Save Time with FigsFlow’s Prebuilt Pricing, LOE, and Proposal Templates

In a profession where accuracy matters and time is scarce, accountants, bookkeepers and tax advisers can easily get stuck dealing with mundane paperwork. Creating engagement letters, pricing schedules and proposals takes up time that could be better spent on more important work.

Enter FigsFlow. It offers prebuilt, ready-to-use templates tailored for the accounting industry, simplifying those tasks and saving you time. FigsFlow streamlines your workflows, allowing you to prioritise what truly matters which is delivering value to your clients.

Why Are Engagement Letters Important for Accountants, Bookkeepers and Tax Advisers?

An engagement letter is sort of a contract between a professional and their client. It sets clear expectations, defines the scope of work and protects both parties from misunderstandings.

Every client has different needs and tailoring the legal terms for each one can slow down the onboarding process. And skipping this step is not an option as vague terms can lead to disputes later on.

FigsFlow offers more than one prebuilt engagement letter template that are designed to save you time. They are also fully customisable, so you can easily adjust them for your clients. They come with standard legal language, so you don’t have to start from scratch. Whether for tax advisory, accounting or bookkeeping, our ready-to-use templates make the process quicker and smoother, cutting down on time spent on admin tasks.

Streamlined Proposal Templates to Win More Clients

Winning new clients takes more than just expertise. You need to make a strong first impression too. And a professional proposal template helps you do that. A well-written, clear proposal can be the difference between landing a new client or losing them to a competitor. But creating customised proposals for every potential client takes time when you have to work on formatting, pricing and showcasing your services.

FigsFlow’s prebuilt proposal templates are made for the accounting industry, allowing you to create polished, professional proposals in minutes. These templates are tailored to what accounting clients need, highlighting key services, pricing and the unique value your firm offers

Why to Choose FigsFlow’s Ready-to-Use Templates

Here’s why FigsFlow’s prebuilt template is a game-changer for your firm:

1. Saves Time

Creating proposals, engagement letters and pricing documents from scratch takes up valuable time. With FigsFlow, you can generate professional documents quickly, freeing up more time to focus on clients and growing your business.

2. Easily Customisable

FigsFlow comes prebuilt with all the templates that you need, but they are fully customisable. You can easily adjust the wording, terms and conditions to suit each client.

3. Compliant with Industry Standards

In accounting, tax advisory and bookkeeping, compliance is crucial. FigsFlow templates are designed with industry standards in mind so that your engagement letters and proposals meet legal and regulatory requirements.

4. Uniformity Across Your Firm

Using FigsFlow’s professionally designed templates for all your documents means uniform branding and boosts your firm’s credibility. Whether it is a proposal or an engagement letter, every document looks polished and leaves a strong impression on clients.

5. Customisable Pricing Templates

Pricing can be tricky for firms offering services like tax advisory, auditing and bookkeeping. FigsFlow’s pricing templates make it easier by providing clear, standard formats. You can customise them for each client.

Make the Smart Choice: Choose FigsFlow Today

Time spent drafting proposals, engagement letters and pricing documents could be used more for advising clients or growing your business. With FigsFlow’s prebuilt templates, your firm can create high-quality, compliant and professional documents quickly. From engagement letters that set clear terms, to proposal templates that help you win clients, FigsFlow gives you the tools to work smarter.

Save time, minimise error and elevate your firm’s professionalism. Start using FigsFlow today and see the benefits of templates designed specifically for accounting professionals.