Role-Based Access Control

Secure Access, Simplified Control

FigsFlow’s Role-based Access Control feature empowers you to streamline access management by assigning specific roles such as admin, manager, or custom roles to users. This functionality ensures that sensitive information is only accessible to the right individuals.

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Excellent Reviews by Financial Professionals

Access Management Made Simple

proposal management software for accountant, bookkeepers & tax advisers

Custom Role Assignments

Create and personalise roles to fit your organisation’s needs so each user has the right level of access to sensitive information.

Real-Time Collaboration

Collaborate smoothly with your team members on developing proposals, engagement letters and more and give everyone the right access based on their role.

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Centralised Permissions

Manage all user access from a single centralised dashboard, saving time, maximising convenience and eliminating confusion.

Enhanced Security

Protect sensitive data with robust, role-specific access controls. Ideal for accountants, bookkeepers and tax advisers who handle sensitive data.

Proposals Software for Accountancy Firms
Advanced Features

Streamlined Access Control

FigsFlow provides an easy-to-use role-based access system that simplifies managing team access and assigning roles. Forget about the hassles of endless emails and backs-and-forths and collaborate easily through FigsFlow.

Admin and Manager Roles

Admin and Manager Roles

Give team leaders full access, allowing them to manage user permissions and settings.

Custom Role Creation

Custom Role Creation

Customise roles to match your team’s needs so you can set specific access levels for each user.

Activity Tracking

Activity Tracking

Keep track of who can access what and when providing transparency and accountability for all team members.

User-Friendly Interface

User-Friendly Interface

Manage roles and permissions easily—no IT experience is required, making it simple for anyone to use.

Centralised Access Management

Centralised Access Management

Simplify your workflow by managing all user access from one dashboard, saving time and reducing on complexity.

Role-Based Security

Role-Based Security

Boost security by giving users access according to their role, keeping sensitive information protected.

The Secret to Secure Collaboration

Easily assign roles, manage permissions and maintain control with FigsFlow’s built-in features. With seamless user management, you can confidently collaborate and share information, knowing that every user has the appropriate level of access to perform their tasks.

Without FigsFlow

  • Manual permission updates

  • Confusing access management

  • Risk of data breaches

  • Difficult to create custom roles

With FigsFlow

  • Simplified role assignments

  • Centralised access control

  • Enhanced data protection

  • Easy custom role assignment

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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