For firms of 50 people or more
Multiple offices, multiple service lines, one platform.
FigsFlow is practice management software for larger Canadian CPA firms. Firm-wide workflow, multi-office dashboards, capacity planning, FINTRAC records and CRA deadline tracking run from one platform, with the permissions, audit trail and reporting a firm of fifty or more needs.
The controls a firm this size needs, without the implementation project a firm this size dreads.
A working session for your operations lead and a partner, built around your own offices and service lines.
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- OfficesOne firm-wide view
- Service linesTheir own workflows
- Every changeOn one audit trail
Harbourview Group · 3 offices
Toronto · Tax line at 86% committed. Two managers are over capacity next week, and four files are already flagged to move.
Every office, read from the same records.
Recorded as it happens, not rebuilt later.
Rebalanced before the deadline, not after it.
Trusted by the best
Overview
Three offices, one Monday partner meeting
A short walkthrough of how a larger Canadian firm reads every office and service line from the same records.
- 01Office heads bring the same numbers
- 02A service line runs its own template
- 03A file moves before the deadline slips
- 04Recovery read by office and line
- 05A file review answered from the trail
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Platform · Larger firms
The eight controls that come up in every procurement review
Not a longer feature list. These are the things operations, risk and IT ask about once a firm passes fifty seats.
Your documents and email don’t move. FigsFlow points at the SharePoint folders your firm already governs and links threads from Outlook, so retention and records policies stay where you set them. Read about security
Fifty people or more, more than one office or service line, and leadership that needs one version of the week? This is the page for you.
Under fifty, or running from one office?
See FigsFlow for growing firms
The problem
Past fifty seats, the hard part stops being the work and becomes the view
A smaller firm can keep the week in one person’s head. A firm of fifty or more can’t, so the questions change: who is allowed to see what, which office is over-committed, and whether anyone can show what actually happened on a file. Those are visibility and evidence problems, not technical ones.
- 01Capacity
Workload is estimated office by office
Each office head plans their own team, so pressure in one location stays invisible to the others until a deadline is already at risk.
With FigsFlowCommitted work is read against real availability across all offices on team and capacity, so files move while there’s still time.
- 02Standards
Each office drifts into its own method
Nobody decided it should happen. Local habits simply harden into local processes, and quality varies by postal code.
With FigsFlowService lines run on firm-approved workflow templates with their own stages and reviews, so local judgement stays and the standard holds.
- 03Evidence
No one can show who approved what
When a regulator, insurer or practice inspector asks, the answer is pieced together from inboxes and memory.
With FigsFlowApprovals, edits and identity checks are logged as they happen on one audit trail, so a file review becomes a search.
On FINTRAC: accounting firms are reporting entities only when they carry out triggering activities, such as receiving or paying funds, buying or selling securities, real property or business entities, transferring funds, or giving instructions about any of these. FigsFlow supports your compliance program and keeps the records; it doesn’t file reports with FINTRAC and doesn’t make a firm compliant on its own.
How FigsFlow works
One set of records under every office and service line
At this size, FigsFlow is less about a single client file and more about every office writing to the same records. Each inquiry is routed to the right office, priced within the approval limits you set, checked for identity, engaged on firm-approved clauses, delivered on a service-line template and invoiced at the agreed fee, with every decision logged on the way.
- 01Inquiries land in the right office.
Routing rules send new work to the office and service line that owns it, with a named owner from day one.
- 02Pricing stays inside approval limits.
Office leads quote from the firm’s price list; anything below the floor routes to whoever you’ve authorized.
- 03Identity is checked before engagement.
Client identification and risk details sit on the file, supporting your FINTRAC compliance program where it applies.
- 04Letters use clauses your risk partner controls.
No office edits a clause locally; changes go through whoever owns the library.
- 05Work runs on the service-line template.
Jobs, CRA deadlines and reviewers are set by the template for that line, in every office.
- 06Recovery is read without a month-end export.
Time against fee, by office and line, while the work is still open, then invoiced at the agreed amount.
Moving a firm this size is a staged project, office by office, with your current system running alongside. See how switching works
Before and after
How the firm runs once every office shares the records
Measured against how a multi-office firm usually operates today, not against another vendor.
| Situation | Today | On shared records |
|---|---|---|
| Monday leadership meeting | Each office brings its own spreadsheet | Everyone reads the same dashboard |
| An office runs hot | Noticed when a filing is late | Flagged while files can still move between offices |
| Process across locations | Similar in name, different in practice | One firm template, with approved local variants |
| Discounting | Agreed by whoever took the call | Below-floor quotes routed for approval and logged |
| A file review or inspection | Rebuilt from inboxes and memory | Answered from the audit trail |
| Recovery by line | Known after the month-end export | Visible while the work is in progress |
Connected, not replaced
It fits around the systems your IT team already governs
A firm this size has systems it isn’t going to rip out, and FigsFlow is built for that. Microsoft 365 keeps handling sign-in and mail, SharePoint stays the home of your documents under your own retention rules, the ledgers stay in Xero or QuickBooks Online, and anything else connects through the API. FigsFlow becomes the place where work, deadlines and approvals are tracked.
Jobs, CRA deadlines, capacity, approvals and the audit trail, across every office.
Pricing
How a firm of fifty or more is priced
Larger firms are quoted once on Enterprise, built from the same per-seat list prices everyone else pays: C$79 a month for each of the first ten seats and C$105 for every seat after that, billed annually, plus GST/HST. Enterprise then adds single sign-on, custom roles and a named success manager, and multi-firm groups can run several workspaces under one agreement. There is no implementation fee.
List-price starting point
Slide to your seat count. This is the list price your Enterprise quote starts from, per month, billed annually, before GST/HST.
- First 10 seats × C$79
- C$790
- Next 50 seats × C$105
- C$5,250
- Per month
- C$6,040
- Per year
- C$72,480
Your Enterprise quote is confirmed with you once, from these prices. Migration is done by us, and the price is fixed for 24 months.
See full pricingWhat Enterprise adds
- Single sign-on through your identity provider
- Custom roles and permissions by office
- A named success manager
- Additional workspaces for groups of firms
Product status
Reviewed 15/09/2026
- Capacity, workflow templates and review stages
- Audit trail and client identification records
- Reporting by office and service line
- AI-assisted proposal assembly · planned
- In-portal calls · planned
Proof
Evidence from firms running more than one office
Independent ratings now, and interviews with Canadian multi-office firms as they’re recorded.
- Interview · in productionWhat the Monday meeting looked like before shared recordsManaging partner perspective
- Interview · in productionMoving files between offices before a deadline slipsOperations lead perspective
- Interview · in productionGetting a rollout through risk and IT reviewIT and risk perspective
- Interview · in productionRunning office by office with the old system alongsidePractice manager perspective
Named interviews are published only with each firm’s written approval.
Your numbers
What does running offices on separate systems cost each year?
At fifty seats and more, two costs tend to dominate: partner time spent reconciling and re-reviewing work across offices, and fees written off because a file ran past its quote without anyone seeing it. Enter your own figures and the model below adds them up for a year.
Annual cost at your figures
- Partner time
- C$138,000
- Write-offs
- C$150,000
C$288,000a year, before any change
How this is worked out
Partner time = hours a week × rate × 46 working weeks. Write-offs = files a year × average write-off. Nothing else is in the model, and it makes no assumption about how much of this FigsFlow would remove.
An illustration based only on the figures you enter, not a forecast or a guarantee.
Rollout
How a firm of fifty or more rolls it out
Larger firms don’t switch everything on at once. The pattern that works is a pilot in one office and one service line, then firm-wide templates and approval limits, then the remaining offices with the current system still running alongside, and finally cross-office capacity and reporting once real data is flowing.
- 01
Pilot one office, one line
Pick a single office and service line, run live files through it and fix what the pilot shows up.
Led by the pilot office lead - 02
Set the firm standard
Approve the templates, clause library and pricing approval limits every office will use.
Led by the risk and operations partners - 03
Bring the other offices across
Office by office, current-quarter work first, with the old system kept running until each office signs off.
Led by each office lead, with us - 04
Switch on the firm view
Cross-office capacity and reporting, once every office has a few weeks of real data in.
Led by the managing partner
We agree the timeline with you after the pilot, not before. How long each office takes depends on its service mix and how much history it wants to move, and we’d rather tell you that honestly than quote a go-live date on the first call.
Case studies
Multi-office rollouts, written up in full
Long-form accounts from Canadian firms of fifty or more, including what took longer than planned.
- In preparation3 offices60–80 people · tax, assurance, CAS
Will answer: what changed in the Monday partner meeting once every office worked from the same records.
- In preparationGroup of firms100+ people · several workspaces
Will answer: how a group kept each firm’s identity while standardizing approvals and evidence.
Resources
For the evaluation committee
At this size, a decision usually passes through operations, risk and IT. These cover the questions each of them asks first.
Security overview
For your IT lead: how access, data and integrations are handled.
Read about securityFINTRAC obligations guide
For your risk partner: triggering activities and what a compliance program covers.
Read the guideSwitching, office by office
For operations: how a staged migration runs with your current system alongside.
See how switching works
FAQ
What larger firms ask before they commit
01Can each office see only its own clients?
Yes. Permissions are set by office and role, so staff see the clients and jobs they work on, while partners and operations leads can see across the firm. On Enterprise you can define custom roles to match how your firm is actually organized.
02Do you support single sign-on?
Single sign-on is part of Enterprise, which is available from 25 seats. Your IT team can review the setup and the access scopes before anything goes live.
03Can tax, assurance and CAS run different processes?
Yes. Each service line has its own workflow templates, stages and reviewers. The firm controls which variants are approved, so offices can follow a line’s method without inventing their own.
04How do we migrate without disrupting busy season?
Office by office, starting with a pilot, with your current system running alongside until each office is ready. We carry out the migration, and we’ll plan the sequence around your T1 and T2 peaks rather than through them.
05How is a firm our size priced?
Enterprise is quoted once, built from the same list prices as the Practice Suite: C$79 per seat per month for the first ten seats and C$105 for each seat after that, billed annually, plus GST/HST. There’s no implementation fee.
06What can we show a practice inspector or insurer?
The audit trail records approvals, edits and identity checks as they happen, with who did them and when. A file review becomes a search across that record rather than a reconstruction from email.
07Where does FINTRAC fit?
FigsFlow keeps client identification, risk assessments and reviews on the client file to support your firm’s FINTRAC compliance program. Accounting firms are reporting entities only when they carry out triggering activities. FigsFlow doesn’t file reports with FINTRAC and doesn’t make a firm compliant on its own.
Bring your operations lead and a partner. We’ll work through your own offices and service lines.
Book a demo