How to Write a Follow-Up Email After No Response (Free Templates)
You sent the proposal. Or you sent the engagement letter after a call where they seemed genuinely ready to go. Days passed. […]
When to Reissue an Engagement Letter (& When You Don’t Have To)
You need to reissue an engagement letter when the scope of services changes, when your terms change, when the regulatory position shifts, […]
Best Time Tracking & Billing Software for Accountants in 2026
The best time tracking and billing software for accountants in 2026 includes Karbon, Financial Cents, FreshBooks, Xero, Uku, QuickBooks, Clockify, TMetric, and […]
9 Best CRM Software for Accounting Firms in 2026
The best CRM software for accounting firms in 2026 includes HubSpot, Salesforce, Accelo, Capsule, Insightly, Pipedrive, Zoho, Freshsales, and Nimble. Each brings […]
Secure Client Portal for Accountants: What It Is, What to Look For & What’s Coming in FigsFlow
Your clients are emailing you asking where things stand. Calling to check if their tax return is done. Messaging to ask what […]
Which Engagement Letter Software Connects to Workflow Management? FigsFlow Does
Most engagement letter software claims to connect your workflow. You’ve probably already learned that the hard way. Demoed a handful, maybe trialled […]
AI in Accounting: How Artificial Intelligence Is Transforming Accounting Firms
You are probably asking one of two questions. What can AI actually do? And should my firm be using it yet? The […]
How Accounting Firms Can Enhance Client Experience
A client left last month. Then another. Your marketers got to work. Too many emails? Wrong timing? Pricing pressure? They reviewed everything […]
7 Task Management Tips for Accountants
Accounting is not a nine-to-five job. The clients do not stop, the deadlines do not space out, and the emails do not […]
New ChatGPT Restrictions: What Changed, What Didn’t & What It Means for You
Many of your clients have been quietly turning to ChatGPT before calling you. They type in a question about their tax situation, […]
Top 10 Best Task Management Software for Accountants in 2026
If you are looking for task management software for your accounting firm, you are already thinking in the right direction. The right […]
Build & Send Custom KYC Questionnaires. Your Firm’s Onboarding, Your Way
One form doesn’t fit every client. Now it doesn’t have to. A sole trader and a non-UK resident corporate aren’t the same. […]
