The Client Onboarding Software – Proposal, Pricing & Engagement Letter
FigsFlow automates proposal generation, engagement letter creation, pricing management and more, helping accountants, bookkeepers and tax advisers get professional proposals and engagement letters in seconds.
Get started with a free 30-day trial, or book a demo of our professional software.
Excellent Reviews by Accountants, Bookkeepers & Tax Advisers
G2 Reviews
5.0
Read our reviews on G2
Google Reviews
5.0
Excellent based on 4 reviews
Trustindex Reviews
5.0
Excellent based on 8 reviews
Why Choose Us
Get All Your Work Done In One Place
Develop flawless proposals, engagement letters and pricing guides, automate workflow, collaborate with team members and more for your accountancy, bookkeeping and tax advisory practice.
Seamless Proposal Generation
Create professional and regulatory-compliant proposals in a matter of minutes without hassle.
Customisable Engagement Letter
Create professional engagement letters using a range of pre-loaded comprehensive templates.
Integrated Discount Solutions
Develop clear and transparent pricing models that can also be adjusted to client needs.
Team Collaboration
Assign roles, provide permissions and streamline task assignment from a single platform.
Automated System
Get automatically selected engagement letter templates and reminder system for convenient follow-up.
Performance Metrics
Get accurate data and insights into the performance of your services and offers for informed decision-making.
Fully Compliant With
Advantages
With FigsFlow, You Get These Exclusive Benefits
Experience Our Platform
Ideal Proposal & Engagement Letter Software for Accountancy, Bookkeeping & Tax Advisory Firms
Experience the next level of proposal & engagement letter automation with FigsFlow. Built by accountants for accountants, FigsFlow, a proposal & engagement letter software empowers you to elevate your practice.
Take a peek here.
A Perfect Fit for You
FigsFlow is designed to streamline work processes for you, regardless of whether you are an accountant, a bookkeeper or a tax adviser. With pre-loaded templates, streamlined communication and HubSpot integration, FigsFlow is perfect for firms of all sizes.
On average, FigsFlow can save firms £10,000 every year!
Proposal Generation
in under 1 minute
Automation + AI
reduces 51% of workload
Crafting Proposals & Engagement Letters
Saves 90% of the working time
Client follow-up & Reminders
Cuts down 3.5 working hours/day
What Our Happy Clients Say About FigsFlow
Many small and large firms have praised the excellence of FigsFlow.
“FigsFlow has revolutionised my proposal creation process. I’m able to make complex proposals easily.”
“FigsFlow’s templates are simply the best. Very detailed and easy to edit.”
“I cannot believe how FigsFlow made the process of team collaboration so easy.”
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Revolutionise Your Practice Today
Streamline every aspect of your workflow, from proposals to client communication, and watch your practice thrive.
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