Every action, on the record
FigsFlow is audit trail software for Canadian accounting firms. Every view, edit, approval and email on a client is logged with who, what and when, so you can answer a practice inspection, a CRA query or a client dispute from the record rather than from memory.
G2 reviews
Verified reviewsIllustrative timeline. Client and staff are sample data.
Trusted by the best
Why “who changed this?” takes a week to answer
When the history of a client file lives in inboxes, shared drives and people’s memories, every inspection, query or dispute turns into an archaeology project.
History scattered across tools
- Approvals buried in an email someone may have deleted
- A changed fiscal year end with no note of who changed it
- Inspection files rebuilt from memory and folders
- Shared logins that make every action anonymous
One timeline per client
- Every action stamped with a named user and a time
- Before and after values kept for every change
- Approvals tied to the exact version that was approved
- An export ready for an inspection or review
Four kinds of evidence, one timeline
Changes to the client, the work, the conversation and who accessed it, stamped with a named user and a time.
Every change to the client file
Name, entity type, fiscal year end, GST/HST period, contacts and services. Each change keeps the old value, the new value, who made it and when.
Preparation, review and sign-off
Job stages, reviewer sign-offs and approvals are recorded against the version that was approved, so a file cannot quietly change afterwards.
Emails, portal messages and signatures
Client emails, portal uploads, e-signatures and engagement letters sit on the same timeline as the work they relate to.
Who looked, not just who changed
Sign-ins, record views and exports are logged per user, which helps you answer privacy questions about who accessed a client’s personal information.
A record you can stand behind
Written automatically as the work happens, readable by anyone who needs to check it.
Added, never edited
Entries are appended as actions happen, so the history stays exactly as it happened.
Before and after values
See precisely what changed on a client record, not just that something did.
Named users only
Every person signs in as themselves, so no action is hidden behind a shared login.
Filter and search
Narrow the trail by client, user, date range or type of action in seconds.
Exports for inspection
Produce a clean export for a practice inspection, a review or a client query.
Retention by policy
Keep records for as long as your firm’s policy and obligations require.
Evidence for the reviews Canadian firms actually face
Inspections, regulator record-keeping, tax authority questions and privacy requests all come down to the same thing: showing who did what, and when.
Ready for your provincial CPA body
Provincial CPA bodies inspect public accounting practices. A timeline of who prepared, reviewed and approved each file makes that evidence easier to produce.
Records kept the way the rules expect
Where your firm is a reporting entity, client identification and related records generally have to be kept for at least five years. The trail shows when each one was created, and by whom.
Answer a query from the record
When the CRA asks about a filed return, see what the client supplied, when it arrived and who approved the final version.
Know who accessed personal information
Access logs show who viewed or exported a client record, supporting your firm’s accountability for the personal information it holds.
This page describes software features, not legal or regulatory advice. Confirm retention and record-keeping obligations against current FINTRAC guidance, your provincial CPA body and your advisers.
In practice
One record, written by every module
Nothing has to be logged by hand. Client changes come in from CRM and pipeline, approvals from e-signature and approvals, agreed terms from engagement letters and identity checks from FINTRAC compliance.
Client messages are added from email and the client portal, and partners can see the wider picture, from deadlines to workload, on the practice dashboard.
Modules that write to the trail
Each of these adds to the same client timeline as it is used.
What firms ask before an inspection
What does the audit trail record?
Can anyone edit or delete an audit entry?
How long are records kept?
Can we export the trail for a practice inspection?
Does it replace our working papers?
Does it log who viewed a record, not just who changed it?
Bring the question you could not answer
Thirty minutes. Bring the last time someone asked who changed a client file and we will show you how FigsFlow answers it from the record.
Clients, staff and figures on this page are illustrative.