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.
- 30-day free trial
- No credit card required
- Cancel anytime
Excellent Reviews by Financial Professionals
Make Your Engagement Letter Workflow Convenient and Efficient
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.
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.
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
Quickly identify and review signatories of any engagement letter.
Email Tracking
Track the status of sent emails – sent, delivered, viewed or signed.
Manual Deal Won/Lost Options
Easily mark deals as won or lost and get full control over deal status updates.
Live & Won Data
Monitor when the engagement letter was made live or won.
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
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Centralised dashboard for easy access and management
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Real-time status tracking
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Seamless collaboration with team members
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Detailed activity logs to monitor documents
With FigsFlow
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Centralised dashboard for easy access and management
-
Real-time status tracking
-
Seamless collaboration with team members
-
Detailed activity logs to monitor documents
But there is so much more!
Get started and let FigsFlow fulfil your engagement management needs!
- 30-day free trial
- No credit card required
- Cancel anytime
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
Certified Accountant
“Customising and managing documents has never been this easy. FigsFlow saves me so much time!”
Jacob Jones
Freelance Bookkeeper
“FigsFlow’s digital signature feature has simplified client approvals for me. Highly recommend!”
James Wilson
Tax Adviser
Never Lose Track Again!
Manage drafts, live letters and signed engagement letters from one dashboard.