Proposal Perfection
Tax Planning Proposal Software for Tax Advisers
Create and deliver professional proposals for tax planning and advisory services with FigsFlow, the software built specifically for tax advisers. Easily generate personalised, professional proposals that outline tax strategies, optimise client savings and ensure compliance. Automate your pricing and streamline your tax planning process.
No more manual edits. No more mismatched documents. Just fast proposals that convert!
- 30-day free trial
- Competitive Prices
- Cancel anytime
Excellent Reviews by Tax Advisers
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 Tax Advisers?
Tax advisers face complex client needs, strict compliance demands and frequent scope changes. FigsFlow, the proposal software for tax advisers, is built to tackle these challenges by automating detailed tax proposals, embedding compliance checks and handling bespoke pricing models.
Pricing Calculator for Tax Services
Easily integrate fixed fees, hourly rates, success fees or hybrid pricing models tailored to tax planning and advisory work, eliminating guesswork and protecting margins.
Complex Service Bundling
Combine multiple tax services like Corporate Tax, VAT reviews, and R&D claims into a single, clear proposal with customisable bundles and tiered pricing.
Internal Compliance Review Workflows
Set approval processes for proposals that require sign-off from senior tax partners or compliance officers before sending. Set roles to manage who does what.
Detailed Reporting & Analytics
Gain insights on proposal success rates broken down by tax service type, client segments, pricing models or any other parameter required, helping you refine your service-delivery approach.
How FigsFlow Solves Proposal Problems for Tax Advisers
As a proposal software for tax advisers, FigsFlow is built with features designed specifically for tax professionals to create accurate, compliant, and persuasive proposals fast.
Challenges You Face
Tax advisers often face difficulties when designing professional proposals due to various issues. These issues include:
- Tailoring proposals for varied tax services
- Keeping proposals compliant with tax legislation
- Managing multiple versions and client feedback
- Reflecting complex pricing structures
How FigsFlow Overcomes Your Challenges
FigsFlow provides real-time proposal tracking and tools to maintain regulatory compliance and other benefits:
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Customisable pre-built templates
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Up-to-date regulatory wording and terms
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Version control with audit trails
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Advanced pricing calculator
- 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.
What is the best proposal software for tax advisers?
FigsFlow could be the best proposal software for tax advisers because it offers customisable templates, automated workflows, real-time tracking and compliance support.
How does proposal software improve efficiency for tax advisers?
Proposal software automates time-consuming tasks, provides templates, enables tracking and collaboration, saving time and reducing errors in proposal management.
Can proposal software help with compliance for tax advisers?
Yes, proposal software like FigsFlow includes tools to ensure proposals adhere to industry standards and regulatory tax requirements.
What features should I look for in proposal software for tax advisers?
Look for key features like customisable templates, integration with tax software, real-time analytics, collaboration tools and compliance support.
Is there affordable proposal software specifically for tax advisers?
Yes, many options cater specifically to tax advisers, such as FigsFlow, which offers affordable pricing plans designed for both small businesses and tax professionals.
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