How It Works

Get Started with FigsFlow in Three Simple Steps

Setting up your account, customising your workspace and creating your proposals, engagement letters or pricing guides is as simple as 1, 2, 3.

Excellent Reviews by Accountants, Bookkeepers & Tax Advisers

G2 Reviews

5.0

Read our reviews on G2

Trustindex Reviews

5.0

Excellent based on 10 reviews

How FigsFlow Works for You

Streamline your accounting, bookkeeping and tax advisory practice with FigsFlow. See how easy it is to set up, customise and automate your workflow for best proposal, engagement letter and pricing guide designs.

Get started by creating your account and customising your workspace to fit your firm’s specific needs.

Customise Your Workspace

Tailor your dashboard, tax settings, and currency preferences to suit your business needs.

Choose Your Plan

Choose the most suitable plan from among a range of pricing options.

Add Team Members

Assign roles and permissions to your team members so everyone can work together.

Onboard Clients Effortlessly

Easy onboarding of clients in a few simple steps without hassle and headache.

Create & Customise Documents

Access ready-made templates or create your own to simplify proposal, engagement letter and pricing guide generation.

Use Pre-Built Templates

Choose from a range of pre-loaded comprehensive templates.

Create Custom Proposal Templates

Create your own proposal templates by simply entering client and service details.

Create Custom Engagement Letter Templates

Insert your logo, customise typeface and change colours to meet your brand guidelines.

Brand Your Firm

Generate comprehensive reports like profit & loss, balance sheets, and cash flow statements.

Manage Documents & Clients

Communicate directly with clients, track the progress of proposals, pricing guides and engagement letters, and automate follow-ups with FigsFlow.

Invite & Manage Clients

Send invitation to clients to join the platform and manage multiple clients through intuitive workspace.

Send & Track Proposals & Engagement Letters

Don’t just send documents, also track which stage they are at – created, pending or approved.

Instant Approvals

With FigsFlow’s e-signature feature, your clients will be able to sign documents directly and approve instantly.

Efficient Follow-Ups

Set up automated reminders for payments and deadlines so that you can follow up easily.

Ready to Transform Your Practice?

Experience the simplicity and power of FigsFlow.
Streamline your workflows, impress your clients and save time today.

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 Customer (UK)

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.

FigsFlow Customer (UK)

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 Customer (UK)

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

FigsFlow Customer (UK)

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

FigsFlow Customer (UK)

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

FigsFlow Customer (UK)

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!

Frequently Asked Questions

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

How does FigsFlow’s Capital Gains Tax Return Service Engagement Letter template benefit tax professionals?

FigsFlow’s engagement letter template for Capital Gains Tax Return offers an efficient solution for drafting professional and tailored engagement letters that meet your client’s Capital Gains Tax needs.

Can this Capital Gains Tax Return Service Engagement Letter template be customised for different client situations?

Absolutely! This template is flexible enough to accommodate various types of capital gains reporting needs.

How does FigsFlow support bookkeepers?

FigsFlow simplifies the management of letters of engagement and proposals by offering templates designed for different services.

Why should I use this Capital Gains Tax Return Service Engagement Letter template?

Because this template includes customisation options, has been reviewed extensively to ensure legal compliance, and is written in clear and professional language to ensure you get to forward high-quality engagement letters to your existing and prospective clients.

Still have questions?

If you can’t find answers to your questions in our FAQ section, you can always contact us. We will get back to you shortly.