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FigsFlow
Live in the UK, US and Canada · Australia and New Zealand next

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.

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
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
3regions live today
2regions launching next
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
Australia and New Zealand

Be first when FigsFlow opens in your country.

We'll email you once, when your region opens, with local pricing and an early-access invitation.

One email at launch. No marketing list.

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 in Australia and New Zealand?

Dates will be announced to the waitlist first. VERIFY

Start with your country. The rest connects.

See it run on your own practice.

Screen-shared, using your services, your client mix and your deadlines. You will see where FigsFlow fits, and where it does not.

Design previews, not a shipped build — we will tell you on the call what is live today.

9:41
SignatureEngagement letter
Ready to sign
Engagement letter 20263 signatories · you are firstSign
Audit trailIP, device and timestamp recordedOn
Also waiting
Letter of representationDue 30/09Due
HomeDocsTasksChatProfile
9:41
Tasks3 open
Upload bank statementsVAT Q3 · due todayDue
Sign engagement letterOnboarding · due 05/09Sign
Approve VAT returnQ2 · due 07/09Review
Confirm payroll changesAugust · doneClosed
HomeDocsTasksChatProfile
9:41
Client portalRidgeline Foods Ltd
Upload Sign Pay Ask
Your services
Annual accountsYear end 31/03/2026Live
VAT returnsQuarterly · next 07/10Filed
PayrollMonthly · 14 employeesCurrent
Your team
Amara · ManagerUsually replies within a day
HomeDocsTasksChatProfile
9:41
DocumentsStored in your SharePoint
Recent
Bank statement — AugUploaded by camera · 2 MBSynced
Sales ledger Q3Shared by AmaraNew
Accounts 2025Signed 14/06/2025Final
Add a document
Scan with the cameraEdges cropped automatically
HomeDocsTasksChatProfile
9:41
MessagesAmara · Manager
This job
Re: VAT Q3Amara · 2 hours agoNew
Statement attachedYou · yesterday
Next deadline
VAT Q3 filing07/10/2026 · 15 daysSoon
HomeDocsTasksChatProfile