Proposals in Seconds
Proposal Software for Accountants & Firms
Finding a great industry-specific proposal software for chartered accountants, CPAs and accountancy firms should not be a hassle. That is why FigsFlow has developed proposal software which generates professional proposals in seconds with library of ready-made templates for hundreds of accountancy services.
Win More Clients! Grow Your Practice!
- 30-day free trial
- Competitive Prices
- Cancel anytime
Excellent Reviews by Accountants
G2 Reviews
5.0
Read our reviews on G2
Trustindex Reviews
5.0
Excellent based on 10 reviews
Proposal Software Features
Why FigsFlow is the Best Proposal Software for Certified Public Accountant?
FigsFlow offers the best accounting proposal software solution for all types of accountancy practices, whether it be individual accountants or multi-partner accountancy firms. Get rid of manual interventions and embrace convenience. With FigsFlow, accountants get pre-filled templates, regulatory-body compliance, automated pricing and more.
Professional Proposal Generation
Your logo, your tone, your terms. Proposals look like they came from your firm, not a third-party tool. And with built-in audit logs, quality control is effortless.
Accounting-specific Templates
From year-end accounts to VAT returns and management reporting, FigsFlow comes with pre-built templates tailored for accounting firms. They reflect real services with real scope considerations.
Scientific Pricing, No Guesswork
With FigsFlow’s advanced pricing calculator, you can offer fixed, value-based or contingent fees with absolute clarity. Factor in client-specific variables, apply discounts or VAT, and avoid scope creep.
Auto-Insert Timelines & Deliverables
No more forgetting deadlines or vague wording. With FigsFlow, you can include structured delivery timelines, milestones, and scope of work with minimal effort.
How FigsFlow as a Software Solves Proposal Problems for Accountancy Firms
As an accounting proposal software designed by Chartered Certified Accountants for accountants, FigsFlow tackles everyday problems that accountants face in their everyday lives.
Challenges You Face
Crafting professional proposals is essential for accountants, but it is often time-consuming and inefficient. Some common problems accountants face are:
- Lack of instant proposal creation
- Lack of centralised communication platform
- Tracking proposal status
- Compliance issues
How FigsFlow Overcomes Your Challenges
By automating tasks and streamlining workflow, FigsFlow empowers accountants to deliver proposals that are polished, compliant and impactful:
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Library of customisable pre-built templates
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Centralised platform for real-time collaboration
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Track proposal status & analytics
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Regulatory & industry compliance
- 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!
Frequently Asked Questions
Got questions? We’ve got answers.
Explore our FAQs to learn how FigsFlow simplifies your workflows and boosts efficiency.
Why do certified public accountants need proposal software?
Accountants need proposal software because it streamlines the process of creating client-ready proposals by automating repetitive tasks, ensuring consistency and eliminating errors.
How to write good proposals in accounting?
You can write great proposals that win clients by using good Proposal Software for Accountants (CPA) like FigsFlow.
How to create compliant proposals quickly in accounting?
By using FigsFlow. It automates repetitive tasks like pricing calculations, template formatting and client-specific adjustments. This allows accountants to create polished, professional proposals in minutes instead of hours.
How does proposal software improve client engagement?
Features such as eSignatures and proposal analytics make it easy for clients to review, approve and engage with your proposals. This streamlines the approval process and enhances communication with clients.
What makes FigsFlow better than other proposal tools for certified public accountants?
FigsFlow is tailored specifically for accountants, offering features like service-specific pricing models, regulatory-compliant templates and real-time collaboration tools. It’s not just a generic proposal software—it’s built to meet the unique needs of accounting professionals.
Don’t Waste Another Minute
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