See your practice run on one record
Thirty minutes, screen-shared with someone who has run a practice. We walk your workflow — enquiry, proposal, identity checks, jobs, invoice — and show you exactly where the rekeying disappears.
✓Live product, not slides. Real screens, populated with a practice that looks like yours.
✓Built by accountants. The people who build FigsFlow run their own firms on it.
✓A straight answer either way. If it is the wrong fit, you hear that in the thirty minutes.
Your services, your client mix, your CRA deadlines — opened on screen and worked through in order.
Who you’ll be talking to
A practitioner, not a sales script.
The person who opens the product has run jobs, chased documents and signed off a file at eleven at night in February. That changes the conversation: you can describe the problem in the words you actually use, and get an answer in the same language.
There is no qualification call before the call, no discovery questionnaire, and no handover to a second person who has to go and ask someone.
- You ask, they open the screen — not a slide about the screen.
- Awkward structures welcome: three entities, one owner, a fee that changed mid‑year.
- Anything not built yet is named as not built yet.
If FigsFlow cannot do something your practice needs, you will hear it inside the thirty minutes — not in week three of a trial.Practitioner-led, because the people building FigsFlow run their own firms on it.
How the call runs
Four movements, thirty minutes.
No discovery questionnaire and no qualification script. We open the product and work through your practice in the order the work actually happens.
Your current flow
Where work stalls, what gets typed twice, and which job always slips. You talk, we map it.
5 minutesThe lifecycle, live
An enquiry becomes a proposal, an engagement letter, a set of jobs and an invoice — on one record.
12 minutesYour awkward cases
Group structures, mid‑year fee changes, split billing, the client who never sends anything.
8 minutesAn honest next step
Fit, pricing and what migration would involve — or a straight no, with what to look at instead.
5 minutesWhat we commit to on the call. If FigsFlow cannot do something you need, you will hear that in the thirty minutes rather than in week three of a trial. You leave with a written summary either way.
On screen
What we’ll actually show you.
Live product, populated with a practice that looks like yours — not a sanitised sandbox.
Sample firm and client names are used throughout the demo. Nothing shown is a real client file.
Pipeline and enquiries
Where a new enquiry lands, who owns it and what happens next — without anyone chasing a spreadsheet or a shared inbox.
Proposals and engagement letters
Scope, fee and letter built from one agreed price, sent for signature and filed against the client automatically. Change the scope, the letter follows.
Onboarding and client identification
Identity checks run inside onboarding rather than as a detour, with results and evidence filed to the client record where a reviewer can find them.
Jobs, deadlines and payment
Signature creates the jobs. Delivered work becomes the invoice. Recurring cycles roll forward without anyone setting a reminder.
Where the line sits. FigsFlow runs the practice around the work: it evidences and assists your own compliance routine, verifies identity and keeps the records. It does not file returns, and it does not report to the CRA or FINTRAC on your behalf. Under the PCMLTFA, accountants are reporting entities only when performing triggering activities — receiving or paying funds, buying or selling securities, real property or business entities, transferring funds, or giving instructions for these.
Getting the most from it
Come with your difficult client.
The demo is worth far more if you bring the messy one — three entities under one owner, a fee that changed mid‑year, the job that always misses its date. We run that journey through the product in front of you rather than showing a tidy example that proves nothing.
- One real client journey, start to finish.
- The service your team argues about most.
- Whatever you tried to fix with a spreadsheet and gave up on.
- EnquiryLands in the pipeline with an owner and a next step.
- ProposalScope and fee agreed once, in one place.
- Engagement letterBuilt from the agreed scope and signed online.
- Client identificationChecks and evidence filed to the client record.
- Jobs and deadlinesCreated on signature, assigned and chased.
- InvoiceRaised from delivered work, not retyped.
Typically a partner and a manager. Bring anyone who has to sign off the change.
No forms, no data export, no pre‑call questionnaire.