The client app for Canadian accounting firms
Your clients, one tap from their paperwork. FigsFlow’s client app shows clients of Canadian CPA firms what you need from them, their CRA deadlines and tax payments, on the same record your team works from.
A mobile client experience built to enterprise SaaS standards. Upload a document with the camera, approve a job, sign an engagement letter, pay an invoice and message the person doing the work — without a laptop, a password reset or an email chase.
Happy on FigsFlow
The app tour
What your client sees, in four short chapters
Tap through the app from your client’s side. The firm side, where requests are built, chased and filed, is what we walk through properly in a demo.
One list of what you need from them
The app opens on what’s waiting, not a filing cabinet. Overdue items sit at the top, and each one has a single action.
- Overdue, this week and later, grouped
- Each task tagged with the account it belongs to
- Upload, approve, sign or answer from the list
What’s due to the CRA, and when
Tax and bills lists each payment coming up, with the amount, the due date and a How to pay button. Your own invoices sit on the next tab.
- Confirmed and estimated amounts marked
- Days left to pay on every item
- HST, T2 and instalments in one list
Questions stay with the job
Clients message your team from the app. Each thread is tagged with the account and the job, so the context travels with it.
- Every thread linked to a job
- Unread count right on the menu
- A new message in one tap
Agreements, in their pocket
Engagement letters and proposals come to the app for review. Clients see what you do for them and what it costs before they sign.
- Letters waiting for signature flagged
- Fees per service in plain sight
- Signed agreements kept with the date
It’s March, and your clients are on their phones. Sound familiar?
A T4 arrives on WhatsApp at 10 p.m. A T5 turns up as a blurry photo with no name on it. A client says she sent her RRSP receipts “weeks ago”, and you’re scrolling three inboxes to check.
Your clients bank, shop and book appointments on their phone. Their accountant is the one thing they can’t.
That isn’t a phone problem. It’s a request problem.
Nobody, client or staff, can see in one place what’s been asked for, what’s arrived and what’s still holding the return up. See how one client record fixes it
Client app home screen: everything outstanding, above the fold
The client opens the app and sees exactly what is waiting on them — not a menu they have to interpret. Actions first, history second.
Where the app sits
One client record, from request to paid
The app isn’t a separate tool for clients. It’s the client side of the same record your team works from, so a tap on their phone moves the job on yours.
- Request sent
- Reminder on the phone
- Records uploaded
- Return approved
- Tax paid
A GST/HST quarter, closed from a phone
The request lands on the client’s To do list with a notification. They upload the records, approve the return when it’s ready, and see the CRA payment, its amount and its due date under Tax and bills. Your team sees every step on the same record, and nobody re-keys anything.
Worth knowing: the return itself is still prepared and filed in your own tax software. FigsFlow tracks the work around it.
CRA deadlinesHartley Property Ltd. · GST/HST Q3
What it does
Seven questions every client asks, answered on their phone
Each screen in the app answers a question your team would otherwise take by phone or email, usually more than once.
“What do you need from me?”
One list of what’s waiting, not a filing cabinet
The app opens on what needs the client. Overdue items sit at the top, then this week, then later, each with one action.
- Grouped into overdue, this week and later
- Each task tagged as upload, approve, sign or form
- A badge count on the To do tab
“When is it due?”
Every CRA date on one calendar
Deadlines shows each filing and payment date for the client’s own accounts, as a calendar or a list, with the amount where there is one.
- Filings, tax payments and done items marked
- HST, T2 and instalment dates together
- Days left on every item
“How much do I owe, and to whom?”
Tax to pay and your invoices, side by side
Tax and bills lists what’s due to the CRA over the next four months, with confirmed and estimated amounts marked. Your own invoices sit on the second tab.
- How to pay on every CRA payment
- Estimates labelled as estimates
- Overdue invoices flagged
“Where’s my return?”
Status they can check without calling you
Your work shows each job’s stage and the date you agreed, for every account the client can see.
- Plain-language stages, not workflow jargon
- An expected date on every job
- Personal, company and trust work in one place
“Where did you put that letter?”
Documents filed by tax year
Documents groups everything by tax year, shows what needs the client, and lets them upload from the same screen.
- Filter by needs you, starred or from you
- Status on each file: awaiting approval, awaiting signature, filed
- Search across every document
“Who do I ask about this?”
Messages that stay with the job
Clients message your team from the app. Each thread is tagged with the account and the job, so the answer and its context stay on the client record.
- Every thread linked to a job
- Unread count right on the menu
- A notification for every reply
“Can I sign this now?”
Agreements to review and sign
Engagement letters and proposals arrive for review in the app. Clients see the services you provide and the fee for each before they sign.
- Letters waiting for signature flagged
- Fees per service in plain sight
- Signed agreements kept with the date
The difference
Email and WhatsApp, or one client app
Most firms still collect slips, receipts and sign-offs through whatever the client has open: email, text, WhatsApp or a shared-folder link. It works until a document goes to the wrong person, sits on a departed colleague’s phone, or arrives as the fourth “final” version.
“Unencrypted and unsecured”
That's how the CRA describes its own email notifications, which it warns "could be lost or intercepted." The mail itself waits in My Account.
Source: CRA, terms of use for email notifications39%
of the breach records the Office of the Privacy Commissioner sampled from businesses were caused by human error.
Source: OPC, 2019–20 breach record inspections686
breach reports filed with the Privacy Commissioner under PIPEDA in 2024–25, affecting about 20 million Canadian accounts.
Source: OPC, 2024–25 annual report| Email, WhatsApp and links | FigsFlow client app | |
|---|---|---|
| Where requests live | Scattered across inboxes, chats and voicemail | One to-do list per client, linked to the job |
| Wrong recipient | One mistyped address or chat, and a T4 lands with a stranger | Clients sign in to their own record; files stay in the app |
| Versions | IMG_4471 (2).jpg, final_v3, final_FINAL | One named slot per item, filed against the job |
| What's outstanding | Known only to whoever keeps the spreadsheet | Visible to the client and the whole team |
| โI sent it weeks agoโ | Your word against their inbox | Every request and upload is time-stamped |
| When someone leaves | The thread leaves with their mailbox or phone | Requests and replies stay on the client record |
| Sign-off | Print, sign, scan, send back | Review and sign agreements in the app |
| Tax deadlines | A reminder email that gets buried | CRA dates and amounts on the client’s own calendar |
To be clear: an app doesn’t take your privacy obligations off your plate. It removes the step where a client’s slips travel as email attachments and chat photos, and it gives you a time-stamped record of who asked for what, and when.
Who uses it
Who uses the client app, at every firm size
Pick the shape of your practice. The same client app works for a sole practitioner and a firm of 50 or more.
What you’ll see4 steps
- Step 01Every request goes out from you, and so does every chase
- Step 02One app replaces the WhatsApp, email and voicemail mix
- Step 03Reminders chase on a schedule while you get on with the workYou stop being the chaser
- Step 04A job only comes back to you when a client goes quiet
Recorded walkthrough coming soon. Book a demo to see it live today.
What you’ll see4 steps
- Step 01Three people, three inboxes, one client
- Step 02Requests move out of inboxes and onto the client record
- Step 03Anyone in the team can see what is still outstandingNo more asking who has it
- Step 04Holiday cover without a handover email
Recorded walkthrough coming soon. Book a demo to see it live today.
What you’ll see4 steps
- Step 01T1 season: hundreds of returns, the same slips in a different mix
- Step 02Each return gets a request with a slot for every item
- Step 03Status answers โwhereโs my return?โ before the phone ringsThe question answers itself
- Step 04After five unanswered reminders, the job comes back to the team
Recorded walkthrough coming soon. Book a demo to see it live today.
What you’ll see4 steps
- Step 01Several offices, one way for clients to send documents
- Step 02Uploads land in the firmโs own Microsoft 365 tenant
- Step 03Staff sign in with Entra ID single sign-on and MFAInside your IT policy
- Step 04Every request, upload and signature is time-stamped
Recorded walkthrough coming soon. Book a demo to see it live today.
Stripe
Card, Apple Pay or Google Pay for your invoices, with the receipt emailed for you.
Microsoft 365
Uploads land in your own SharePoint and OneDrive.
Outlook and Entra ID
Your team signs in with single sign-on and MFA.
No tax preparation software integrations yet. The app doesn’t push data into your T1 or T2 package.
Founding-customer program ยท open now
Founding Canadian firms: judge the client app on the product
We're onboarding a small group of Canadian firms as founding customers. See the product for yourself and ask what founding customers get.
Ask about the programPricing in Canadian dollars
Client app pricing: included, not an add-on
The client app and portal come with Practice Management and with the Practice Suite. Priced per person, in Canadian dollars.
Everything is free until February 28, 2027. No card needed.
Launch offerRun the work
Practice Management
Then C$79 per person after 10. No minimum. Plus GST/HST.
- Client portal on your FigsFlow subdomain
- Unlimited jobs, tasks and templates
- Timesheets, capacity and profitability
Includes 20 AI actions a person a month.
Everything in one plan
Practice Suite
Then C$105 for each person after that. No minimum. Plus GST/HST.
- Client portal on your own FigsFlow subdomain
- Jobs, tasks, timesheets and capacity
- Proposals and engagement letters, with the pricing engine
- CRM Core on every seat, unlimited e-signatures and documents
AML checks are billed separately, per check.
Live today
- Client dashboard and to-do tasks
- Job status tracking
- Push, in-app and email notifications
- Document library with camera upload
- Form-guided document intake
- E-signature and approvals
- Chat with your client team
- Invoice view and Pay Now
Coming next
- Financial insights from Xero or QuickBooks Online
- Document lock to invoice
- OCR and full-text document search
- Recurring and subscription billing
- Native iOS and Android apps
On the roadmap
- Trend and variance analysis
- Time tracking and billable hours in the portal
- In-portal voice and video calls
- AI-drafted financial commentary
Related modules
Next in the platform
The app is where your client acts. These four do the work behind it, on the same record.
More of the platform
Forms and requests
Builds the requests that fill the portal’s upload slots, and runs the reminders.
See the forms moduleE-signature and approvals
Where drafts, statements and letters get signed off, each signer as themselves.
See the e-signature moduleClient portal
The same client record in a browser, for clients who’d rather use a laptop.
See the client portalDocuments in your SharePoint
Where every upload ends up: your firm’s own Microsoft 365 tenant.
See the documents module