Feature
Take Control of Your Engagement Letter Management with Figsflow
Efficiently create, customise and track engagement letters with Figsflow, ensuring accuracy and streamlined workflows.
- 30-day free trial
- No credit card required
- Cancel anytime
Excellent Reviews by Financial Professionals
Overview
Engagement Letter Management for Accountants, Bookkeepers & Tax Advisers
FigsFlow streamlines engagement letter management for accountants, bookkeepers, and tax advisers. Create and customise letters of engagement, including bookkeeping and accounting engagement letters, from a single platform while delivering exceptional client service.
Accountants
FigsFlow streamlines engagement letter management for accountants with ready-to-use templates, real-time customisation and automated tracking.
Bookkeepers
Bookkeepers get to manage engagement letters with ease through FigsFlow’s intuitive dashboard and integration options for enhanced productivity.
Tax Advisers
FigsFlow enables tax advisers to quickly draft and customise engagement letters tailored to their specific tax planning and advisory services.
Benefits
Why Choose FigsFlow for Engagement Letter Management?
FigsFlow provides an efficient system for managing engagement letters, developing client relationships and improving communication.
Streamlined Workflow
Automate and simplify the process of engagement letter management, reducing manual effort and saving valuable time.
Effortless Personalisation
Edit and customise engagement letters to meet client-specific needs, ensuring accuracy and satisfaction.
Integrated Digital Signatures
Clients get to sign letters digitally and securely, eliminating paperwork and accelerating the approval process.
Transparent Version Control
Maintain an audit trail and manage multiple engagement letter versions with flexibility and clarity.
Engagement Letter Management Features
Key Features of FigsFlow for Engagement Letter Management
Leverage FigsFlow’s powerful features to obtain precise service costs, tailor client-specific packages and adapt pricing effortlessly to meet every need.
Compliance
Regulatory-Compliant Templates
Access and customise professional engagement letter templates that meet ACCA, CIOT and other regulatory standards.
Customisation
Flexible Engagement Letter Customisation
Easily modify terms and conditions of engagement letter in real time to suit individual client agreements.
Dashboard
All-in-One Control Hub
Track and manage drafts, live letters and signed agreements from a single centralised dashboard.
Why Figsflow is the Engagement Letter Management Software You Need?
See why FigsFlow stands out compared to other tools in simplifying and improving engagement letter management.
Features
Others
FigsFlow
Pricing
Starts from around £19
Starts from £10
Templates
Limited options
Preloaded, regulatory-compliant templates
Customisation
Basic editing
Real-time, advanced customisation
Signatures
Requires external tools
Built-in secure digital signatures
Tracking
Minimal tracking
Centralised dashboard with detailed insights
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
Frequently Asked Questions
Got questions? We’ve got answers.
Explore our FAQs to learn how FigsFlow simplifies your workflows and boosts efficiency.
What is engagement management in FigsFlow?
Engagement management in FigsFlow streamlines the process of creating, customising, tracking, and signing engagement letters. It provides tools to manage your client agreements efficiently from start to finish.
Can I customise engagement letter templates?
Yes, FigsFlow allows you to customise preloaded regulatory-compliant templates or create your own. You can modify terms and conditions in real-time to suit specific client needs.
Is FigsFlow suitable for small and large firms?
Absolutely! FigsFlow is designed to meet the needs of both small practices and large accounting firms with its scalable and intuitive engagement letter management tools.
How does the digital signature feature work?
FigsFlow offers a secure digital signature feature that lets clients sign engagement letters online, eliminating the need for physical paperwork and speeding up the approval process.
Can I track the status of engagement letters?
Yes, the All-in-One Control Hub in FigsFlow lets you track the status of your engagement letters—whether they’re in draft, live, or signed—ensuring transparency and organisation.
Is FigsFlow compliant with regulatory standards?
FigsFlow offers templates that align with industry standards like ACCA and CIOT. You can ensure your engagement letters remain compliant and professional.
Extended Features to Elevate Your Engagement Letter Management
Unlock the full potential of your engagement letters with FigsFlow’s tools designed to simplify and enhance every step of your engagement management process.
From integrating digital signatures to customising regulatory-compliant templates, FigsFlow ensures that your engagement letters are consistent, organised and tailored to meet your needs.
Customisable Templates
Easily adapt professional templates to suit client needs with real-time editing and customisation options.
Real-Time Collaboration
Collaborate seamlessly with your team on engagement letters, making edits and approvals faster and more efficient.
Digital Signatures
Collect client signatures securely and quickly with integrated digital signing, reducing delays and paperwork.
Automated Workflows
Streamline approvals and document processes with automated workflows and notifications.
Ready to Simplify Your Engagement Letter Process?
Sign up today and experience the ease of Figsflow!