Custom Role Creation
Create the Perfect Role, Control the Perfect Flow
FigsFlow’s Custom Role Creation feature gives you the flexibility to design roles that perfectly align with your needs. Whether you need to tailor access or limit features for certain users, you can easily grant the right permissions to the right people.
Excellent Reviews by Financial Professionals
G2 Reviews · 5.0 · Read our reviews on G2 ★ ★ ★ ★ ★
Trustpilot · 5.0 · Read our reviews on Trustpilot ★ ★ ★ ★ ★
Trustindex Reviews · 4.7 · Excellent based on 70+ reviews ★ ★ ★ ★ ★
- 30-day free trial
- Competitive Prices
- Cancel anytime
Flexible Access Management
Create Custom Roles
Design roles that match your accountancy, bookkeeping or tax advisory team’s responsibilities, giving everyone access to what they need.
Set Specific Permissions
Assign permissions for specific modules or features so each team member can access what’s needed for their role.
Easily Customise Roles
Quickly adjust roles to match your practice’s structure, whether you need simple or more complex access levels.
Security & Control
Create custom roles and control access to sensitive information, ensuring only the right people have access.
Advanced Features
Simplified Role Management
FigsFlow takes the complexity out of access control, allowing you to easily define and assign roles with precision. Say goodbye to generic permissions and hello to a flexible, secure system tailored to your team.
Role Management Dashboard
Easily manage and assign roles with specific permissions through an intuitive dashboard.
Customised Role Creation
Create custom roles with specific permissions.
Quick Role Assignment
Assign custom roles in just a few clicks, making role management easy and fast.
Role Hierarchy
Set up different levels of access creating a clear structure for your team.
Centralised Management & Complete Overview
Track and manage all your engagement letters in one centralised dashboard. FigsFlow’s intuitive dashboard allows you to stay organised, track progress and collaborate seamlessly with your team, saving you time and ensuring no document gets lost.
| No. | Without FigsFlow | With FigsFlow |
|---|---|---|
| 01 | Limited options for customising roles | Fully customisable roles |
| 02 | Confusing permissions management | Granular control over access |
| 03 | Risk of unauthorised access | Better security |
| 04 | Less control over access management | Seamless access management |
But there is so much more!
Get started and let FigsFlow fulfil your team management needs!
- 30-day free trial
- Competitive Prices
- Cancel anytime
Trusted by Practitioners Just Like You
Hear What Others Have to Say
Take a look at the real ways accountants, bookkeepers and tax advisers have achieved faster growth, streamlined workflows and elevated profits with FigsFlow.
Bibek P.
FigsFlow changed how we produce our engagement letters and proposals. It is easy to setup and use - has pre-built templates for ACCA. The good think we like about the software is that it is easier to edit and make changes in each proposal and engagement letter as per client needs.
Another feature that was really helpful was when sending proposal for multiple inviduals and companies, it generates one proposal but multiple engagement letter to each entity and person as required by ACCA. This saved lots of time for single proposal for same family members and group companies.
Ron B.
Ability to edit each proposal and enagement letter is the best feature. We have templates, but each client want something to change which can be done instantly in FigsFlow.
Madela Sanjose
Figsflow blogs have become a trusted source of information for me as an accountant, especially when it comes to Making Tax Digital. Their full MTD guide breaks down digital record-keeping, quarterly reporting, and software compliance in a way that actually makes sense, making the whole preparation for transition doable for both me and my clients. I also like their broader topics, automation, onboarding tips, and HMRC updates which support the day-to-day work I do.
Lovela Scantte
As an accountant I’ve tried many onboarding tools, but FigsFlow is the best. It generates compliant proposals in under a minute and creates customisable engagement letters, transforming our workflow. Pre-loaded templates (meeting the standards of ACCA, ICAEW, CIOT, etc.) support compliance and save hours.
FigsFlow is a profit booster. Highly recommended. Try the free 30-day trial: you won’t regret it.
Leonard Duncan
Loving the experience so far..... The nice feature is that each Proposal or Engagement letter can be customised different from the template, making few client specific changes.
In the morning at my firm, I quickly list all my engagement letters in draft and send them one by one, after fine tuning them.
Bdodge Malik
Perfect for saving time and staying organized!
The software is super easy to use—customizing templates, sending documents, and getting client approvals all happen in no time. It’s professional, efficient, and takes the hassle out of managing client interactions. Perfect for saving time and staying organized!
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Empower your team with secure, effortless access management.
