Automated Proposal Reminder System
Keep Your Communication on Track
Ensure PII Compliance and eliminate the awkward chase. FigsFlow provides systematic, professional follow-ups on all pending engagement letters for UK Accountants, Tax Advisers & Bookkeepers, ensuring you secure signatures faster and protect valuable time.
Excellent Reviews by Financial Professionals
G2 Reviews · 5.0 · Read our reviews on G2 ★ ★ ★ ★ ★
Trustindex Reviews · 5.0 · Excellent based on 10 reviews ★ ★ ★ ★ ★
- 30-day free trial
- Competitive Prices
- Cancel anytime
Let FigsFlow Be the "Nudge" So You Can Stay the Advisor
No More Manual Reminders
Forget about manually sending follow-up emails or reminders. The system automatically handles it, so you don’t have to worry about missing anything.
Efficient Follow-Ups
You’ll never miss a beat with automated reminders set for proposals, follow-ups and other important client communication.
Stay Organised
Track every reminder and follow-up from one place, making it easy to manage client communication without hassle.
Easy Setup
Set up automated reminders in just a few clicks and let the system handle the rest. No technical expertise needed.
Advanced Features
Streamline Your Communication System
Forget about worrying if a client will remember to respond. Automated reminders ensure timely follow-ups and consistent communication. This hassle-free solution helps you stay efficient and maintain professionalism.
Proposal Validity Period
Option to set a valid date for signing the proposal from the create date.
Automated Reminder Email
Automated system for sending reminder emails based on user-assigned days.
The Secret to Keeping Clients on Track
Automated reminders mean clients never miss important deadlines or follow-ups, boosting response rates and reducing delays. With automatic reminders for proposals and follow-ups, clients are always aware of important deadlines.
| No. | Without FigsFlow | With FigsFlow |
|---|---|---|
| 01 | Manual follow-ups needed | Automatically remind clients |
| 02 | Time-consuming | Save time |
| 03 | Clients may miss deadlines | Reduce human error |
| 04 | Tracking reminders is complicated | Keep all communication organised |
Never Miss a Deadline Again!
Discover how FigsFlow’s Automated Reminder System keeps your projects on track!
- 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 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.
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 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
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
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
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!
Simplify Your Workflow!
Let our reminders do the heavy lifting. Automate, organise and focus on what truly matters.
