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Three or four subscriptions doing what one should.

FigsFlow replaces the proposal tool, the engagement letter tool, the job tracker and the compliance spreadsheet that Canadian CPA firms stitch together. CRM, proposals, pricing, engagement letters, FINTRAC records, jobs, CRA deadlines and client chasing run from one client record — one login, one audit trail, one invoice.

One subscription in place of three or four, and nothing falling down the gap between them.

Book a demo See what runs in one place

Client data: Entered once
The job: Lives in one place
Your stack: One login, one invoice

Stack audit · Harbourview Accounting4 tools

Proposal toolClient typed in again, priced outside the firm’s rules
Own login
E-signature toolSigned letters land in a mailbox, not on the job
Own login
Job tracker spreadsheetOne person keeps it current, and only they trust it
Own login
Compliance checklistIdentity records sit apart from the client file
Own login

Same client entered by hand3×

Single place the whole job livesNone

On FigsFlow: one client record1 login

Illustrative audit. Firm name and tool mix are sample data.

Where it costs you

The problem is never the tools. It is the joins between them.

Each one does its own job well enough. What nobody owns is the handover — and that is where the hours and the gaps live.

The same client, typed in three times.

On one platform

The client record is created once. The proposal, the engagement letter, the job and the identity record all read from it, so a change of address is a change of address, not four.

Entered once, used everywhere

Nobody can say where the job actually is.

On one platform

Work sits on jobs with a named owner and a review stage, not in a spreadsheet one person keeps current. The partner can see the week without asking anyone.

One owner, one stage, one view

Compliance records live away from the file.

On one platform

Identity verification and the records behind it sit on the client record itself, with the audit trail attached, rather than in a separate checklist nobody opens between engagements.

Evidence beside the work

On FINTRAC: accounting firms are reporting entities only when carrying out triggering activities — receiving or paying funds, buying or selling securities, real property or business entities, transferring funds, or giving instructions for any of these. FigsFlow evidences and assists your compliance programme and keeps the records. It does not file reports to FINTRAC, and it does not make a firm compliant.

What runs in one place

One record. Ten jobs that used to need their own tool.

Each of these is a part of FigsFlow, not a separate subscription with its own login, its own seat count and its own copy of your client list.

CRM and pipelineEvery prospect and client on one record.Open ProposalsBuilt from the client record, not retyped.Open Pricing and quotingYour own rules, applied the same way every time.Open Engagement lettersClause sets your firm reviews and approves.Open E-signatureSigned letters land on the job, not in a mailbox.Open FINTRAC recordsIdentity checks and records on the client file.Open Jobs and workflowOwner, stage and deadline on every piece of work.Open CRA deadlinesThe filing calendar across the whole client book.Open Client portalRequests and chasing that do not need an email.Open Time and billingWhat the job earned, against what it cost.Open

Your documents and email stay where they are. FigsFlow points at the folder structure you already keep in SharePoint and links threads from Outlook. Consolidating the practice management does not mean moving your files.

See all integrations

Two colleagues at one laptop, working a client file from a single record instead of four separate tools — **Nobody asks who has the file***The job, the letter and the identity record all sit on the same client.*

What changes day to day

Fewer tabs is the small win. The handovers are the real one.

Consolidating is usually sold on price. The part firms actually notice is that work stops being handed between systems, so nothing waits on someone remembering to carry it across.

01A new client is set up onceAnd the proposal, letter, job and identity record all come off that one record.
02A signed letter opens the workThe job starts on your own template the moment the signature lands, with an owner already on it.
03The week is visible without askingEvery job has a stage and a deadline, so the Monday review is a screen rather than four exports.
04One invoice, one seat countYou stop paying three vendors for three copies of the same client list.

Already running one tool you are happy with? You do not have to replace everything at once — see adding practice management.

A practice manager at a Canadian accounting firm smiling at her desk by the window, working from a single screen instead of four

Set up first

Set up first. Switch off later.

Nobody has to stop work for a migration. New clients start in FigsFlow while the old tools wind down at their renewal dates.

Bring your client list across
Clients, contacts and services come in first, so everything after has somewhere to land.
Rebuild your rate card and letters
Your services, fees and engagement-letter wording — your firm’s, not a generic template.
Run new clients through it
Proposal to invoice on one record. Retire each old subscription as it comes up for renewal.

Plan your switch on a demo

Set up in an afternoon. Cancel whenever.

Live pipeline

Three or four subscriptions doing what one should.

The problem is never the tools. It is the joins between them.

The same client, typed in three times.

Nobody can say where the job actually is.

Compliance records live away from the file.

One record. Ten jobs that used to need their own tool.

Fewer tabs is the small win. The handovers are the real one.

Set up first. Switch off later.

Bring your client list across

Rebuild your rate card and letters

Run new clients through it

See it run on your own practice.