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.

automation tool

Excellent Reviews by Financial Professionals

Excellent Reviews by Accountants, Bookkeepers & Tax Advisers

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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.

Accountants

Accountants

FigsFlow eliminates manual processes and reduces errors by enabling accountants to automate document requests and approval workflows.

Bookkeepers

Bookkeepers

Bookkeepers get to streamline their working processes with FigsFlow. They get to save time and focus on accurate bookkeeping.

Tax Advisers

Tax Advisers

FigsFlow’s document and communication automation tools empower tax advisers to handle complex tasks with ease.

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.

Time-Saving Document Creation

Time-Saving Document Creation

Generate polished proposals and engagement letters effortlessly with pre-built or auto-selected templates.

Seamless Email Automation

Seamless Email Automation

Link email templates to proposals and engagement letters, automating repetitive communication and maintaining consistency.

Enhanced Client Follow-Ups

Enhanced Client Follow-Ups

Keep clients engaged and ensure important proposals or messages are not overlooked with automated reminders.

Customisable & Accurate Outputs

Customisable & Accurate Outputs

Tailor templates to align with your firm’s branding while maintaining compliance with industry standards.

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.

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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

figsflow engagement letter software rating

But there is so much more!

Get started and let FigsFlow fulfil your automation needs!

What Our Happy Clients Say About FigsFlow

Many small and large firms have praised the excellence of FigsFlow.

“FigsFlow has revolutionised my proposal creation process. I’m able to make complex proposals easily.”

Leslie Alexander

Leslie Alexander

Certified Accountant

“FigsFlow’s templates are simply the best. Very detailed and easy to edit.”

Amelia Miller

Amelia Miller

Freelance Bookkeeper

“I cannot believe how FigsFlow made the process of team collaboration so easy.”

James Wilson

James Wilson

Tax Adviser

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.

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.

Still have questions?

Let our team of experts help you with your queries.

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.

Custom Templates

Adapt FigsFlow’s pre-built templates to meet your branding and service needs for professional and compliant documents.

Effortless Automation

FigsFlow empowers you to automate emails, reminders and document creation to save time and reduce errors.

Integrated Communication

Link email templates directly to proposals and engagement letters, ensuring consistency and professionalism.

Advanced Analytics

Gain insights into your workflow efficiency and client engagement with detailed analytics available on the centralised dashboard.

Don’t Let Manual Tasks Hold You Back?

Step into the future of automation and enhance client communication with FigsFlow!

engagement letter software for bookkeepers