Built for people who run a Canadian practice.
One record from first enquiry to payment. The proposal becomes the engagement letter, the letter creates the work, and the work is what you bill. Not five tools doing one job badly.
- Proposal acceptedC$6,400per year
- Engagement letter signed12/042026
- Work created14jobs
- Invoice draftedMatches the signed feeC$1,600Q2
Documents are written into your own SharePoint. No migration, no second archive.
Compliance scope and risk are scored from coded rules. A person still signs it off.
Scope, letter, work and fee reconcile against each other, not from memory.
Practices rarely lose time to complexity. They lose it at the seams.
Scope agreed in one place, the letter signed in another, the work planned in a third, and the fee reconciled from memory at year end.
Onboarding is still manual
The same client details typed into a proposal, a letter, a checklist and a job list.
Nothing is joined up
Five subscriptions, five logins, and no single place that knows the whole client.
The process lives in people’s heads
It works until someone is on leave, leaves, or a new joiner has to guess.
You can’t see where the money goes
Which clients are worth the fee, and which are quietly funded by everyone else.
One unbroken line, from enquiry to payment.
Each step inherits from the one before it. Nothing is re-keyed, and nothing is agreed in one system then delivered against a different version of itself.
- 01
Enquiry
Captured against a client record, not a mailbox.
- 02
Scope and price
Priced from your own rules, not a gut feel.
- 03
Engagement letter
Reflects exactly what was sold.
- 04
Work created
Jobs and deadlines generated from the services signed.
- 05
Delivery
Records chased, reviews logged, evidence retained.
- 06
Billing
Billed against what was agreed and what it cost.
The engagement letter creates the work, and the work is what you bill. That is the whole argument.
The software gathers the evidence. A person makes the call.
Compliance software that overstates itself is worse than none, because it moves a liability you still carry. FigsFlow does the chasing, the recording and the routing, so your people can spend their time on the judgement only they can give.
What FigsFlow does, and what it does not.
It does
- Schedule recurring obligations as work, per client
- Chase records and documents before a period closes
- Evidence your FINTRAC compliance programme: compliance officer, policies, risk assessment, training and two-yearly review
- Verify identity and keep the five-year records FINTRAC requires
- Keep an immutable, exportable audit trail of who did what, and when
- Route escalations to your compliance officer and hold the decision
It does not
- File STRs or large cash transaction reports to FINTRAC. Those remain yours
- Make your practice compliant. Your obligations under the PCMLTFA remain yours
- Make the risk decision. It presents the evidence; a person signs it off
- Replace your professional judgement on scope or engagement terms
- Become another place client files live. Documents stay in your SharePoint
- Submit returns to the CRA. Your filing software does that
Your documents stay in your SharePoint.
FigsFlow writes into your own tenant, under your retention policy, with your access controls. The files are still there in Explorer on Monday morning, because they never left.
Your existing MFA and conditional access apply. No separate password to govern.
Client threads sit on the client record without leaving the mailbox.
Job notifications land in the channel your team already watches.
If IT governs identity and retention centrally, FigsFlow inherits it rather than asking for an exception.
Everything a Canadian practice runs on. One record underneath.
The sale, the compliance work, the jobs, the client’s side of it, the Microsoft stack it lives on, and the numbers partners actually read.
The numbers
Why not just add another tool?
Sometimes you should. Here is where each option genuinely wins, and where it stops.
A point solution
Best when one step hurts and the rest is fine.
You keep the seams. The proposal still doesn’t know what the job list is doing, and the fee still gets reconciled by hand.
Generic project software
Best when your work is bespoke and has no statutory calendar.
A Canadian practice year is not bespoke. T1 deadlines, T2 filing windows and GST/HST periods need to be first-class, not tasks somebody remembers to create.
FigsFlow
Best when the handoffs are the problem, not any single step.
One record end to end, on the Microsoft stack you already pay for. It will not file your returns, and it doesn’t pretend to.
The questions we get asked.
Bring your most complex client to the demo.
Thirty minutes with someone who understands Canadian practice management, not a script. Bring the client with the trust, the holding company, the missing records and the fee that crept. If FigsFlow can’t hold that one on one record, don’t buy it.
Screen-shared, using your services, your client mix and your deadlines. We’ll tell you on the call what is live today.