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Adding practice management · CanadaYou have the ledger. This is everything around it.
Accounting software closes the books. It was never built to price the work, produce the engagement letter, run the client identification check, chase the missing records or tell you which job is late. FigsFlow is the layer that does — beside your ledger, never in place of it.
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The gap
Your ledger was never asked to run the firm.
It is very good at the thing it was built for. Everything on the right is what happens around it — and in most Canadian firms it lands in a spreadsheet, an inbox, or somebody’s memory.
Your accounting software handles
Already solved- Bank feeds and reconciliation
- Trial balance and year-end working papers
- GST/HST and payroll filings
- The client’s books, client by client
And then there is everything else
Currently: a spreadsheet, an inbox, or a memory- What this client should be charged this year, and when the fee last movedPricing
- Whether the engagement letter was signed, by whom, and against which clause setEngagement letters
- Whether client identification was completed, and when the risk rating is due for reviewFINTRAC
- Who is doing the T2, whether it has started, and what is blocking itJobs and workflow
- Which records are still outstanding, and who chased the client lastClient requests
- How much time has gone in against the fee, before it is too late to say anythingTime and billing
- What the firm is carrying this month, and who has nothing left to giveCapacity
None of that belongs in the ledger. It belongs in a practice layer that knows the same clients, sits beside the books and leaves them alone.
The real system
Right now, the practice management system is a person.
In most firms the whole thing sits in one head. Who owes what. Which letter was signed. Which job has not started. Which fee has not moved in four years. It works — until that person takes leave, or the book doubles, or they would like their evenings back.
- The handover is a conversation — nothing is written anywhere a colleague could pick it up on a Monday.
- Capacity is a feeling, not a number — you know the firm is full, but you cannot show a partner where.
- Compliance evidence gets reconstructed — assembled after the fact rather than captured while the work happened.
- Fees drift quietly — nobody reprices a client whose work still goes out on time.
FigsFlow does not replace that judgement, and it is not meant to. It writes it down, so the firm can finally see what one person has been carrying.
The practice layer
What sits between your clients and your ledger.
Eight things your accounting software does not do. Take all of them, or start with the one that is costing you most — the modules work on their own and better together.
The boundary
It sits beside your stack. It does not try to take it over.
Three lines FigsFlow will not cross, written down here so you can hold us to them on the demo.
It holds the client. Your ledger holds the books.
FigsFlow knows who the client is, what was agreed, what is owed and which job is running. Transactions, trial balance and year-end stay in your accounting software. Neither one is asked to be the other.
No second set of books
Documents stay in your SharePoint.
FigsFlow points at the folder structure your firm already uses rather than copying files into a second store, so your permissions, retention policy and backups carry on untouched.
Nothing duplicated
Nothing is filed on your behalf.
FigsFlow drafts, records and evidences the work — identity checks, risk ratings, decisions, the audit trail. Filing with the CRA, reporting to FINTRAC and the professional judgement behind both stay with your firm.
Your judgement, your signature
Which connections are live for Canadian firms is listed on the integrations page rather than promised here. If a connection you need is not there yet, say so on the demo and we will tell you straight.
See Canadian integrationsStart small
You do not have to replace anything to begin.
Adding practice management is not a migration. Pick the one thing that is costing your firm most this year and run it properly; the rest can wait until it earns its place.
If fees are the problem
Start with pricing and proposalsGet every quote priced the same way, in CAD, and see what the work should have been worth.If evidence is the problem
Start with onboarding and FINTRACCapture identity checks and risk ratings while the client is being taken on, not afterwards.If nothing is visible
Start with jobs and deadlinesPut every job and filing date on one board, so the firm stops running on somebody’s memory.What firms ask before they add it
Start here
Bring one client and the stack you already run.
We will put that client through the practice layer on the call — priced, lettered, onboarded and scheduled — without touching a single thing in your ledger.
No change to your ledgerDocuments stay in SharePointPricing in CAD