Custom Role Creation

Create the Perfect Role, Control the Perfect Flow

FigsFlow’s Custom Role Creation feature gives you the flexibility to design roles that perfectly align with your needs. Whether you need to tailor access or limit features for certain users, you can easily grant the right permissions to the right people.

proposal management system software for accountant, bookkeepers & tax advisers

Excellent Reviews by Financial Professionals

Flexible Access Management

proposal management software for accountant, bookkeepers & tax advisers

Create Custom Roles

Design roles that match your accountancy, bookkeeping or tax advisory team’s responsibilities, giving everyone access to what they need.

Set Specific Permissions

Assign permissions for specific modules or features so each team member can access what’s needed for their role.

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

Easily Customise Roles

Quickly adjust roles to match your practice’s structure, whether you need simple or more complex access levels.

Security & Control

Create custom roles and control access to sensitive information, ensuring only the right people have access.

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Advanced Features

Simplified Role Management

FigsFlow takes the complexity out of access control, allowing you to easily define and assign roles with precision. Say goodbye to generic permissions and hello to a flexible, secure system tailored to your team.

Role Management Dashboard

Role Management Dashboard

Easily manage and assign roles with specific permissions through an intuitive dashboard.

Customised Role Creation

Customised Role Creation

Create custom roles with specific permissions.

Quick Role Assignment

Quick Role Assignment

Assign custom roles in just a few clicks, making role management easy and fast.

Role Hierarchy

Role Hierarchy

Set up different levels of access creating a clear structure for your team.

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

  • Limited options for customising roles

  • Confusing permissions management

  • Risk of unauthorised access

  • Less control over access management

With FigsFlow

  • Fully customisable roles

  • Granular control over access

  • Better security

  • Seamless access management

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But there is so much more!

Get started and let FigsFlow fulfil your team 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 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

Unlock Seamless Control Today

Empower your team with secure, effortless access management.

Figsflow for Large-Scale Proposal Projects