For Canadian CPAs in sole practice
Tax season is yours alone. The admin doesn’t have to be.
FigsFlow is practice management software for Canadian CPAs in sole practice. Proposals, CSRS 4200 engagement letters, FINTRAC client identification, T1, T2 and GST/HST deadlines and client chasing all run from one client record — so a firm of one can get through tax season without hiring for it.
Engagement letters, client ID and the chasing for slips and receipts run without you — so the hours you work between February and April 30 are the hours you bill.
Set up in an afternoon, well before tax season. Cancel whenever.
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Built inside working firms, for CPAs who run the whole practice themselves.
Overnight · sample—
- Proposal accepted by Harrow Dental Inc.
- CSRS 4200 engagement letter sent for e-signature
- FINTRAC client ID verified, evidence on the record
- T4 and T5 slips chased — reminder two, sent automatically
None of it during your tax-season day.
Happy on FigsFlow
Overview
Tax season, without the evening admin
Three minutes on the work a solo CPA does alone after hours — doing itself.
An animated overview of FigsFlow for Canadian sole practitioners: proposals, engagement letters and slip requests that handle themselves, so tax-season admin stops taking your evenings.
Transcript
It is twenty past eight on a Tuesday and this is the proposal, because the day went on the work that was already sold. Here is the same proposal two weeks later: the services came off a price list set once, so it was out in under a minute and nobody worked out a fee at nine at night. The engagement letter behind it assembled itself from what the client accepted. The bank statements arrived because the request chased itself three times, and the client uploaded them from their phone on a Saturday. Nothing on this record was typed twice, and none of it happened in an evening.
Platform · Canadian sole practitioners
Click through the platform a solo CPA runs tax season on
No sales call and no implementation project. One CPA, no administrator, and nothing below needs one.
CRM and pipeline
Sample screenEvery inquiry, and what you promised it
Onboarding suite
Sample screenFrom first call to signed letter, without chasing it yourself
Pricing and quoting
Sample screenYour fee list for T1s, T2s and compilations
Proposals
Sample screenSent before lunch, even in March
Engagement letters
Sample screenYour clauses, current for every engagement
FINTRAC compliance
Sample screenClient ID, ownership and records, kept the FINTRAC way
Compliance calendar
Sample screenEvery CRA date for every client, chased for you
Beneficial ownership
Sample screenWho owns or controls the client, on file
Audit trail and evidence
Sample screenEvery step logged, ready for practice inspection
Jobs and workflow
Sample screenEvery return, and where it’s up to
Service templates
Sample screenYour T1 and T2 process, written down once
Your daily list
Sample screenWhat needs you today, in one list
Timesheets
Sample screenTime logged to the return, not guessed later
Follow-ups and chasing
Sample screenReminders that go out without you
Client portal
Sample screenOne secure place for slips and receipts
Information requests
Sample screenAsk for the slips once; the reminders follow on their own
Email hub
Sample screenEvery client email filed with the client
Forms
Sample screenT1 organizers that come back complete
Client surveys
Sample screenFeedback straight after filing
Microsoft 365 and Outlook
Sample screenOutlook stays exactly as it is
SharePoint documents
Sample screenDocuments stay in your Microsoft 365
QuickBooks Online and Xero
Sample screenYour clients’ ledgers stay where they are
Payments
Sample screenCard payment links on every invoice
Open API and webhooks
Sample screenExport everything, any time
Capacity planning
Sample screenHow full tax season already is
Realization and WIP
Sample screenWhich clients actually pay their way
Practice dashboards
Sample screenFirm numbers, no spreadsheet needed
All of it, for one CPA, on one subscription.
Book a demoA CPA on your own? You and a part-time bookkeeper? A seasonal preparer who joins you for T1 season? You’re in the right place.
Two to ten people? See small firms
The problem
Which of your tax-season hours does a client actually pay for?
A CPA in sole practice has roughly two thousand sellable hours in a year, and far too many of them land between February and April 30. The ones that go missing rarely go to client work — they go to the fee worked out again at nine at night, last year’s engagement letter re-edited for another compilation, and the third email asking for the same T4 slips. None of it is billable, and all of it is your time.
The proposal gets written after dinner, because March was full of returns you had already agreed to prepare.
The CSRS 4200 engagement letter is last year’s, with the client name changed. Usually you remember to change the fee as well.
And the T4 and T5 slips are the third email now. Polite, then less polite, then the phone call the week before April 30. That is forty minutes for a client who will never see a line for it on the invoice, because there is not one.
This is the part of running a firm alone that nobody quotes a fee for, and in tax season it is the part that costs most.
Out of about 2,000 billable hours a year:
- The fee worked out again after dinner
- Last year’s engagement letter, re-edited
- The third email chasing the same slips
Six hours a week is the calculator’s starting point below — enter your own figure there and this number updates with it.
How FigsFlow works
One client record, from first call to paid invoice
Everything about a client lives on one record, from the referral that calls in January to the invoice paid after filing. The accepted proposal becomes the engagement letter, the signed letter creates the T1, T2 or GST/HST work, and the finished work raises the invoice. Nothing is re-keyed into a second system, because there is no second system.
A referral calls in January and becomes a record.
With a next step attached, so it is not forgotten by March.
A proposal goes out from your own fee list.
Not a fee you calculate again in the middle of tax season.
The engagement letter assembles itself
from the services the client accepted — compilation, T1, T2 or bookkeeping.
FINTRAC client identification runs first.
Identity, beneficial ownership and risk, evidenced on the record — ready if you are ever asked for it.
FigsFlow records the process. As a sole practitioner you are your own compliance officer, and every judgement stays yours.Signing creates the work and loads the CRA dates.
T1 by April 30, T2 within six months of year end, GST/HST by period, T4 and T5 slips by the end of February.
Filing it raises the invoice,
with a card payment link attached.
Six steps. None of them in your tax-season evenings.
Book a demoBefore and after
What tax season looks like on one record
Your Excel working papers, your tax software and Outlook stay where they are. This is about everything you currently hold together yourself.
| Situation | How it works now | On one record |
|---|---|---|
| The proposal | Written after a day of T1s | Out before lunch, from your fee list |
| The letter | Last year’s CSRS 4200 letter, re-edited | Built from the services they accepted |
| Chasing | You, three times, for the same slips | Automatic reminders, logged on the record |
| Deadlines | A spreadsheet of CRA dates you keep up yourself | T1, T2, GST/HST and slip dates per client, chased on their own |
| Client ID evidence | A folder of ID scans, and some hope | On the record, with a FINTRAC-ready audit trail |
| Getting paid | A reminder you send yourself in May | A card payment link on the invoice |
Staying put: your Excel working papers, your CRA-certified tax software, QuickBooks Online or Xero, Outlook and your own document storage.
Connected, not replaced
It sits on top of the tools you already run
FigsFlow connects to what a Canadian sole practitioner already uses rather than replacing it. Mail stays in Outlook, documents stay in your own SharePoint or OneDrive, the ledger stays in QuickBooks Online or Xero, and returns are still filed from your CRA-certified tax software. You are adding the layer that was missing, not migrating the ones that work.
The layer you're adding
FigsFlow
The work, the CRA deadlines, the client record
Point at any tool below to see what stays put and what FigsFlow adds.
Staying exactly where it is
Microsoft 365
Outlook
SharePoint
Xero
QuickBooks Online
Stripe
Proof
Solo practitioners already running on FigsFlow
Real reviews, quoted unedited, from people running their own practice admin.
Creating professional proposals and engagement contracts takes only a few minutes, which has saved me a lot of time.
ISIwona SajdakVerified review · Trustindex · 29/07/2026
Proposals are now sent out on the same day instead of staying in a draft folder for a week.
CECharlie EvansVerified review · Trustindex · 07/08/2026
It's amazing how much easier things are now, especially with automated reminders for the AML link after signing. This feature has saved us so much time and eliminated errors from forgotten follow-ups.
KWKelly WardVerified review · Trustindex · 01/07/2026
being able to duplicate a proposal and carry the wording across to a new client saves so much time.
LYLauren YoungVerified review · Trustindex · 24/07/2026
Quoted unedited from FigsFlow’s public Trustindex profile. Reviewers are FigsFlow customers across our markets; ratings as at October 29, 2026.
Pricing
What it costs a solo CPA firm
The FigsFlow Practice Suite is C$79 per person per month, billed annually, on the small-firm rate every firm gets for its first ten people. For a CPA in sole practice that is C$79 a month plus GST/HST, with no setup fee and no minimum term beyond the one you choose. Everything is free until February 28, 2027, with no card needed.
C$79per person, per month, plus GST/HST
One CPA on the Practice Suite, every module in the explorer above. Billed annually in Canadian dollars.
- No setup fee
- No lock-in beyond the term you pick
- No charge for your clients to use the portal
Your numbers
What is a year of unbilled admin worth?
Every hour spent re-pricing a T1, re-editing an engagement letter or chasing slips is an hour you could have billed and did not. Put in your own hourly rate and admin hours, and the page works out what a year of it comes to.
FigsFlow for one CPA: a year — C$79 × 12 months, plus GST/HST
An illustration built only from the figures you entered — what the admin costs today, not a promise of what FigsFlow saves, and not advice.
How this is calculated
What the current position costs = hourly rate × weekly admin hours × 46 working weeks
C$150 × 6 hrs × 46 weeks = C$41,400
The model uses nothing else, and assumes nothing about how many of those hours FigsFlow would give back.
At six hours a week, that is around seven working weeks of billable time, every year.
Getting started
What to set up before tax season
Three things, and none of them take long: your CSRS 4200 and tax engagement letter templates, your services with their fees, and your client list with its CRA dates. That is enough to run a firm of one through a tax season. Everything else — surveys, dashboards, capacity — can wait until you have used the rest on real returns.
Day one
0 of 3 ticked
Start from the standard clauses for compilation and tax engagements, change what you need, save them.
Get this one right first — every T1 and compilation uses itT1, T2, GST/HST, compilation — so a proposal becomes a selection, not a calculation.
Import the list, then load the filing dates landing before April 30.
Do it in January and it is an afternoon, not a project. If it is taking longer than that, something is wrong and it is worth a conversation rather than a workaround.
In their words
Including the bits that took longer
Two reviewers on what changed, and what they found harder than expected. Both are quoted unedited.
“Now, the discount is part of the workflow.”
Poppy GreenTrustindex · posted 04/08/2026
What took longer“Setting it up took a bit longer than I thought because there are several pricing options, but once it's set, it works smoothly.”
“Once it’s set up, it pretty much runs on its own.”
Imogen ClarkeTrustindex · posted 12/08/2026
What took longer“Setting everything up took a bit longer than I expected because there’s a lot to configure with proposals, pricing, and letters all at once. However, support was quick to help when I got stuck.”
Resources
Useful either way
Free resources for Canadian sole practitioners, whether or not you use FigsFlow.
Pricing your services
How to set fees for T1s, T2s and compilations once, instead of working them out every spring. The most requested thing at this size and the least written about.
Engagement letter template
How a CSRS 4200 compilation letter and a tax engagement letter fit together for a solo firm.
The solo CPA’s CRA deadline calendar
T1, T2, GST/HST, T4 and T5 dates a one-person firm tracks in a year, on one page.
FINTRAC client identification for a firm of one
What a client identification file needs when you are your own compliance officer.
FAQ
Questions Canadian sole practitioners ask
Does a CPA in sole practice actually need practice management software?
Not necessarily — plenty of CPAs in sole practice run well on templates and a spreadsheet. It becomes worth it when the admin around tax season is taking hours you could bill, or when chasing clients for slips and receipts has become the worst part of March and April. If neither is true yet, it probably is not yet.
How long does setup take for a firm of one?
An afternoon for the essentials: your engagement letter templates, your services and fees, and your client list with its CRA dates. We will not put a date on the whole thing because it depends on how tidy your existing records are, but there is no implementation to schedule — and January is a better afternoon than April.
Does FigsFlow file my clients’ returns with the CRA?
No. FigsFlow tracks when each T1, T2 and GST/HST return is due, chases the records you need to prepare it, and holds the evidence that it was dealt with. The filing itself happens in your own CRA-certified tax software. FigsFlow runs the practice; your tax and ledger software do the filing.
Can I run FINTRAC client identification on my own clients through it?
Yes — identity verification, beneficial ownership, the business relationship record, the risk assessment and the audit trail all sit on the client record. What it does not do is make the judgement. As a sole practitioner you are your own compliance officer under the PCMLTFA, and the decisions, including any report to FINTRAC, remain yours.
What does it cost for a firm of one?
C$79 a month on the Practice Suite, billed annually, plus GST/HST, and free until February 28, 2027. Full pricing is here →
Is this too much system for a CPA working alone?
Only if you switch everything on at once. Start with your engagement letters, your fee list and your clients’ CRA dates, and it stays a small tool doing a few jobs well through tax season. Capacity planning and dashboards can wait until the summer, when you have time to look at them.
What changes when I hire my first staff accountant or seasonal preparer?
Nothing about the client record changes. What changes is that you start assigning T1s and reviews rather than doing every one yourself, and your templates go from handy to essential. Practice management for small firms →
Nothing matches that yet. Send us the question and we’ll add the answer here.