Practice management software, built for the Canadian filing year.
T1 season, rolling T2s, GST/HST cycles, T4s in February — tracked per client, chased automatically, evidenced. FigsFlow runs the firm. Your certified tax software does the filing.
ENGLISH · FRANÇAIS FR SUPPORT — CONFIRM BEFORE PUBLISH
Deadline board
A Canadian firm doesn't have one busy season. It has three.
Most Canadian accounting firms don't lose time to complex work — they lose it to admin scattered across disconnected tools, three peak seasons a year. Practice management software fixes this by putting each client's proposal, letter, jobs, deadlines and invoice on one record.
T1 season
Slips trickle in by photo, text and shoebox. The same client gets asked twice for the same RRSP receipt because the request lived in two inboxes.
On one record: a checklist per client, chased automatically, with every slip filed where the preparer will look.
T2s & year ends
Every corporation's clock starts at its own year end. Six months later is a deadline nobody feels — until it's four weeks away and the records never arrived.
On one record: the year-end job creates itself at signature, dated off the client's own year end.
GST/HST, payroll, remittances
High count, low value, easy to drop. Individually small obligations that collectively get missed — and the failure mode is administrative, not technical.
On one record: every cycle is recurring work with an owner, not a memory.
Not complexity. Disconnected tools, three seasons deep.
Everything a firm runs on. One record underneath.
Six groups, one client record — this is accounting practice management software in full: the sale, the compliance work, the jobs, the client's side of it, the stack it lives on, and the numbers partners actually read.
Proposal to signed letter, one thread
Inquiry, priced proposal, clause-assembled engagement letter — accepted and e-signed online, the fee frozen the moment the client says yes. Nothing re-typed into a second system.
Jobs that create themselves
Signed services become jobs from your templates — steps, reviewers, deadlines included. A job can't close while anything under it is open.
Client ID & risk, evidenced
Client identification, risk workflow and reviews on a cadence, every decision logged. Your firm's PCMLTFA obligations stay yours — FigsFlow holds the evidence.
A portal under your brand
Two-minute asks, save-and-resume uploads, e-signature, one named contact. Your clients see your firm everywhere — not our logo.
QBO-first, Microsoft-native
QuickBooks Online and Xero alongside a deep Microsoft 365 integration — documents in your SharePoint, mail synced with Outlook, working papers in Excel.
Realization, budget and WIP — before season proves it
Time against agreed fee, per client and per job, so a partner can see which fixed fees are underwater in October rather than discovering it in May.
The Canadian filing year, as one working timeline.
Every recurring obligation in a firm's year exists in FigsFlow as a first-class, per-client object — not a task somebody remembers to create. Scroll the year.
Payroll remittances
Source deductions on their monthly (or accelerated) cycle — every month, every employer client.
PER PAY CYCLET4 & T5 slips
Information returns for every employer and every investment payer on the books — the season before the season.
PER EMPLOYERT1 season proper
Slips chased, checklists cleared, returns reviewed — the eight weeks that fund the year and burn the team.
PER INDIVIDUALT1 filing & balance due
The national deadline — and the payment deadline even for the self-employed who file in June.
PER TAXPAYERSelf-employed T1s
The second wave — proprietors and partners, with interest already running on any balance since April 30.
PER PROPRIETORT2 — six months after year end
Every corporation on its own clock. FigsFlow dates the job off each client's year end, not off a season.
PER CORPORATIONGST/HST cycles
Each registrant on its own reporting period — high count, low value, exactly the kind of thing that slips.
PER REGISTRANTRevenu Québec, in parallel
TP1 and CO-17 run alongside their federal twins — two administrations, one client record.
PER QC CLIENTClient ID & risk reviews
Identification records and risk reviews on a cadence your firm sets — logged, dated, evidenced.
PER CLIENTFigsFlow runs the firm. Your certified tax software does the filing.
ALL REGULATORY DATES — RE-VERIFY & DATE-STAMP BEFORE RELEASE
What FigsFlow does — and what it doesn't.
Software that overstates itself moves a liability you still carry. So, plainly:
Building a CAS practice? Even more reason.
Client accounting services and advisory don't schedule themselves — no season, no CRA date to lean on. That work has to be scoped, priced, tracked against budget, and measured for realization per engagement. FigsFlow does all four; the filing calendar is simply proof it was built by people who live it.
Agreed fee vs time at cost
QBO-first. Microsoft-native.
FigsFlow doesn't become another place your client files live. Ledgers stay in QuickBooks Online or Xero; documents live in your own SharePoint; mail stays in Outlook, synced to the client record; working papers stay in Excel, edited in place. Leave one day and everything is still yours.
yourfirm.sharepoint.com / Clients / LAK001-Lakeshore / 03 Tax
Three ways in — wherever your firm is.
Same practice management software for accounting firms of every shape underneath. These pages just start the conversation where you are.
Proven with around 150 firms across the UK & Ireland — now built for Canada. FIGURE — CONFIRM BEFORE PUBLISH
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Transparent per-user pricing, no onboarding ransom. Tiers, inclusions and where the onboarding suite starts — all on the pricing page.
Questions about FigsFlow
FigsFlow is practice management software Canadian accounting firms run their whole client lifecycle on — proposal, engagement letter, jobs, deadlines, documents and invoice, all on one client record. Filing obligations are tracked, chased and evidenced per client; the filing itself happens in your certified tax software.
No — and we'd rather say that plainly than let you find out later. FigsFlow tracks, schedules, chases and evidences the whole cycle: T1s, T2s dated off each corporation's year end, GST/HST periods, slips and remittances. The filing happens in your certified tax, payroll and ledger software.
Québec obligations run in parallel on the same client record — TP1 and CO-17 deadlines tracked alongside their federal twins, so one client never means two systems. FR-LANGUAGE PRODUCT SUPPORT — CONFIRM BEFORE PUBLISH
Yes — QBO and Xero connect as your ledgers, alongside a deep Microsoft 365 integration: documents in your own SharePoint, mail synced with Outlook, working papers in Excel edited in place. FigsFlow sits on the stack your firm already runs rather than replacing it.
No software does — your professional and PCMLTFA obligations sit with your firm. What FigsFlow does is make the work defensible: client identification recorded, reviews on a cadence, every decision evidenced on an audit trail your firm controls.
Both, deliberately. A firm of one runs the same record with fewer hands — the templates, chasing and deadline tracking matter more when every hat is yours. Larger, multi-office firms use the same structure for consistency: one process, enforced by the system rather than remembered by people.
Bring your messiest client to the demo.
Thirty minutes with someone who has lived a T1 season. Bring the client with the holdco, the late slips, the GST/HST arrears and the fee that crept — if FigsFlow can't hold that one on one record, don't buy it.
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