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
- No credit card required
- Cancel anytime
Excellent Reviews by Financial Professionals
Excellent Reviews by Accountants, Bookkeepers & Tax Advisers
G2 Reviews
5.0
Read our reviews on G2
Google Reviews
5.0
Excellent based on 4 reviews
Trustindex Reviews
5.0
Excellent based on 8 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.
Accountants
FigsFlow eliminates manual processes and reduces errors by enabling accountants to automate document requests and approval workflows.
Bookkeepers
Bookkeepers get to streamline their working processes with FigsFlow. They get to save time and focus on accurate bookkeeping.
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
Generate polished proposals and engagement letters effortlessly with pre-built or auto-selected templates.
Seamless Email Automation
Link email templates to proposals and engagement letters, automating repetitive communication and maintaining consistency.
Enhanced Client Follow-Ups
Keep clients engaged and ensure important proposals or messages are not overlooked with automated reminders.
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.
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
- No credit card required
- Cancel anytime
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
Certified Accountant
“FigsFlow’s templates are simply the best. Very detailed and easy to edit.”
Amelia Miller
Freelance Bookkeeper
“I cannot believe how FigsFlow made the process of team collaboration so easy.”
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.
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.
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!