Accounting practice management software for Canadian firms
Practice management that starts at the inquiry, not at T1 season.
Proposals, engagement letters and KYC flow straight into T1s, T2s, GST/HST deadlines and the invoice. The scope you sell becomes the job. The fee you agree is the fee you bill.
- Inquiry captured in the CRM
- Proposal and pricing
- Engagement letter signed
- AML and ID check
- Onboarding and document collection
- Jobs created and team assigned
- Recurring tasks and deadlines
- Time recorded and work reviewed
- Invoice issued
- Payment received
- Client file complete
Happy on FigsFlow
Step 05 of 11
Onboarding and document collection
Two-minute asks in the portal. Uploads save as they go and file straight to the client folder.
Prairie Dental Group Inc.
Everything above was typed once. Each step reads what the last one wrote.
A Canadian firm doesn’t have one busy season. It has three.
Most firms don’t lose time to complex work. They lose it to admin scattered across disconnected tools, three peaks deep. Practice management software fixes this by putting each client’s proposal, letter, jobs, deadlines and invoice on one record.
Personal returns for every individual client.
- March–April season
- 30 April filing and balance due
- 15 June self-employed T1s
Corporate year ends land all year round.
- Year end + 6 months T2 due
- CO-17 tracked in parallel for Québec
Cycles that vary by client, plus the slips.
- 15th monthly payroll remittance
- End of February T4 and T5 slips
- 15 OctPayroll remittanceGST/HST · payroll
- 31 OctGST/HST quarterly return (Jul–Sep)GST/HST · payroll
Every month Québec clients tracked for Revenu Québec alongside CRA · client ID and risk reviews on the cadence your firm sets
- 01Tracked — per client, from signature
- 02Chased — by the system, not by memory
- 03Evidenced — a trail you can hand over
FigsFlow runs the firm. Your certified tax software does the filing.
Read the Canadian tax calendar for firmsDates follow CRA general deadlines. Filing frequency, weekend and holiday rules vary by client. Every deadline is dated per client, not per season.
Illustrative team board with sample clients.
Built for the team that carries the season.
Every chaser, review and sign-off in a firm lands on a person. FigsFlow takes the remembering off them — so the team spends April on returns, not reminders.
- Partners
See every client’s stage and fee position without asking around.
- Managers
Balance capacity before the T1 crunch, not halfway through it.
- Preparers
One checklist per client, every slip filed where you’ll look for it.
The platform
Everything a firm runs on. One record underneath, kept in your own tenant.
Connected to your stack. Ledgers, files and mail stay where they are. FigsFlow sits in the middle and keeps the record.
Your SharePoint, your files. Documents live in your own tenant. Leave one day and everything is still yours.
yourfirm.sharepoint.com / Clients / PDG001 · Prairie Dental / 03 Tax
01 · Win the work
Price from your rules. Every partner quotes the same way, in CAD, from one service catalogue.
02 · Run the work
Jobs that can’t close early. Steps, reviewer and deadline come from your template.
03 · Compliance
Client ID and risk, evidenced. Your PCMLTFA obligations stay with your firm — FigsFlow holds the evidence.
04 · Work with clients
A portal under your brand. Two-minute asks, save-and-resume uploads, e-signature.
Hi Amélie, two things left
05 · Intelligence
Realization before the season proves it. Time against the agreed fee, per client and per job.
06 · Built by accountants
For the way firms actually run. Designed by practising accountants who run deadline seasons themselves.
Sample client and figures, illustrative. FigsFlow tracks and evidences filings; filing happens in your certified tax software.
Three ways in — wherever your firm is.
The same practice management software underneath, for accounting firms of every shape. Start where you are.
No season, no CRA date to lean on. Scope is everything.
Client accounting and advisory work has to be scoped, priced, tracked against budget and measured for realization per engagement. FigsFlow does all four.
Bookkeeping and CAS firmsMost practice software asks your firm to move in. FigsFlow moves into yours.
The gaps rarely show in a demo. They show in April: in where the files sit, where the ID evidence lives, and what the bill says. Six places the difference is easy to check.
In the vendor’s own storage, often on servers outside Canada. Leaving means exporting everything.Vendor storage, often outside Canada.
Written into your own SharePoint, in your Microsoft 365 tenant. Leave one day and every file is still where it was.Your own SharePoint, in your Microsoft 365.
A separate AML tool, or scans in a folder. The evidence sits apart from the engagement it belongs to.A separate AML tool, or a folder of scans.
ID, beneficial owners and the risk decision on the same record as the letter. Checks billed as used, C$6.50 each.ID and risk on the same record as the letter.
Proposal, letter and jobs joined by an integration or a re-key. The fee drifts by the time it’s billed.Separate tools, re-keyed. The fee drifts.
Priced from your rules. The accepted proposal becomes the letter, the letter creates the jobs, the fee is frozen.Proposal → letter → jobs. Fee frozen.
Deadline templates built for another country’s tax year, rebuilt by hand for CRA dates.Templates built for another tax year.
T1s, T2s off each year end, GST/HST periods, slips and remittances, dated per client. CO-17 alongside for Québec.CRA dates per client. CO-17 for Québec.
Per seat in US dollars, often on an annual commitment, with card processing fees on top.US dollars per seat, annual contracts.
In Canadian dollars, monthly or annual. Free until 28 February 2027 — you pay only for the checks you run.Canadian dollars. Free to 28 Feb 2027.
One more login per tool, with single sign-on often kept for the top plan.A login per tool, SSO on top plans.
Sign in with Microsoft 365. Client mail stays in Outlook and links to the job, and files stay in your SharePoint.Microsoft 365 sign-in. Mail stays in Outlook.
“The usual setup” describes common patterns across practice software sold to Canadian firms, reviewed October 2026. Features vary by vendor and plan.
Priced the way you’d expect. Without the parts you’d resent.
One platform for proposals, engagement letters, AML, CRM and practice management. Your first ten people are on the small-practice rate, and nothing you buy it to do is capped by the month.
Everything is free until February 28, 2027, with no card needed. AML checks are billed as used.
Practice Suite
Everything a practice runs on, one price per person. Start with one person or fifty.
then C$105 for each person after that. No minimum. Plus GST/HST.
- Proposals and engagement letters, with the pricing engine
- Jobs, tasks, timesheets and capacity
- AML Compliance Program included, checks at the program rate
- CRM Core on every seat
- Client portal on your own FigsFlow subdomain
- Unlimited e-signatures and documents
- No monthly caps
- Unlimited e-signatures
- Migration done by us
- Price fixed for 24 months
25 people or more? Enterprise is quoted once, from the same prices.
Just need one thing? Each module stands on its own.
01OnboardingProposals, pricing engine, letters and e-signature.
C$49per month, from02AML & Risk AssessmentIdentity, address, PEP and sanctions in every check.
C$6.50per check on the program03CRMPipeline, sequences and referral capture.
Freefor your first two seats04Practice ManagementJobs, deadlines, timesheets and portal. Beta in Canada.
C$59per person a month, fromAML checks are billed separately: C$6.50 on the Compliance Program, C$5.50 from your 100th, or C$8 pay as you go. Every seat includes 20 AI actions a month. Fair use applies. Not a quote.
Customer reviews
Rated 4.6 out of 5. By the practices that use it.
“Creating professional proposals and engagement contracts takes only a few minutes, which has saved me a lot of time.”
“The client signs, we send the link, documents arrive, and the check is done.”
“I found the ad hoc LOE templates especially helpful, since most software only covers standard engagements.”
Reviews quoted word for word from Trustindex. Rating and review count as of 15/10/2026.
Nothing hidden.
Nothing overstated.
Understand how your data is handled, how our rules work, and where FigsFlow’s responsibilities end.
Your data, your region
Client data is held in line with each region’s setup. Storage location and certifications are confirmed per region.
Rules you can read
Client risk ratings come from defined rules, so your team can see why a client received a particular rating.
Clear boundaries
FigsFlow runs your practice. It doesn’t file returns with the CRA or Revenu Québec, or make your firm compliant on its own.