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Practice management · CanadaEverything your firm runs on, on one client record
Twenty-plus parts of a firm, and one place they all write to. Enquiry to payment, with FINTRAC client due diligence and identity checks inside the engagement flow rather than in a separate tool — and CRA deadlines dated from the record itself.
Illustrative client record. Names and figures are examples.
Trusted by the best
Eight steps. One record. Nothing rekeyed.
The record created at enquiry becomes the proposal, the due-diligence file, the jobs and the invoice. If a feature forces the same information into two places, the feature is wrong.
A lead arrives and becomes a client record, not a row in a spreadsheet.
Fees are built from the services the client actually needs.
Signed online; the scope you agreed is the scope your team delivers against.
Identity verification and risk assessment inside onboarding, recorded for FINTRAC purposes.
Jobs build themselves at signature, with CRA dates computed from the record.
Time lands on the job it belongs to, against the agreed budget.
Billing reads the same scope, so nothing is rekeyed at month end.
Recovery, WIP and deadline risk read straight off the record.
One record underneath. Every step writes to the same client, so the history of the relationship is already in one place.
Six groups. One record underneath.
Other tools sell a stage — a CRM, a proposal tool, a due-diligence checker, a workflow manager. Each is a stage of the same lifecycle, not a separate product to reconcile.
Win the work
Pricing lives with the engagement, not in a proposal PDF nobody reopens.
Onboard without leaving the flow
Identity checks, risk assessment and FINTRAC record-keeping sit inside onboarding. The compliant path is the default path.
Run the work
Jobs that build themselves at signature, so nobody asks who started the year-end engagement.
Work with clients
One question at a time, in plain language, with a confirmation after every step.
Filings and deadlines, modelled for Canada
CRA and Revenu Québec obligations are first-class concepts in the record, not a calendar you keep by hand.
Your stack, and a drafting hand
Microsoft 365, ledgers and an API — plus an assistant that drafts while a person still signs.
One platform, two languages
Every screen belongs to exactly one surface. The surface decides the vocabulary, the brand shown and the density — and a screen never mixes the two.
Job, task, due diligence, engagement letter, capacity, WIP.
The working surface for everyone in the firm.
Your firm’s logo, colour and name — never ours in front of your client.
Everything a client needs, nothing they do not.
Deadlines your firm already knows, dated for every client
The calendar is computed from each client record — entity type, fiscal year end, GST/HST period — so the dates below appear per client without anyone typing them in.
General federal dates shown for illustration. Confirm against current CRA guidance. See CRA deadlines →
Illustrative figures, read off the same record the work was delivered against.
Start where the fire already is
There is no phase two you have to survive. Turn things on in the order that relieves pressure soonest.
Deadlines and client requests
Start with the part that is already on fire: CRA dates and the records you are chasing.
Week oneProposals and engagement letters
Add them the next time you re-sign a client, not as a big-bang migration.
At renewalTimesheets and billing
Turn them on after April 30, not during T1 season.
After the seasonWhat we do not claim
Software for accounting firms is easy to oversell. These are the lines we do not cross.
We do not keep you compliant
FigsFlow evidences and assists your client due-diligence work. Your firm remains responsible for meeting its FINTRAC obligations.
Your responsibilityThe AI never advises
It drafts and suggests. Every AI-assisted action is labelled, every draft can be edited or discarded, and a person signs the work.
Labelled, editableWe are not an accounting firm
FigsFlow is software for firms. We do not sell accounting or tax services, and we do not compete with the firms we serve.
Software onlyEvery part, one record
Start with the module your firm needs most. Each one writes to the same client record as the rest.
Drafts the writing work; a person still signs.
See AI assistant → CRA deadlinesEvery filing date, computed from the client record.
See CRA deadlines → Reporting and analyticsRecovery, WIP and risk from the live record.
See reporting and analytics → All integrationsMicrosoft 365, ledgers and payments, self-serve.
See all integrations → API and webhooks FINTRAC client due diligence Audit trail and evidence Microsoft 365 integration CRM and pipeline Documents in SharePoint Security and data Engagement letters Canadian tax calendar Bookkeeping and CAS Onboarding suite Practice dashboard Pricing and quoting Proposals Team and capacity Timesheets and billing Workflow templates Jobs, tasks and deadlines Email Client portal Forms and requests Tax firmsSix groups, twenty-four modules
All of it live for Canadian firms today, and all of it writing to the same client record.
Win the work
Pricing lives with the engagement, not in a proposal PDF nobody reopens.
Evidence, not assurances
Client identification and risk decisions recorded as you work. Your PCMLTFA obligations stay with your firm — FigsFlow holds the evidence.
Run the work
Jobs that build themselves from the signed letter, and a deadline list that reflects the Canadian calendar.
Work with clients
One ask at a time, under your own brand. Not the twelve-item checklist that dies at item four.
Connected to your stack
QuickBooks Online and Xero alongside Microsoft 365. Your files stay in your own tenant.
Intelligence
The assistant drafts it. A person still reviews and signs it.
Not sure what is live in Canada today? The availability matrix lists every module and its status, and the solutions overview shows how firms combine them.