Practice Management Software Built for the Canadian Filing Year.
T1 season, rolling T2s, GST/HST cycles and February slips — tracked per client, chased automatically and evidenced on one record. FigsFlow runs the firm. Your certified tax software does the filing.
- Enquiry 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
Built by accountantsfor the way firms actually run
Your SharePoint, your filesdocuments stay in your own tenant
QuickBooks Online and Xeroalongside Microsoft 365
Every deadline, per clientdated off each client’s own year end
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.
T1 season
Slips arrive 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 recordA checklist per client, chased automatically, every slip filed where the preparer will look.
T2s and 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 recordThe year-end job creates itself at signature, dated off the client’s own year end.
GST/HST, payroll and remittances
High count, low value, easy to drop. Small obligations that collectively get missed — and the failure is administrative, not technical.
On one recordEvery cycle is recurring work with an owner, not a memory.
Not complexity. Disconnected tools, three seasons deep.
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.
Everything a firm runs on. One record underneath.
Six groups, one client record — 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.
Onboarding suite 02 · Run the workJobs that create themselves
Signed services become jobs from your templates — steps, reviewers and deadlines included. A job can’t close while anything under it is open.
Jobs and workflow 03 · ComplianceClient ID and risk, evidenced
Client identification, risk workflow and scheduled reviews, every decision logged. Your PCMLTFA obligations stay with your firm — FigsFlow holds the evidence.
FINTRAC guide 04 · Work with clientsA portal under your brand
Two-minute asks, save-and-resume uploads, e-signature and one named contact. Your clients see your firm — not our logo.
Client portal 05 · Connected to your stackQBO-first, Microsoft-native
QuickBooks Online and Xero alongside Microsoft 365 — documents in your SharePoint, mail synced with Outlook, working papers in Excel.
IntegrationsRealization, budget and WIP — before the season proves it
Time against agreed fee, per client and per job, so a partner sees which fixed fees are underwater in October rather than in May.
ReportingThe Canadian filing year, as one working timeline.
Every recurring obligation in a firm’s year exists in FigsFlow as a per-client object — not a task somebody remembers to create.
- 15th, monthly
Payroll remittances
Source deductions on their monthly or accelerated cycle — every employer client.
Per pay cycle - End of February
T4 and T5 slips
Information returns for every employer and investment payer on the books — the season before the season.
Per employer - March – April
T1 season proper
Slips chased, checklists cleared, returns reviewed — the weeks that fund the year and stretch the team.
Per individual - 30 April
T1 filing and balance due
The national deadline — and the payment date even for self-employed filers who file in June.
Per taxpayer - 15 June
Self-employed T1s
The second wave — proprietors and partners, with interest running on any balance since 30 April.
Per proprietor - Rolling
T2 — 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 corporation - Monthly · quarterly · annual
GST/HST cycles
Each registrant on its own reporting period — high count, low value, easy to drop.
Per registrant - Québec
Revenu Québec, in parallel
TP-1 and CO-17 alongside their federal equivalents — two administrations, one client record.
Per Québec client - Always on
Client ID and risk reviews
Identification records and risk reviews on a cadence your firm sets — logged, dated, evidenced.
Per client
- 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 firmsWhat FigsFlow does — and what it doesn’t.
Software that overstates itself moves a liability you still carry. So, plainly.
- Tracks, schedules, chases and evidences the whole cycleT1s, T2s off each year end, GST/HST periods, slips and remittances — per client
- Assembles priced proposals and engagement lettersFrom your clause and pricing rules — e-signed, fee frozen on acceptance
- Evidences client identification and risk decisionsRecords, review cadences and an audit trail your firm controls
- Turns approved time into invoicesAnd shows realization per client and per job
- File anything with the CRA or Revenu QuébecFiling happens in your certified tax software — FigsFlow tracks and evidences it
- Make your firm compliantPCMLTFA and professional obligations sit with your firm — FigsFlow holds the evidence, not the liability
- Process payrollIt manages remittance and slip deadlines; payroll runs in your payroll software
- Give tax adviceAI drafts and suggests; professional judgement stays with your team
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.
Bookkeeping and CAS firmsQBO-first. Microsoft-native.
FigsFlow doesn’t become another place client files live. Ledgers stay in QuickBooks Online or Xero, documents in your own SharePoint, mail in Outlook and working papers in Excel. Leave one day and everything is still yours.
- QuickBooks Online
- Xero
- Microsoft 365
- SharePoint
- Outlook
- Excel
Three ways in — wherever your firm is.
The same practice management software underneath, for accounting firms of every shape. Start where you are.
Per-user pricing. No onboarding ransom.
Choose the full suite or start with the one module you need. Every plan, every inclusion and the seat calculator sit on the pricing page.
- Practice Management or Practice SuiteTwo plans, priced per user
- Just need one thing?Single-module tiers, from proposals to engagement letters
- Enterprise from 25 seatsMulti-office firms, one consistent process
Questions firms ask us first.
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.