Feature
  • Proposal Management

Transform Your Proposal Management Experience

Say farewell to tedious proposal workflows and embrace FigsFlow. Leverage cutting-edge technology to bring simplification and efficiency to the proposal process.

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FigsFlow Overview

Powerful Practice Management Software for accountants, bookkeepers and tax advisers. 

Built By Accountants

Designed with firsthand accounting expertise to meet your unique needs.

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Built For Financial Professionals

Tailored for accountants, bookkeepers, and tax advisors, ensuring all tools and features align with the unique demands of financial practices.

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Engineered To Solve The Everyday Challenges

FigsFlow simplifies complex workflows, automates repetitive tasks, and minimizes errors to help you focus on delivering exceptional service.

From managing proposals to pricing and communication, our platform addresses daily inefficiencies, ensuring your practice operates smoothly and efficiently.

For Businesses of All Sizes

Key Benefits of FigsFlow

Whether you are a growing firm aiming to enhance your client outreach, or an established business seeking to refine your proposal process, FigsFlow caters to your unique needs.

Automated Proposal Generation

Create customised proposals in just a few steps. 

Multi-Workspace Management

Manage multiple firms from a single account. 

Advanced Pricing Matrix

Build detailed pricing models using FigsFlow.

Engagement Letter Templates

Generate legally compliant engagement letters with pre-built templates.

Real-Time Proposal Tracking

Keep tabs on the status of proposals. View signature statuses and monitor activity from your dashboard.

Digital Signatures & Approval

With FigsFlow’s digital signature system, clients can sign proposals and engagement letters electronically.

Template Library & Customisation

Access a comprehensive library of pre-built templates for proposals, engagement letters, pricing and emails.

Secure Storage

Store all your documents securely with easy access for team members and clients. FigsFlow ensures data protection while allowing you to retrieve important documents anytime, anywhere.

Multi-User Collaboration

Collaborate with your team. Assign tasks, share documents and manage permissions within FigsFlow. Get efficient workflow management for accountants, bookkeepers and tax advisers.

Streamlined Features for Proposal Management

FigsFlow offers a comprehensive proposal management platform designed for businesses of all sizes. Say goodbye to manual processes and embrace a streamlined approach that lets technology do the heavy lifting.

Generation

Seamless Proposal Generation

Start from a pre-built template or build a custom proposal. Add flexible pricing, engagement terms, and client-specific details to ensure a personalised and professional presentation every time.

Engagement

Professional Engagement Letters

Easily adjust pricing, services and terms for each client. Ensure that every proposal is tailored to your client’s exact needs, making your offerings clear and transparent.

Templates

Automated Template Selections

Send proposals via email and track reviews, signatures and other engagements. Also, respond quickly to keep the momentum going.

 

Customization

Customizable Templates

You can work collaboratively with your team and approve, reject or request changes based on your assigned role. All actions are tracked for visibility and reference throughout the process.

Editing

Editable Documents

Once proposals are approved, securely store them for easy access and retrieval. Keep all client data safe with industry-standard data security and archiving solutions.

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Ready to Transform Your Practice?

Experience the simplicity and power of FigsFlow.
Streamline your workflows, impress your clients, and save valuable time today.

Why choose FigsFlow over Others?

See why FigsFlow’s features has overcome over others softwares.

Features:

Others

FigsFlow

Plans

None such plans are available

Starts from engagement letter plans to create contracts on the go without worrying for pricing

Documents

5 documents in basic plan

10 Letter of Engagements in lite plan

Dashboard

Limited dashboard capabilitites

More intuitive dashboard

Flexibility in tempaltes

Fixed template structure without ability to add sections

Flexibility in template structure with ability to add sections

24/7 Customer Support

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Ready to streamline your workflow with ease?

Our Happy Clients Say About FigsFlow

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

“My new site is so much faster and easier to work with than my old site. I just choose the page, make the change.”

Leslie Alexander

Leslie Alexander

Freelance React Developer

“Simply the best. Better than all the rest. I’d recommend this product to beginners and advanced users.”

Jacob Jones

Jacob Jones

Digital Marketer
“I cannot believe that I have got a brand new landing page after getting Omega. It was super easy to edit and publish.”
Jenny Wilson

Jenny Wilson

Graphic Designer

Frequently Asked Questions

Got questions? We’ve got answers.
Explore our FAQs to learn how FigsFlow simplifies your workflows and boosts efficiency.

How does FigsFlow’s Capital Gains Tax Return Service Engagement Letter template benefit tax professionals?

FigsFlow’s engagement letter template for Capital Gains Tax Return offers an efficient solution for drafting professional and tailored engagement letters that meet your client’s Capital Gains Tax needs.

Can this Capital Gains Tax Return Service Engagement Letter template be customised for different client situations?

Absolutely! This template is flexible enough to accommodate various types of capital gains reporting needs.

How does FigsFlow support bookkeepers?

FigsFlow simplifies the management of letters of engagement and proposals by offering templates designed for different services.

Why should I use this Capital Gains Tax Return Service Engagement Letter template?

Because this template includes customisation options, has been reviewed extensively to ensure legal compliance, and is written in clear and professional language to ensure you get to forward high-quality engagement letters to your existing and prospective clients.

Still have questions?

If you can’t find answers to your questions in our FAQ section, you can always contact us. We will get back to you shortly.

Advanced Features to Enhance Proposal Management

Unlock the full potential of your proposals with FigsFlow’s powerful tools designed to simplify and enhance every step of the drafting process.

From automating proposal creation to customising client-specific templates, FigsFlow ensures that your proposals are consistent, professional and tailored to meet each client’s needs.

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Templates Library

Choose from a wide range of pre-built, customisable templates to simplify your proposal creation process.

Client-Specific Proposals

Tailor each proposal to match your client’s needs. From pricing structures to engagement terms, FigsFlow ensures that every detail is personalised.

eSignatures

FigsFlow’s integrated eSignature feature allows clients to approve proposals with digital signatures, reducing turnaround time and improving efficiency.

Notifications

Stay on top of your tasks with real-time notifications. Never miss a key moment in the client engagement process.

 

See how FigsFlow boosts your workflow

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