Auto-Selected Engagement Letters

Effortless Engagements Automatically Perfected

Take the hassle out of creating client agreements by automatically generating the right engagement letter based on your client’s details and the specific service you’re offering. Ensure that the correct terms and conditions are always included.

proposal management system software for accountant, bookkeepers & tax advisers

Excellent Reviews by Financial Professionals

Simple Engagement Letter Generation

proposal management software for accountant, bookkeepers & tax advisers

Quick Engagement Letter Creation

FigsFlow automatically picks the right engagement letter based on the type of client and service, saving you time and reducing manual work.

Keep It Consistent

Every letter is consistent with your firm’s standards, helping you maintain a professional approach in all client communications.

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

Correct Documents Every Time

FigsFlow automatically generates the correct letter, so you don’t have to worry about picking the wrong template.

Save Time

Stop wasting time looking for the right template. Let FigsFlow handle it so you can focus on what matters.

engagement letter management for accountant, tax advisors, bookeepers
Advanced Features

Engagement Letters Made Easy for You

Say goodbye to the hassle of searching for the right template. FigsFlow automatically selects the ideal engagement letter based on your client’s details and the service you’re offering. FigsFlow allows accountants, tax advisers and bookkeepers to focus on delivering exceptional service.

Automatic Selection

Automatic Selection

FigsFlow selects the right engagement letter based on the client’s details and the service.

Customisable Templates

Customisable Templates

You can adjust the templates to match your firm’s branding while keeping things professional.

Fast Document Creation

Fast Document Creation

Generate engagement letters in a flash without the need for manual selection.

More Time for Clients

More Time for Clients

Focus on what matters most — your clients — while FigsFlow handles your engagement letter.

The Secret to Great Engagement Letters

Auto-selected engagement letters are automatically generated based on your details, making it quick and easy to send the right letter every time without the need for manual selection. FigsFlow makes accountants, bookkeepers and tax advisers’ life easier.

Without FigsFlow

  • Manual selection required

  • Possibility of mistakes

  • Inconsistent letters

  • Loss of time

With FigsFlow

  • Automatic selection of right engagement letters

  • Accurate and consistent engagement letters

  • Saves time

  • Reduction of manual work

figsflow engagement letter software rating

Say Goodbye to Template Hassles

Let FigsFlow automatically create the perfect engagement letter for you now!

Trusted by Professionals Worldwide

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

“FigsFlow helped me set the proper prices that benefited both me and my clients.”

 

Leslie Alexander

Leslie Alexander

Certified Accountant

“FigsFlow helped solve the dilemma I always had about setting prices for my bookkeeping services.”

Jacob Jones

Jacob Jones

Freelance Bookkeeper

“Tax advisory is a complicated sector. FigsFlow simplified the pricing for this and improved my margins.”

James Wilson

James Wilson

Tax Adviser

Save Time, Boost Efficiency

Get the right engagement letter in seconds—no more searching!

Figsflow for Large-Scale Proposal Projects