For firms of 10 to 50
The firm that outgrew its spreadsheets last year.
FigsFlow is practice management software for growing Canadian CPA firms of 10 to 50 people. Workflow, team capacity, client onboarding, CRA deadline tracking and the records behind your FINTRAC compliance program all run from one platform, so a bigger team stays coordinated without adding another layer of management.
Firm-wide templates, partner sign-off checkpoints and a live view of everyone’s workload, so each new hire follows the firm’s method from their very first file.
We walk through your own engagements on a shared screen, not a canned script.
Read on G2
Read on Google
Verified reviewsRead on Trustpilot
Rated 4.6 out of 5 from 88 verified customer reviews on Trustindex.
T2 year end · Northshore Dental Corp.
Built from: Corporate year end (T2) · v3
Nadia · Six seasons at the firm. The template tells her which version of the year-end checklist is current, so she never has to check with a manager first.
One method, no matter who opens the file.
The file stays open until this is cleared.
Spotted in January, not after April 30.
Trusted by the best
Overview
Thirty people, one way of running a file
A short walkthrough of a growing Canadian firm’s busy season, from the first T2 of the year to the April 30 rush.
- 01A new hire opens their first T2
- 02The template sets the steps
- 03A partner checkpoint holds the file
- 04Workload is rebalanced in January
- 05April 30 without the all-nighters
Prefer to see it now?Book a live demo
Platform · Growing firms
Explore the platform a firm of twenty-five runs on
Several partners, a few managers and one shared method for every file. Pick an area to see the modules behind it.
Want to see these modules with your own clients loaded?
Book a demoBetween 10 and 50 people, more than one partner, and a way of working that was inherited rather than designed? This page is written for you.
Over fifty people, or running more than one office?
See FigsFlow for larger firms
The problem
What worked at eight people breaks at eighteen
Most growing Canadian firms don’t lack software. They have a way of working that lived with two or three founders, then hired another dozen people. The technical work is still good, but each person does it slightly differently, and the cost turns up as partner review hours, written-off time and engagement letters that no longer match the work.
It rarely starts with a single bad day. It starts when the firm can no longer fit around one table.
The senior partner becomes the checkpoint for everything, because only they know which version of the T2 checklist is current, so the review queue moves after the kids are in bed. The fee agreed in a hallway conversation never reaches the letter, and nobody spots it until the client queries the invoice.
And when the manager who tracked every GST/HST filing in their own calendar moves on, the dates leave with them.
None of this is a skills problem. It’s what happens when a firm grows faster than its method gets written down.
- 01Visibility
The work lives in people’s heads
Who has which T2, what’s waiting on the client, what’s stuck in review: you find out by asking around.
Every job gets an owner, steps and a status on one board. Jobs and workflow
- 02Capacity
Workload is guessed, not seen
The same two people carry every T1 season and every rushed year end, and it only shows once deadlines slip.
See each person’s load before the season, not halfway through. Team and capacity
- 03Consistency
Each partner onboards their own way
Different fee logic, different letter wording, a different first impression depending on who took the call.
One pricing engine and one clause library for the whole firm. Onboarding suite
- 04Margin
Fixed fees slide underwater quietly
Time runs past the agreed fee and nobody notices until year-end write-offs.
Time against the agreed fee, per client and per job, as it happens. Reporting
How it works
From first inquiry to paid invoice, on one client file
In FigsFlow, each client is a single file from the moment they get in touch. A new inquiry is quoted using the firm’s own pricing rules; once the client says yes, that same quote drives the engagement letter; a signature sets up the jobs and CRA deadlines; and closing out the work generates the invoice. No one re-keys anything between steps.
- 01A prospect gets in touch.
Whether it arrives by web form, referral or email, it’s logged as a file with an owner and a next action straight away.
- 02The proposal goes out at the firm’s price.
The pricing engine does the maths, and quotes below the minimum you set need a partner’s approval.
- 03Client identification happens first.
Identity and risk details are recorded on the file before the letter is sent, supporting your FINTRAC compliance program where it applies.
- 04The engagement letter writes itself.
Built from the services the client accepted, using clauses your partners have approved.
- 05Signing sets up the work.
Jobs are created from your templates, CRA deadlines are loaded, staff are assigned and the client portal opens.
- 06Closing the job raises the invoice.
Time is tracked against the job and billed at the agreed fee, with a payment link included.
Six handoffs, one file, nothing keyed in twice. Tour the whole platform
The contrast
What shifts once every file runs the same way
This isn’t FigsFlow against another product. It’s FigsFlow against the way your firm probably works today.
| Moment | Today | With FigsFlow |
|---|---|---|
| A new file opens | Someone copies last year’s folder and hopes it’s the right one | Created from the service template, the same way each time |
| The engagement letter | Last year’s Word file, edited by hand | Generated from the services the client accepted |
| Review | When the partner finds an evening | A checkpoint the file can’t skip |
| Who’s overloaded | Obvious once a deadline is missed | Visible weeks before T1 season |
| CRA deadlines | In a spreadsheet one manager maintains | On every client file, visible to the whole team |
| What a job really cost | Worked out at write-off time, if at all | Time against fee while the job is still open |
Nothing to rip out: working papers in Excel, email in Outlook, files in SharePoint under your existing retention rules, and the books in Xero or QuickBooks Online all carry on unchanged.
Connects, doesn’t replace
Built to sit on top of the tools you already rely on
FigsFlow connects to the systems a growing Canadian firm already uses instead of replacing them. Your team keeps emailing from Outlook, client files remain in the firm’s SharePoint or OneDrive, and bookkeeping continues in Xero or QuickBooks Online. You add the coordination layer that was missing and keep everything that already works.
Staying exactly where it is · select a tool
Select a tool to see what stays where.
Proof
Firms that wrote down their method before they hired
What customers say about FigsFlow, plus the Canadian stories we’re recording now.
4.6 / 5
Across 88 customer reviews on Trustindex, gathered from Trustindex and Google.
Read the reviews on Trustindex
Story · in productionWhat the partner review queue looked like before templates 
Story · in productionBringing new hires up to speed in their first season 
Story · in productionHow the team felt about the rollout, honestly
FigsFlow was built by people who ran accounting firms themselves. Each workflow in it began as a real problem in a real busy season.
Pricing
What a firm of 10 to 50 pays, and what’s available today
On an annual plan, the FigsFlow Practice Suite costs C$79 a month per seat for the first ten seats and C$105 a month for every seat beyond that, plus GST/HST. Firms above ten people get Advanced Pricing at no extra charge, nobody pays a setup fee, and firms of 25 or more can move to Enterprise for SSO, tailored user roles and a dedicated success manager. Adding an eleventh person never changes the rate on the first ten.
Practice Suite estimate
Slide to your headcount. Figures are per month, billed annually, before GST/HST.
- First 10 people × C$79
- C$790
- Next 10 people × C$105
- C$1,050
- Advanced Pricing
- Included
- Per month
- C$1,840
- Per year
- C$22,080
At 25 people or more, Enterprise is quoted once from these same prices, with SSO, tailored user roles and one success manager who knows your firm. Talk to us
No implementation fee. Migration done by us. Free until February 28, 2027, no card needed. Add-ons such as CRM Growth and AI Assist are charged only on the seats that use them, and identity checks are billed individually.
See full pricingAvailable today, and what’s next
Status as at 15/09/2026
Available now
- Proposals, pricing engine and engagement letters
- Client identification records for FINTRAC
- Jobs, workflow templates and review checkpoints
- CRA deadline tracking on every client
- Timesheets, capacity, invoicing and payments
- Client portal, forms and information requests
- Microsoft 365, SharePoint, Xero and QuickBooks Online
On the roadmap, not live today
- AI-assisted proposal assembly
- Native mobile enhancements
- In-portal calls
Adoption
The order growing firms set things up in
At 10 to 50 people, getting consistent is genuine work, because you’re putting decisions in writing that nobody has written down before. The sequence that tends to stick: template your busiest three services, add review checkpoints to them, bring clients and CRA deadlines across, then switch on capacity planning. Most of the effort goes into agreeing the firm’s method, not into setting up the software.
- 01
Template your three busiest services
Usually T1 returns, T2 year ends and bookkeeping. Steps, default owners and the documents each stage needs.
- 02
Add review checkpoints to those three
Who reviews, against which checklist, and what happens to a file that’s sent back. This is the step that gives partners their evenings back.
- 03
Bring clients and CRA deadlines across
Start with this quarter’s filings. Prior years are better migrated once the team is comfortable.
- 04
Turn on capacity once there’s real data
After a month of actual time and jobs, workload planning starts to mean something.
The software side takes days. Agreeing how the firm wants to work takes longer, and only your partners can do it.
Firms that try to template every service in one go tend to stall. Firms that start with three and use them straight away keep moving. This is an order of work, not a schedule: the bars show the share of effort, not weeks, and we won’t promise a go-live date before we’ve seen your services.
Case studies
The fuller story, firm by firm
Longer write-ups from Canadian firms, with real numbers and the parts that took longer than expected.
In preparationA multi-partner firm, 20 to 35 people
Will answer: how much partner review time comes back once templates and checkpoints go in at the same time.
In preparationA fast-growing firm, 12 to 20 people
Will answer: what a consistent method is worth when a firm has hired faster than it has documented.
Take it with you
Reading for the partner meeting
A firm of this size often weighs up three or four options before deciding. These guides help whatever you end up picking.
FINTRAC obligations guide
When an accounting firm becomes a reporting entity, and what its compliance program needs to cover.
Read the guideCanadian tax calendar
The year’s T1, T2, GST/HST and payroll dates in one place, to plan staffing around before the season.
Open the calendarSwitching to FigsFlow
How migration works when we do it for you, and how unused months on your current contract are handled.
See how switching works
Guides are general information, not legal or tax advice.
FAQ
Questions growing firms ask us
01Will it scale from 10 to 50 people without a second implementation?
Yes. It’s one platform at every size, with the same client file, templates and workflow. From 25 people, Enterprise layers SSO, tailored user roles and a dedicated success manager onto the system you already use, with nothing to migrate.
02How do we get staff who all work differently onto one method?
You set up a workflow template for each service: the steps, the default owner for each one and the documents attached at each stage. Every new job of that type is created from the template, so the method is the same whoever picks the file up. When the template changes, every job created after that follows the new version.
03How do review checkpoints work, and who signs off?
Each job moves from preparer to reviewer with a checklist attached. Anything the reviewer finds is recorded and sent back rather than quietly fixed, so you can see which issues keep recurring. Services that need partner sign-off get an extra checkpoint, and a job can’t be closed while any item is still open.
04How do we see capacity before T1 season?
Jobs carry owners and dates from your templates, so each person’s load for the season shows up in advance. Managers can rebalance work in January and February instead of discovering the overload in April.
05How is it priced as we grow?
Your first ten people are always on the small-practice rate of C$79 per person, per month, billed annually; each person after that is C$105, plus GST/HST. Adding an eleventh person never reprices the first ten, and from 25 people Enterprise is quoted once from the same prices.
06What does FigsFlow do for FINTRAC?
FigsFlow helps you keep the records behind your FINTRAC compliance program: client identification, risk assessments and periodic reviews, with an audit trail your firm controls. Accountants are only reporting entities when they carry out triggering activities, such as receiving or paying funds, or giving instructions about them. FigsFlow doesn’t file reports with FINTRAC and doesn’t make a firm compliant on its own.
07Will you help us move off our current tools?
Yes. We carry out the migration from your current tools, and unused months on your existing contract are credited against your first year, up to six months.
Still have a question? Ask it on a live demo with your own services on screen.
Book a demo