Pricing and quoting · Canada
Pricing software for Canadian accountants that shows its working on every fee
Quote every client from the same rules, in Canadian dollars, without the end-of-meeting discount.
FigsFlow is pricing software for Canadian accountants and CPA firms. Price a T1, a T2, a bookkeeping file or a year of GST/HST filings with eight fee methods, offer packages the client chooses between, and let a minimum-fee floor stop a discount before it leaves the firm. Each line on the quote explains itself, and every rule set is versioned.
✓Free until February 28, 2027 · no card needed · see pricing ↓Illustrative fees for a sample client. Change the band and every package recalculates from the same rules.
Happy on FigsFlow
See it work
See one answer reprice three packages
Under two minutes: three packages are built, a monthly-transactions calculator sits behind the middle one, and the client answers a single question while every fee recalculates in dollars. It is the quickest way to see what pricing software for Canadian accountants should actually do.
- Three packages
- One calculator behind them
- One client answer
- Every fee in CAD
A short animated walkthrough showing how FigsFlow stops one engagement being priced two ways: the fee is worked out from the client's own answers rather than from memory.
One client answer, three fees in CAD. Tour the whole platform →
Where pricing goes wrong
Same engagement, two different fees, and no one has noticed
Nobody chose the gap. The firm has habits instead of a settled price, and closing that gap is the job pricing software for Canadian accountants is there to do.
Open any card to see its fix, or switch them all at once.
Two corporations, near-identical work, C$480 apart.
One quoted in February between two client calls at C$1,315; the other in August on a slow afternoon at C$1,795.
The fix. Both are priced from the same rules, so two similar files get the same fee.
The fee depends on who picked up the phone.
The firm has no settled price for the work, only habits spread across the team, and habits tend to round down.
The fix. Your rates live once, as rules. Anyone who quotes applies the same ones.
Three modest discounts became one large one.
Nobody finds out until after the quote has gone, when the margin is already gone with it.
The fix. Discounts apply in the order you choose, with a running total. A minimum-fee floor holds the quote.
A price list someone has to keep current.
Typed once into a package, applied to everyone and nudged by hand whenever it drifts.
The fix. Each fee is calculated from the client’s own figures: transactions, employees on payroll, entities in the group.
A January rate change reached some quotes and not others.
New rates sit in one spreadsheet while quotes still go out from another.
The fix. Rule sets are versioned. A rate change is applied once, and earlier quotes keep the rates they were issued on.
“Why did our fee go up?” at renewal.
The answer is in a partner’s memory, if it is anywhere at all.
The fix. Every line carries a plain-language reason, and any quote rebuilds from its locked rule set.
Two decisions, kept apart on purpose
How a fee is worked out, and how the client meets it. Most tools blur the two; good pricing software for Canadian accountants keeps them apart. The method produces the number: a flat fee, a per-unit rate, hourly by role, fee bands, a volume rate, a tiered rate, a percentage of an amount or a full calculator. The mode shapes the experience: built in, offered as an add-on, one package among several, or a quantity the client chooses.
| Fee methodproduces the number | Built inmode 01 | Optional add-onmode 02 | One of several packagesmode 03 | Client-chosen quantitymode 04 |
|---|---|---|---|---|
| Flat feeA single amount for the engagement | ✓ | ✓ | ✓ | ✓ |
| Per-unit ratePer T4 slip, per return, per entity | ✓ | ✓ | ✓ | ✓ |
| Hourly by rolePartner, manager and staff rates, versioned | ✓ | ✓ | ✓ | ✓ |
| Fee bandsA set fee for each revenue or volume band | ✓ | ✓ | ✓ | ✓ |
| Volume rateOne rate applied across the full quantity | ✓ | ✓ | ✓ | ✓ |
| Tiered rateA different rate inside each tranche | ✓ | ✓ | ✓ | ✓ |
| Percentage of an amountOf revenue, of a refund recovered, of a value | ✓ | ✓ | ✓ | ✓ |
| Full calculatorInputs, a formula and conditions together | ✓ | ✓ | ✓ | ✓ |
The fee is shown to the client in proposals, committed in the engagement letter, and checked against the hours the file really took in time and billing.
How a fee gets set
A fixed fee, set before your coffee cools
Good pricing software for Canadian accountants keeps the simple case simple: choose the method, enter the amount, add a minimum if the work warrants one. The calculator stays one click away for the services that genuinely vary.
- Answers
Monthly transactions, employees on payroll, entities in the group. The client answers once, or the AI assistant pre-fills the inputs from the enquiry for you to check.
- Rules
A flat fee for a straightforward T1, fee bands for a T2, a volume rate for bookkeeping and a per-employee rate for payroll and T4 slips.
- Fee
Each line explains itself, and the minimum-fee floor is checked before anything can be sent.
- Packages
Essentials, Managed and Managed plus, each priced from this client’s own figures rather than a typed amount.
- Proposal
The packages move into the proposal the client chooses from, and the agreed fee carries into the engagement letter without being retyped.
Sample client. You choose which questions drive each fee.
How the client compares and accepts is covered in Proposals →
Capability · Packages
Packages the calculator prices for this client alone.
Package builders let a client pick Good, Better or Best, but each price was typed once and applies to everyone. Fee calculators work out a real number from revenue or transaction volume, but leave the client nothing to choose. FigsFlow joins the two.
- The client answers once. All three packages recalculate, with no second quote to build.
- Any method can sit behind any package, so a client compares options priced from their own figures.
Capability · Floors and checks
Caught internally, before the client ever sees it.
Every service can carry a minimum fee, a margin threshold and a sanity check that flags anything negative, zero or implausible, all applied before a quote can be sent.
- Discounts apply in the order you choose, and the running total updates as you rearrange them.
- Nobody finds out after sending that three modest concessions compounded into one large one.
Capability · The record
A fee you can still defend two tax seasons from now.
Each line carries a reason in plain language, such as “bookkeeping, 251–500 monthly transactions”, which the client sees and the file keeps. Rule sets are versioned and rates are locked at the moment of quoting, so any quote you have sent can be rebuilt exactly.
- When a client asks at renewal why the fee changed, the answer comes from the record, not a partner’s memory.
- Every amount rebuilds from locked rules, never from a saved total.
Overrides
Judgement stays with you. The record shows where it was used.
Only people you give that permission can override a calculated fee, and every override is logged with who made it and why. Calculated amounts show as locked, so neither a colleague nor the AI assistant can change one quietly.
- The AI drafts and explains, but never sets or overrides a number. The rules calculate; the AI explains.
- What to charge remains professional judgement. The software captures it once, applies it to every client and warns you when a quote drifts from it.
What pricing looks like at your firm's size
Choose the shape of your practice to see where the fee rules make the biggest difference.
Sole practitionerOne CPA, every fee
A fee set in a rushed April rarely matches one set in a calm October. Pricing software for Canadian accountants turns your own judgement into rules, so every T1, T2 and bookkeeping file is priced the way you would price it on your best day.
- Your judgement, written downSet it once, reuse it all year
- Fast quotes in tax seasonA flat fee in seconds
- A floor under every feeNo more end-of-call discounts
- Answers at renewalThe reason is on the quote
Small firmTwo to ten people quoting
In a small firm the risk is four people quoting one engagement four ways. With pricing software for Canadian accountants the partners agree the rules once, and anyone on the team can quote a new corporate client the same afternoon without walking into a partner’s office first.
- One fee scheduleShared by everyone who quotes
- Partner approval only when neededBelow the floor, not every time
- Packages clients understandEssentials, Managed, Managed plus
- Faster yes from prospectsQuotes go out the same day
Growing firmSeveral teams, one standard
As a firm grows, pricing knowledge leaks into inboxes and spreadsheets. Pricing software for Canadian accountants keeps one versioned rule set across tax, bookkeeping and advisory teams, so a rate change in January applies to every new quote from that day, and every older quote still shows the rates it went out on.
- Versioned rate changesDeliberate, dated and visible
- Consistent across teamsTax, bookkeeping and advisory alike
- Margin flagged earlyBefore an underpriced file is accepted
- Clean handoverThe fee logic stays with the client
Multi-officeMultiple offices and provinces
Across offices, pricing drift becomes a governance issue. Pricing software for Canadian accountants gives leadership one rule set, approval limits by role and a dated record of every override, so an office in Calgary and an office in Halifax quote comparable work on a comparable basis.
- Approval limits by roleWho may go below the floor
- Every override loggedWith the person and the reason
- Comparable across officesThe same rules everywhere
- Reporting on realizationQuoted fee against actual time
Where it connects
Canadian dollars on the quote, and the invoice where you already raise it
Fees are quoted in Canadian dollars and planned around the calendar your clients really live by: fiscal year-ends, T4 season, the T1 deadline and corporate filings that follow each year-end. Once the engagement is signed, the invoice is raised in your ledger and collection runs through the tools you already use.
A quote written for another country reads wrong to a Canadian client from the first line. It has to speak in dollars, GST/HST and T-slips.
- 01 · QuoteC$1,395.00In Canadian dollars, GST/HST shown
- 02 · SignEngagement signedSent from your mailbox, filed in your tenant
- 03 · InvoiceRaised in your ledgerWith the fee breakdown attached
- 04 · CollectPaid your usual wayCard or pre-authorized debit
Stays exactly where it isYour general ledger, chart of accounts and bank reconciliation, all untouched.
What FigsFlow addsWhen the engagement is signed, the invoice appears here with the fee breakdown already attached.
- No double entry
- No data migration
- Your ledger, your rates
Built by practitioners
Shaped by accountants who price their own work
Designed alongside working accounting firms, not in a lab, by people who have sent a quote and then had to stand behind it at year-end. Here is how pricing software for Canadian accountants fits four different practices.
Use case
Use case
Use case
Use caseRemembered or calculated
A fee someone remembered, or a fee the rules calculated
Choosing pricing software for Canadian accountants comes down to one question: does the number come from a person’s memory or from a rule? Both give you a figure. Only one can be explained at next year’s renewal, and only one charges two similar corporations the same amount.
Pricing and quoting, priced
Start free. Priced per firm when you grow.
The pricing engine is part of the Onboarding module, alongside proposals, engagement letters, documents, e-signature and payment set-up. The formula pricing builder, website pricing embed and client value calculator come with Advanced Pricing.
Everything is free until February 28, 2027, with no card needed.
Launch offerOne person
Solo
C$59 billed monthly.
- Proposals, pricing and letters
- Governed clause library
- Unlimited e-signatures
Fair use: 150 engagements a year
Up to 3 people, then C$25 each
Team
C$155 billed monthly, then C$32 each.
- Everything in Solo
- Approvals and firm countersigning
- Compliance Program included
Fair use: 450 engagements a year
Most chosen · up to 15 people, then C$15 each
Practice
C$305 billed monthly, then C$19 each.
- Everything in Team
- Advanced Pricing: formula pricing builder, website pricing embed and client value calculator
- Additional workspaces available
Unlimited engagements
Advanced Pricing is included in Practice. Add it to Solo, Team or a Practice Suite of up to 10 people for C$49 a month; from 11 people it comes with the Suite.
Only need engagement letters? Letters is free for one person, up to 20 letters a year, with documents and e-signature included.
The whole platform: Practice Suite, C$79 per person a month, for your first 10 people, then C$105 for each person after that. No minimum. Plus GST/HST.
Connected across FigsFlow
Where every fee goes next
A fee never stands alone. In pricing software for Canadian accountants it should flow straight into the documents and work that follow. These four modules present, commit, deliver and measure it.
More of the platform
Proposals
Where the fee is shown: the packages a client compares and a record of the one they chose.
Explore proposalsEngagement letters
Where the fee is committed, with services and amounts carried over instead of retyped.
Explore engagement lettersTime and billing
Actual time set against the quoted fee, which is how next year’s rules get sharper.
Explore time and billingJobs, tasks and deadlines
The work the fee must cover, created from the services the client signed for.
Explore jobs and deadlinesQuestions
The questions Canadian firms ask first
If yours isn’t here, ask it on the call and we will answer it straight.