Linked Email Templates

Perfect Emails Every Time

Effortlessly send personalised and professional emails without having to rewrite or search for the right message each time. Simply link your email template to your proposal or engagement letter and send it with just a click.

proposal management system software for accountant, bookkeepers & tax advisers

Excellent Reviews by Financial Professionals

Streamlined Communication

proposal management software for accountant, bookkeepers & tax advisers

Automated Client Emails

FigsFlow links email templates to proposals, enabling the sending of personalised emails for faster communication.

Consistency

By using linked templates, your emails will always follow the same format, keeping things professional and clear.

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

Save Time

Forget drafting emails repeatedly. FigsFlow provides email templates suited to your proposal or engagement letter.

Keep Clients in the Loop

With linked templates, it’s easy to follow up and keep clients informed without the need for extra effort.

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Advanced Features

Simplified Email Management

By linking email templates directly to your proposals and engagement letters, FigsFlow empowers you to send personalised and professional emails with just a few clicks. Eliminate the need to search for or draft emails from scratch.

Email Template Dashboard

Email Template Dashboard

Allows users to create, manage, search and customise email templates efficiently.

Import Customised Email

Import Customised Email

Easily customise client-ready emails by accessing a library of pre-made templates.

Rich Text Editor

Rich Text Editor

Create professional email templates with dynamic placeholders and rich text editor.

Configurable Email Settings

Configurable Email Settings

Customise email settings effortlessly by assigning templates to specific roles.

The Secret to Simplified Email Communication

Save valuable time by eliminating the need to manually draft messages, while ensuring your communication remains consistent and professional every time. With everything seamlessly connected, you can send tailored emails with just a few clicks.

Without FigsFlow

  • Manually draft emails

  • Extra time and effort

  • Different tools needed for emails and documents

  • Inconsistent communication

With FigsFlow

  • Automatically linked email templates

  • Save time and effort

  • Professional and consistent communication

  • Easy follow-ups

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Streamline Your Client Communication Now

Automatically send perfect emails with just a click!

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 Effortless Email Management

Simplify your workflow and save time with linked email templates!

Figsflow for Large-Scale Proposal Projects