Win the client. Sign the client. Verify the client. Then do the work.
Accounting practice management software for Canadian firms. Proposals, CRM, engagement letters and ID checks flow straight into jobs, deadlines and billing, all on one client record.
- A 30-minute online demo, run on your own services and client mix
- Proposals, engagement letters and ID checks on one client record
- Sits alongside Microsoft 365, QuickBooks Online and Xero
The whole practice, read from one record.
Everything the practice runs on. Connected.
Twelve modules, one record, in the order a client moves through them: win the work, set the client up, deliver it, get paid, and run the firm. Win the work is fully launched in Canada; practice management (set up, deliver, get paid, run the firm) launches in beta on 3 November.
CRM and pipeline
Enquiries captured with their source, scoped, priced and tracked to won or lost, on the record they will become.
Proposals and pricing
Fees computed from your own rate card, revenue bands and complexity factors, so two managers quoting the same job land on the same number. The client picks a tier and accepts online.
Engagement letters
Assembled clause by clause from the accepted services and locked at signature. Scope changes go out as signed variations.
Client ID and risk
Client identification and risk recorded from coded rules, with escalation to your compliance officer. Your PCMLTFA obligations stay with your firm; FigsFlow holds the evidence. Nothing goes out until ID clears.
Client management
One record per client carrying group structure, directors and shareholders, business number, year end, GST/HST filing frequency and every service you’ve signed for.
Deadline tracking
T1s, rolling T2 year ends, GST/HST periods, T4 and T5 slips and payroll remittances computed per client, as first-class objects on the record rather than dates somebody remembered.
Task management
Jobs built from your own workflow templates, with steps, assignees, reviewers and maker-checker review enforced.
Client portal and requests
Information requests the client completes step by step from any phone, saving as they go. Uploads land on the job.
Document management
Filed to the client record in your own SharePoint, under your retention policy, with Outlook threads attached.
Time tracking
Timesheets that post against the job, not a vague code, so write-ups and write-downs are recorded where the work happened.
Billing
Invoices raised from the frozen price snapshot on the engagement letter, so the scope you agreed is the scope you bill.
Reporting
Realization, budget, WIP and capacity per client and per job, so the fixed fee that is underwater shows up in October, not after T1 season.
Signature to invoice, without a single hand-off.
Six stages, one record. Choose any stage to see what FigsFlow does at that moment, and what your team no longer has to do.
Enquiry captured with its source, scoped and priced
Referral, search or existing client, recorded once, so months later you can see which channel actually pays. The pricing engine computes the fee from your own rates, revenue bands and complexity factors rather than a partner’s memory.
Revenue bands, entity type and complexity factors feed the fee, so two managers quoting the same job land on the same number.
The proposal is generated from the scoped services already on the record.
Nothing goes out until client ID clears
Client identification and risk are recorded from coded rules, with escalation routed to your compliance officer. On acceptance the price is frozen and the engagement letter is assembled clause by clause from the accepted services.
Locked at signature. Later changes become signed variations rather than quiet edits.
The prospect becomes the client in place. No duplicate, nothing re-keyed.
Signed services become jobs, built from your templates
Steps, tasks, assignees and reviewers are already in place the moment the engagement starts. Maker-checker review is enforced by the workflow, so a job cannot close while anything beneath it is still open.
The control lives in the job, so sign-off is a step rather than a chase over email.
Templates carry your firm’s method, so a new engagement starts the way the last one did.
Deadlines load themselves, computed per client
T1s, T2 year ends, GST/HST periods and slip dates exist as first-class objects on the record rather than tasks somebody remembered to create. Information requests go out on a schedule and every reminder is evidenced.
Scheduled from the obligation date, with the trail recorded against the client.
Recurring obligations exist whether or not anyone thought about them this month.
Invoice raised from the frozen price snapshot
Billing draws on the price agreed at acceptance, so scope creep has to become a signed variation rather than a write-off discovered at the year end. Write-ups and write-downs are captured at billing, against the job.
Realization means something because it is captured where the work actually happened.
FigsFlow tracks, chases and evidences the cycle. It doesn’t file anything with the CRA or Revenu Québec.
Margin, per client and per job, read the way partners read it
Realization, budget and work in progress come from the same records the work ran on. The fixed fee that is underwater surfaces in October, while there’s still time to reprice it, rather than after T1 season.
Underwater engagements show up while a conversation about price is still possible.
Pipeline, delivery and billing already agree, because they were never separate.
Ask the practice a question. Get the answer, not a dashboard.
The assistant reads what is already on the record, deals, jobs, deadlines, requests and timesheets, and answers the questions a partner asks first thing on a Monday. It drafts, triages and summarises. People still approve.