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Practice management joins FigsFlow on 7 OctoberFree until 28/02/2027
FigsFlow

Auto-Selected Engagement Letters

Effortless Engagements Automatically Perfected

Take the hassle out of creating client agreements by automatically generating the right engagement letter based on your client’s details and the specific service you’re offering. Ensure that the correct terms and conditions are always included.

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Excellent Reviews by Financial Professionals

g2 icon logo 100x100 1G2 Reviews · 5.0 · Read our reviews on G2 ★ ★ ★ ★ ★Trustpilot IconTrustpilot · 5.0 · Read our reviews on Trustpilot ★ ★ ★ ★ ★Trustindex IconTrustindex Reviews · 4.7 · Excellent based on 70+ reviews ★ ★ ★ ★ ★

  • 30-day free trial
  • Competitive Prices
  • Cancel anytime

Simple Engagement Letter Generation

Quick engagement letter creation

Quick Engagement Letter Creation

FigsFlow automatically picks the right engagement letter based on the type of client and service, saving you time and reducing manual work.

Consistency

Keep It Consistent

Every letter is consistent with your firm’s standards, helping you maintain a professional approach in all client communications.

Correct documents everytime

Correct Documents Every Time

FigsFlow automatically generates the correct letter, so you don’t have to worry about picking the wrong template.

Time-Saving Document Creation

Save Time

Stop wasting time looking for the right template. Let FigsFlow handle it so you can focus on what matters.

Advanced Features

Engagement Letters Made Easy for You

Say goodbye to the hassle of searching for the right template. FigsFlow automatically selects the ideal engagement letter based on your client’s details and the service you’re offering. FigsFlow allows accountants, tax advisers and bookkeepers to focus on delivering exceptional service.

Automatic Selection

Automatic Selection

FigsFlow selects the right engagement letter based on the client’s details and the service.

Customisable Templates

Customisable Templates

You can adjust the templates to match your firm’s branding while keeping things professional.

Fast Document Creation

Fast Document Creation

Generate engagement letters in a flash without the need for manual selection.

More Time for Clients

More Time for Clients

Focus on what matters most — your clients — while FigsFlow handles your engagement letter.

The Secret to Great Engagement Letters

Auto-selected engagement letters are automatically generated based on your details, making it quick and easy to send the right letter every time without the need for manual selection. FigsFlow makes accountants, bookkeepers and tax advisers’ life easier.

No.Without FigsFlowWith FigsFlow
01Manual selection requiredAutomatic selection of right engagement letters
02Possibility of mistakesAccurate and consistent engagement letters
03Inconsistent lettersSaves time
04Loss of timeReduction of manual work
FigsFlow Rating

Say Goodbye to Template Hassles

Let FigsFlow automatically create the perfect engagement letter for you now!

  • 30-day free trial
  • Competitive Prices
  • Cancel anytime

Trusted by Practitioners Just Like You

Hear What Others Have to Say

Take a look at the real ways accountants, bookkeepers and tax advisers have achieved faster growth, streamlined workflows and elevated profits with FigsFlow.

Bibek P.
FigsFlow Customer (UK)

Bibek P.

FigsFlow changed how we produce our engagement letters and proposals. It is easy to setup and use - has pre-built templates for ACCA. The good think we like about the software is that it is easier to edit and make changes in each proposal and engagement letter as per client needs.

Another feature that was really helpful was when sending proposal for multiple inviduals and companies, it generates one proposal but multiple engagement letter to each entity and person as required by ACCA. This saved lots of time for single proposal for same family members and group companies.

Ron B.
FigsFlow Customer (UK)

Ron B.

Ability to edit each proposal and enagement letter is the best feature. We have templates, but each client want something to change which can be done instantly in FigsFlow.

Madela Sanjose
FigsFlow Customer (UK)

Madela Sanjose

Figsflow blogs have become a trusted source of information for me as an accountant, especially when it comes to Making Tax Digital. Their full MTD guide breaks down digital record-keeping, quarterly reporting, and software compliance in a way that actually makes sense, making the whole preparation for transition doable for both me and my clients. I also like their broader topics, automation, onboarding tips, and HMRC updates which support the day-to-day work I do.

Lovela Scantte
FigsFlow Customer (UK)

Lovela Scantte

As an accountant I’ve tried many onboarding tools, but FigsFlow is the best. It generates compliant proposals in under a minute and creates customisable engagement letters, transforming our workflow. Pre-loaded templates (meeting the standards of ACCA, ICAEW, CIOT, etc.) support compliance and save hours.
FigsFlow is a profit booster. Highly recommended. Try the free 30-day trial: you won’t regret it.

Leonard Duncan
FigsFlow Customer (UK)

Leonard Duncan

Loving the experience so far..... The nice feature is that each Proposal or Engagement letter can be customised different from the template, making few client specific changes.
In the morning at my firm, I quickly list all my engagement letters in draft and send them one by one, after fine tuning them.

 Bdodge Malik
FigsFlow Customer (UK)

Bdodge Malik

Perfect for saving time and staying organized!
The software is super easy to use—customizing templates, sending documents, and getting client approvals all happen in no time. It’s professional, efficient, and takes the hassle out of managing client interactions. Perfect for saving time and staying organized!

Save Time, Boost Efficiency

Get the right engagement letter in seconds—no more searching!

figsflow demo & trial

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.

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