Feature
Redefine Document & Communication Automation with FigsFlow
Redefine productivity with FigsFlow’s innovative automation tools. Utilise pre-built templates, automated email workflows and smart reminders to enhance efficiency and client engagement.
- 30-day free trial
- Competitive Prices
- Cancel anytime
Excellent Reviews by Financial Professionals
G2 Reviews
5.0
Read our reviews on G2
Trustindex Reviews
5.0
Excellent based on 10 reviews
Overview
Optimised Automation for Accountants, Bookkeepers & Tax Advisers
FigsFlow simplifies document creation and communication tasks, allowing accountants, bookkeepers and tax advisers to focus on delivering value to clients. By automating repetitive tasks, FigsFlow saves time, reduces errors and ensures professionalism at every step.
Benefits
Key Advantages of Automating Document & Communication with FigsFlow
Streamline your workflows and elevate productivity with FigsFlow’s powerful document and communication automation tools. From reducing manual tasks to enabling collaboration, FigsFlow empowers accountants, bookkeepers and tax advisers to focus on serving their clients.
Proposal Features
Unlock Extraordinary Document & Communication Automation with FigsFlow
Transform the way you manage documents and communication with FigsFlow’s innovative automation features.
Generation
Auto-Selected Engagement Letters
Save time and ensure accuracy with engagement letters automatically selected based on the type of entity, client and service.
Easy Management
Linked Email Templates
Automate client communication by linking email templates directly to proposals and engagement letters.
Templates
Automated Reminder System
Keep clients on track with automated reminders for proposals and follow-ups, improving response rates and reducing delays.
Say Goodbye to Tedious Manual work and Hello to Efficient Automation With FigsFlow!
Why FigsFlow is the Document & Communication Automation Software You Need?
Discover how FigsFlow excels in document and communication automation compared to competitors.
Features
Others
FigsFlow
Pricing
Starts from around £19
Starts from £10
Email Integration
Only limited integration available
Seamless linking with documents
Auto-Selected Engagement Letters
Unavailable or only limited selection provided
Fully automatic selection based on entity, client and service
Reminders
Manual reminders required
Automated reminder system
Document Creation
Manual and time-intensive
Automated and efficient
But there is so much more!
Get started and let FigsFlow fulfil your automation 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
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.
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.
Frequently Asked Questions
Got questions? We’ve got answers.
Explore our FAQs to learn how FigsFlow supports your document and communication automation.
How does FigsFlow automate proposal and engagement letter creation?
By using pre-built, customisable templates that can be tailored to your services, FigsFlow automates proposal and engagement letter generation.
Can I link emails directly to proposals and engagement letters?
Yes, FigsFlow allows you to link email templates to proposals and engagement letters for automated communication.
How does the automated reminder system work?
FigsFlow sends automated reminders to clients to follow up on proposals or important communications, keeping tasks on track.
Are FigsFlow’s templates customisable?
Absolutely. You can tailor templates to match your branding and specific service needs.
How does FigsFlow improve client engagement?
By automating communication and follow-ups, FigsFlow ensures timely responses and professional interactions with clients.
Extended Features to Elevate Your Document & Communication Automation
Unlock the full potential of your proposals and engagement letters with FigsFlow’s automation tools designed to simplify and enhance every aspect of your client engagement process.
From smart reminders to seamless integrations, FigsFlow enhances every step of your document and communication process.
Don’t Let Manual Tasks Hold You Back?
Step into the future of automation and enhance client communication with FigsFlow!
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