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.

proposal management system software for accountant, bookkeepers & tax advisers

Excellent Reviews by Financial Professionals

Make Your Engagement Letter Workflow Convenient and Efficient

proposal management software for accountant, bookkeepers & tax advisers

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.

proposal management system for accountant, bookkeepers & tax advisers
proposal management system for accountant, tax advisors, bookeepers

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.

engagement letter management for accountant, tax advisors, bookeepers
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 engagement letter software rating

But there is so much more!

Get started and let FigsFlow fulfil your engagement management needs!

Trusted by Professionals Worldwide

Thousands of accountants, bookkeepers, and tax advisers rely on FigsFlow to streamline their workflow and deliver exceptional client service.

“FigsFlow has transformed how I handle engagement letters. It’s incredibly efficient and user-friendly.”

Leslie Alexander

Leslie Alexander

Certified Accountant

“Customising and managing documents has never been this easy. FigsFlow saves me so much time!”

Jacob Jones

Jacob Jones

Freelance Bookkeeper

“FigsFlow’s digital signature feature has simplified client approvals for me. Highly recommend!”

James Wilson

James Wilson

Tax Adviser

Never Lose Track Again!

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

Figsflow for Large-Scale Proposal Projects