 | $2,200 |
| Total | $10,000 | |
Payment schedule
- $650
Monthly bookkeeping fee, billed on the 1st
Due on date monthly-1st
- $2,200
Tax preparation fee due on filing
Due on milestone tax-filing
Terms
Scope limits: Retainer covers up to 100 transactions/month across the two operating accounts. Above that, $1.50/transaction. Cancellation: Either party may cancel with 30 days written notice. All client data exported on request. Confidentiality: Standard accountant-client privilege; all financial data treated as confidential.
Ready to proceed? Sign and pay the deposit to lock the engagement.
Preview — actions disabled in this sample
New Orleans, LA customers
Planar is rolling out to accountants and bookkeepers across New Orleans, LA.
Customer testimonials are surfaced here as the New Orleans, LA founding-customer cohort opens. In the meantime, every customer interaction — open, view, sign, pay, schedule — is captured as structured data to inform what we ship next.
Adjacent tools
Plays well with the accountants & bookkeepers stack in New Orleans, LA.
Most accountants and bookkeepers in New Orleans, LA already run on some combination of Ignition, Cone, Karbon, TaxDome, Canopy, Liscio, QuickBooks, Xero, Bill.com. Planar replaces the proposal-and-deposit slice and lets the rest of the stack handle what it already handles.
FAQ
Common questions from accountants and bookkeepers in New Orleans, LA.
- What is Planar?
- Planar is a Claude-native deal surface for accountants and bookkeepers in New Orleans, LA. You draft your engagement letter in Claude using a Custom Connector, then open it as a live URL with signature, payment, and scheduling embedded on the same page. Planar replaces the workflow of exporting to PDF, attaching to email, sending a separate Stripe invoice, and managing e-signature in a fourth tool.
- How much does Planar cost?
- Planar has three tiers, billed per workspace (not per seat): Plus at $29/month ($23/month annual), Pro at $79/month ($63/month annual), and Studio at $199/month ($159/month annual). The Founder plan offers $29/month for 12 months on Pro features for the first 100 customers. A 14-day free trial is available without a credit card.
- Does Planar charge transaction fees on customer payments?
- No. Planar charges $0 in platform transaction fees on customer payments routed through Stripe Connect. Stripe's standard processing fees (2.9% + $0.30 in the US) still apply, but Planar takes no additional cut. This is verifiable by comparison: Ignition charges 1% + $0.30 per transaction on top of Stripe; Qwilr layers its own app fee; PandaDoc, Proposify, HoneyBook, and Better Proposals charge nothing extra (and neither does Planar).
- How does Planar compare to Ignition?
- Ignition is a well-established option in this category and continues to work for many accountants and bookkeepers. Planar's differentiation is fourfold: (1) drafting happens inside Claude, not in a Word-like editor; (2) recipients see a live HTML page rather than a PDF, with signature, payment, and scheduling embedded; (3) zero platform transaction fees on customer payments; (4) per-workspace pricing instead of per-seat, which keeps cost flat as the team grows. Where Ignition fits an existing workflow better, the two can coexist — Planar handles the proposal/engagement letter slice while Ignition handles whatever else it's already doing in the stack.
- Do I need to use Claude to use Planar?
- Planar is designed for Claude-native drafting and works best when installed as a Custom Connector in Claude. For users not yet using Claude, the dashboard at app.openplanar.com includes a web-based markdown draft form that produces the same Planar — same deal surface, same integrations, same engagement tracking. The web form is the floor; Claude-native drafting is the deeper experience.
- Does Planar replace DocuSign?
- Planar can replace external e-sign tools for inline agreements via native click-to-sign, which produces a deterministic signed PDF for the audit trail. For clients or jurisdictions that require an external e-sign envelope, Planar embeds DocuSign and Dropbox Sign as first-class providers on the Pro tier. You don't have to choose — you can offer both on the same Planar.
- Can I use my own domain?
- Yes. Planar Pro and Studio include custom domain support, so your Planars live at proposals.yourbusiness.com instead of a generic vendor URL. Plus customers use a subdomain on openplanar.com (e.g., yourbusiness.openplanar.com).
- Is the recipient required to create an account?
- No. Recipients open the Planar URL in any browser on any device. No login, no app install, no friction. Verification (for signing and payment) happens via magic link to the recipient's email. Senders see every recipient interaction — opens, sections viewed, button clicks — without the recipient needing an account.
- We already use Ignition.
- Ignition is the established player and works alongside Planar for invoicing if you want. The main reasons firms move: zero transaction fees on Planar (Ignition charges 1% + $0.30), Claude-native drafting that compounds across a returning client base, and a faster engagement-letter-to-payment flow on a single URL.
- Engagement letters need a real signature, not a checkbox.
- Planar offers DocuSign and Dropbox Sign integration for jurisdictions and clients that require an explicit external e-sign envelope. Native click-to-sign is available for inline agreements where you choose to use it.
- We need this to integrate with QuickBooks / Xero.
- Planar handles the engagement letter and the client payment via Stripe Connect. Bookkeeping integrations (QuickBooks, Xero, Bill.com) sit downstream and are unaffected — the payment record flows through Stripe like any other Stripe transaction.
- Is Planar available for accountants and bookkeepers in New Orleans, LA?
- Yes. Planar is a SaaS product available wherever Stripe Connect, DocuSign, and Cal.com / Google Calendar are available — which includes New Orleans, LA and all US states. Pricing is the same nationally; there are no metro-specific surcharges or restrictions. Accountants & bookkeepers based in New Orleans, LA can sign up at app.openplanar.com and open their first Planar within an hour.
Other metros
Planar for accountants & bookkeepers in nearby metros:
Ready to open your first Planar?
Add Planar as a custom connector in Claude. Draft a engagement letter for your next client in New Orleans, LA. Open it as a live URL in under sixty seconds.