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Practice management joins FigsFlow on 7 OctoberFree until 28/02/2027
FigsFlow
Live in the UK · US and Canada launch this fall

One client record.
Every step of the job.

FigsFlow is practice management software for accounting firms. Win the client, sign the letter, run the work and get paid from a single record, with your country's rules already built in.

Proposal Software of the YearWinner · SME500 UK 2026
AML/KYC Solution of the YearWinner · SME500 UK 2026
Clients
RA

Rowan & Ash

Limited company · Client since 14/03/2026

Active
  1. Enquiry captured
    Website form → CRM
    02/03/2026
  2. Proposal accepted
    3 services, recurring fee
    £4,200 / yr
  3. Engagement letter signed
    E-signed by 2 directors
    14/03/2026
  4. Client risk assessment
    ID verified, rules applied
    Low
  5. Jobs running
    Year-end accounts · Review
    4 of 6
  6. Invoice paid
    INV-1042
    £2,880.00

Illustrative data. Switch region to see currency, dates and deadlines change.

Happy on FigsFlow

  • Taxule
  • Ledgian
  • Sterling Wells
  • UK Property Accountants
  • Crane & Partners
  • Property SPV
Choose your region

One platform, set up for the rules where you work

Each region runs on its own local setup: currency, dates, tax year and letter templates.

The connected chain

Seven steps, one record. Each step hands its data to the next, so nothing is typed twice.

Most firms run the client lifecycle across a CRM, a proposal tool, an e-signature app, spreadsheets and an invoicing system. FigsFlow puts every step on the same client record.

01 · CRM

See every prospect and exactly where they stand

New 4
Harbour StudioBookkeepingWebsite form
Kite LogisticsPayrollReferral
Qualified 3
Mere DentalAccountsCall booked
Proposal 2
Rowan & Ash3 servicesSent today
Won 6
Oakline GroupOnboardingSigned
02 · Proposals

Build the fee, send it, get a yes

Annual fee4,200
03 · Engagement letters

The letter writes itself from the proposal

Letter of engagement From proposal
Director 1
Director 2
SIGNED
ScopeFeesTerms
04 · Onboarding and risk

Check the client before the work starts

RISK RATINGLow
Identity, 2 directorsVerified
OwnershipConfirmed
Rules appliedYour country
07 · Client portal

Clients upload, sign and pay in one place

Hi Jo

3 items need you this week

Bank statements, Q3 PDF
Payroll summary XLS
Sign engagement letter 2 min
Pay invoice INV-1042
05 · Jobs and deadlines

The signed letter creates the work

Prepare 3
Year-end accountsRowan & Ash
Tax returnMere Dental
Review 1
Payroll, OctKite Logistics
Done 8
Bookkeeping, SepOakline Group
Payroll, SepFinch Ltd
NOV07
Statutory deadlineAuto-chased 14 days before
06 · Time and billing

Track time, bill the agreed fee, see what's paid

01:24:09Year-end accounts · Rowan & Ash
May
Jun
Jul
Aug
Sep
Oct
BilledWork in progress
INV-1042Recurring fee · Oct
Sent
How FigsFlow is built

One platform underneath. Local rules on top.

The workflow engine is the same everywhere. The compliance layer is built for each country separately. Pick a region to see what changes.

United KingdomLive
CurrencyGBP £
Date formatDD/MM/YYYY
Tax year6 Apr to 5 Apr
Letter templatesUK
Compliance features, templates and support set up for UK firms.Go to UK site
Shared coreCRMProposalsLettersOnboardingJobsBillingPortal
1client record, start to finish
7connected steps
2regions launching fall 2026
5countries on one platform

Practice software that fits the tools you already use. Connect FigsFlow to your ledger, payments and inbox, and keep one client record from enquiry to invoice.

FigsFlowFigsFlow
FIGSFLOW → XEROInvoicesContacts
XERO → FIGSFLOWFinancial data
XeroXero
Ledgers · Both ways

Invoices, contacts and financial data stay in sync

FigsFlow and Xero keep each other up to date.

See FigsFlow & Xero
Trust

We say what the software does. We also say what it doesn't.

Accounting firms are regulated. Your software vendor should be as clear about its limits as it is about its features.

Clear boundaries

FigsFlow runs your practice. It doesn't file returns with tax authorities, and it doesn't make your firm compliant on its own.

Tracks and chasesFiles returnsReplaces your judgement

Rules you can read

Risk ratings come from coded rules, not from a model's guess. Your team can see why each client got the rating it did.

Rule-based scoringAudit trail VERIFY

Your data, your region

Client data is held in line with each region's setup. Storage location and certifications are confirmed per region. VERIFY

Encryption VERIFYCertifications VERIFY
Questions

About FigsFlow around the world

Questions about features, pricing or compliance in your country are answered on your regional site.

Which FigsFlow site should I use?

Use the site for the country where your firm is registered and does most of its work. Each regional site has local pricing, local compliance features and local support.

My firm works in more than one country. What should I do?

Talk to our team on the regional site where your firm is headquartered. We'll confirm how multi-country firms are set up. VERIFY

Where is my client data stored?

Data storage depends on your region. Each regional site sets out where data is held and under which policies. VERIFY

Are pricing and features the same in every country?

The core platform is the same. Compliance features, templates, currency and pricing are set for each country, so check your regional site for the details.

When does FigsFlow launch outside the UK?

The United States and Canada launch in fall 2026. Australia and New Zealand follow, and their dates go to the waitlist first. VERIFY