Checklists

Essential Checklists to Streamline Compliance

Access practical, ready-to-use checklists for key accounting and tax workflows — crafted to guide individuals, landlords, accountants, and practices through digital compliance with clarity and ease.

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Excellent Reviews by Financial Professionals

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Structured, audience-specific checklists to help individuals, landlords, and practices meet MTD for Income Tax requirements confidently and correctly.

A comprehensive digital compliance checklist for accountants, offering client-specific oversight and streamlined task management to meet MTD Income Tax requirements with confidence.
Designed for sole traders and freelancers, this checklist ensures you're capturing, recording, and submitting your income tax data accurately under the MTD rules.
This checklist helps landlords manage digital tax obligations efficiently, covering all essential MTD ITSA tasks related to rental income reporting and submissions.
Tailored for Professionals

Designed for Every Professional in Financial Services

Access essential document templates tailored for accountants, bookkeepers, tax advisers and firms, ensuring compliance, saving time and streamlining your workflow.

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Accountants

Simplify agreements for tax preparation, audit services, and financial reporting.

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Bookkeepers

Clarify roles and responsibilities for ongoing or one-off bookkeeping services.

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Tax Advisers

Create transparent agreements for tax planning, filing, and advisory services.

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Small Practices

Streamline workflows without needing a large administrative team.

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Large Firms

Ensure consistency and compliance across teams and engagements.

engagement letter management for accountant, tax advisors, bookeepers

Enterprises

Tailor templates for complex services and large operations.

Why Use FigsFlow's Checklists

Get structured and ready-to-use document templates for essential documents like minutes, resolutions, agreements, and more, designed to fit the specific needs of accountants, bookkeepers and tax advisers.

Pre-Built Templates for Efficiency & Convenience

Instant access to high-quality, pre-built minutes, resolutions and agreements designed for accountants, tax professionals, and businesses. Easily download, customise and use.

Sign In & Experience Effortless Document Creation

Access, customise and organise your documents effortlessly—all in one place. Sign in to FigsFlow and ensure you always have the right template at your fingertips

  • Library of agreements, minutes & resolutions.

  • Access to engagement letter & proposal templates.

  • Secure storage for organised document management.

  • Automated reminders to stay on top of deadlines.

Frequently Asked Questions

Got questions? We’ve got answers.
Explore our FAQs to learn how FigsFlow simplifies your workflows and boosts efficiency.

How to draft a shareholder agreement for a limited company?

A shareholder agreement should cover share distribution, shareholder rights, transfer restrictions, and dispute resolution, tailored to the company’s needs.

What are the essential components of corporate meeting minutes?

Corporate meeting minutes should include the date, attendees, decisions made, and resolutions passed, ensuring compliance with prevailing regulations and company law.

What is the difference between a board resolution and a shareholder resolution?

A board resolution is made by the directors and focuses on day-to-day operations, while a shareholder resolution requires shareholder approval for major decisions like company changes.

Are meeting minutes legally required for tax filings?

While not always required, meeting minutes serve as a key record of decisions and can be critical for tax filings, especially for corporate tax deductions and governance.

Can I use FigsFlow's templates for meeting minutes and resolutions across multiple clients?

Yes, you can use FigsFlow’s template., Simply download and customise for each client’s specific needs and business structure.

Still have questions?

Let our team of experts help you with your queries.

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Sign up for FigsFlow right now and start your free 30-day trial!

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