All-in-One Control Hub

Stay Organised with FigsFlow

Simplify your workflow with a centralised dashboard that lets accountants, tax advisers and bookkeepers track, manage, and organise all your engagement letters — drafts, live letters and signed agreements — in one place.

Excellent Reviews by Financial Professionals

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Make Your Engagement Letter Workflow Convenient and Efficient

Centralised Dashboard

Centralised Dashboard

Access and manage all engagement letters from one convenient place, ensuring no document slips through the cracks.

Real-Time Updates

Track the status of engagement letters, whether they’re in draft, under review, or fully signed, and track changes.

Real-time Edits
Team Collaboration

Team Collaboration

Enable seamless collaboration by allowing team members to work together on drafts and monitor document progress without confusion.

Status Overview

Gain a clear view of where each engagement letter stands — drafted, sent or signed — with an intuitive interface.

Status Overview
Advanced Features

Optimise Your Engagement Letter Management Process

Take control of your engagement letter workflow with FigsFlow’s powerful features designed to simplify and streamline document management. From tracking statuses to managing multiple clients, FigsFlow ensures every step is efficient.

Identify Signatories

Identify Signatories

Quickly identify and review signatories of any engagement letter.

Email Tracking

Email Tracking

Track the status of sent emails – sent, delivered, viewed or signed.

Manual Deal Won/Lost Options

Manual Deal Won/Lost Options

Easily mark deals as won or lost and get full control over deal status updates.

Live & Won Data

Live & Won Data

Monitor when the engagement letter was made live or won.

Digital Signature Capture

Digital Signature Capture

Ensure a secure digital signature is captured on every won letter.

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.

Without FigsFlow

  • Centralised dashboard for easy access and management

  • Real-time status tracking

  • Seamless collaboration with team members

  • Detailed activity logs to monitor documents

With FigsFlow

  • Centralised dashboard for easy access and management

  • Real-time status tracking

  • Seamless collaboration with team members

  • Detailed activity logs to monitor documents

FigsFlow Rating

But there is so much more!

Get started and let FigsFlow fulfil your engagement management needs!

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.

Never Lose Track Again!

Manage drafts, live letters and signed engagement letters from one dashboard.

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