Practice management for tax firms
FigsFlow is practice management software for Canadian tax firms. It carries the work around the return — the engagement, the records chase, the job, the review gate, the CRA deadline and the invoice — so your certified tax software can get on with preparing and filing.
T1 season, T2 year ends, and everything in between.
Two plans, priced per user, with every figure in CAD on the pricing page.
Harbourview Accounting · next 30 days
Where season actually breaks
Preparing the return was never the bottleneck.
Your tax software is good at its job. A preparer who knows the file can turn a return around quickly, and nobody in a tax firm is asking for a faster calculation engine.
What eats the season is everything wrapped around the return. Records that have not arrived. A client asking where theirs is. A partner trying to work out who has room for the next one. A file that has to be re‑read because what was agreed is in an email somewhere. None of that is preparation, and all of it lands in the same eight weeks.
- The same client chased three times by three different people.
- Review becoming a bottleneck because it depends on one person noticing.
- Scope creep discovered at billing, when it is too late to charge for it.
None of this needs judgement. It is coordination — and coordination is the part a system can hold so that your preparers and reviewers do not have to.
Capacity, not willpower
Season is a planning problem wearing a stamina costume.
Every tax firm has the same conversation in the autumn: this year we will start earlier. It rarely holds, not because people lack discipline, but because starting earlier needs something to start from — a list of who is ready, who is waiting on what, and who has room next week.
When every engagement carries its own stage, owner and outstanding items, that list builds itself. You can pull work forward into the quiet months because you can see which clients are actually ready to be pulled forward.
- Engagements rolled forward in advance rather than recreated in January.
- Records chased on a schedule that starts before the rush, not during it.
- Review as a stage on the job, so nothing sits waiting on someone remembering.
The firms that have a calmer February are rarely working harder. They are working from a list that was accurate in November.
Preparers spending the season preparing, because the chasing, the status answers and the allocation already have somewhere to live.
What changes
The work around the return, held in one place.
Four stages that usually live in four systems and one person’s memory, carried on the same client record instead.
Engagements rolled forward, not rebuilt
Last year’s engagement becomes this year’s, with the fee reviewed once and the letter regenerated from the agreed scope. The work that usually lands in January gets done in the quiet months.
- Recurring engagements roll forward on a cycle
- Fee changes update the letter, not just a spreadsheet
- Signed letters filed against the client automatically
Chasing that does not need a person
Each return knows what it is waiting for. Requests go out on a schedule, chase themselves, and hand back to a human only when the automated run is exhausted — so nobody chases the same client twice.
- Outstanding items visible per client, not per inbox
- Reminders on a schedule that starts before the rush
- Clients upload against the right job, not into an inbox
Review as a stage, not a favour
Every return runs through the stages its service template requires. A job cannot close without the review its type demands, so sign‑off stops depending on a partner happening to notice a file is ready.
- Gates enforced by the template, not by memory
- Preparer, reviewer and stage visible on every job
- Who has capacity this week as a view, not a huddle
Every CRA date with a named owner
Deadlines sit on the job with an owner and a stage, chased before they bite and evidenced after. What happened, who did it and when is on the record rather than reconstructed later from an inbox.
- CRA dates, client-agreed dates and internal targets held apart
- A named owner on every date, not a shared calendar
- Actions evidenced on the client record as they happen
Where the line sits
What FigsFlow does, and what it never will.
Worth being blunt about on a page aimed at tax firms, because the distinction decides whether this is useful to you at all.
- Carries the engagement, the agreed scope and the fee.
- Chases the records and tracks what is outstanding.
- Creates the jobs, assigns them and enforces the review stage.
- Holds the CRA date, the client-agreed date and your internal target.
- Verifies client identity and keeps the supporting records.
- Builds the invoice from the work that was actually delivered.
- It does not prepare or file T1, T2, T3 or GST/HST returns. That is your own certified tax software.
- There is no CRA or provincial registry connection, and none is implied.
- It does not report to FINTRAC on your behalf, and it does not make a firm compliant — it evidences and assists the routine you already run.
- It does not give tax advice. The AI assistant drafts and suggests; it never advises.
- It does not exercise judgement or sign anything. That stays with your firm.
Under the PCMLTFA, accountants are reporting entities only when performing triggering activities — receiving or paying funds, buying or selling securities, real property or business entities, transferring funds, or giving instructions for these.
What tax firms ask us first
Does FigsFlow replace our tax preparation software?
Does it connect to the CRA or file anything?
Why does this page not list the actual filing deadlines?
How does review and sign-off work?
When in the year should a tax firm move?
What does the AI assistant actually do on tax work?
How is it priced if our headcount changes with the season?
Have the calmer season.
Thirty minutes, screen-shared. Bring the return that always runs late and we will walk it through the product โ the engagement, the chase, the review gate and the invoice.
No card required ยท Whole team welcome ยท A straight answer either way