Introducing Bulk LOE: Draft and Send 25 Engagement Letters Within MinutesÂ
Bulk LOE is now live in FigsFlow.  If you work with a large client base, you have probably spent more time than you should […]
AML Onboarding Starts the Moment the Engagement Letter Is SignedÂ
AML onboarding automation is the process of triggering a client’s anti-money laundering checks automatically when a defined event occurs – such as […]
Client Meeting Agenda: Free Templates & Checklist
Ever Happened? You schedule a meeting to discuss a client’s assignment. The meeting runs for a full hour. There’s coffee, there’s conversation, […]
How to Deal With Difficult Clients Without Losing the Relationship
We once had a client spend an afternoon arguing that his weekly cleaning bill should reduce his capital gains tax liability. No […]
How to Write a Follow-Up Email After No Response (Free Templates)
You sent the proposal. Or you sent the engagement letter after a call where they seemed genuinely ready to go. Days passed. […]
When to Reissue an Engagement Letter (& When You Don’t Have To)
You need to reissue an engagement letter when the scope of services changes, when your terms change, when the regulatory position shifts, […]
Best Time Tracking & Billing Software for Accountants in 2026
The best time tracking and billing software for accountants in 2026 includes Karbon, Financial Cents, FreshBooks, Xero, Uku, QuickBooks, Clockify, TMetric, and […]
9 Best CRM Software for Accounting Firms in 2026
The best CRM software for accounting firms in 2026 includes HubSpot, Salesforce, Accelo, Capsule, Insightly, Pipedrive, Zoho, Freshsales, and Nimble. Each brings […]
Secure Client Portal for Accountants: What It Is, What to Look For & What’s Coming in FigsFlow
Your clients are emailing you asking where things stand. Calling to check if their tax return is done. Messaging to ask what […]
Which Engagement Letter Software Connects to Workflow Management?
FigsFlow automates your engagement letters from start to finish — templates, pricing, e-signatures, AML checks, and payment collection, all inside one platform. […]
AI in Accounting: How Artificial Intelligence Is Transforming Accounting Firms
You are probably asking one of two questions. What can AI actually do? And should my firm be using it yet? The […]
How Accounting Firms Can Enhance Client Experience
A client left last month. Then another. Your marketers got to work. Too many emails? Wrong timing? Pricing pressure? They reviewed everything […]
