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Practice management joins FigsFlow on 7 OctoberFree until 28/02/2027
FigsFlow

Granular Permission Management

Stay Organised with FigsFlow

Whether it’s granting view-only access, enabling editing capabilities, or authorising the ability to create or delete, you can tailor access to meet the specific needs of your team. FigsFlow enhances security while promoting efficient workflows.

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Excellent Reviews by Financial Professionals

g2 icon logo 100x100 1G2 Reviews · 5.0 · Read our reviews on G2 ★ ★ ★ ★ ★Trustpilot IconTrustpilot · 5.0 · Read our reviews on Trustpilot ★ ★ ★ ★ ★Trustindex IconTrustindex Reviews · 4.7 · Excellent based on 70+ reviews ★ ★ ★ ★ ★

  • 30-day free trial
  • Competitive Prices
  • Cancel anytime

Precise Access Control

Customisable Access Control

Customisable Access Control

Easily set permissions at the module, feature or action level to tailor access to each team member’s needs.

Flexible Permission

Flexible Permissions

Grant varying levels of access, such as view-only, edit, delete or create, for better control over sensitive information.

Improved Security

Enhanced Security

Minimise the risk of unauthorised actions or access by defining clear, specific permissions for every user.

Streamlined Workflow

Streamlined Workflow

Optimise team productivity by ensuring users have access to the features and actions relevant to their role.

Advanced Features

Easy Permission Setup

FigsFlow simplifies the process of managing access across your team, providing flexible controls that can be tailored to suit your specific needs. With an intuitive interface, you can quickly assign and adjust permissions.

Role-Based Permissions

Role-Based Permissions

Customisable role permissions ensure secure and efficient management within the system.

Role-Based User Management

Role-Based User Management

Assign roles with specific permissions for controlled access to settings.

Stronger Security

Stronger Security

Control access to sensitive information by limiting permissions to only those needing it.

Action Permissions

Action Permissions

Set permissions for specific actions like viewing, editing, deleting, or creating, for full flexibility.

The Key to Secure & Flexible Access

Manage permissions at every level, giving you the freedom to create a system that perfectly fits your team’s needs. Whether it’s controlling access to features or defining user actions, you can ensure that every team member has the right permissions.

No.Without FigsFlowWith FigsFlow
01One-size-fits-all permissionsFine-tuned control over permissions
02Limited control over accessEasy access management at all levels
03Higher risk of unauthorised actionsImproved security and smoother workflows
04Difficult to customiseEasy to customise
FigsFlow Rating

Master Access Control Today

Unlock seamless, secure permissions for your team.

  • 30-day free trial
  • Competitive Prices
  • Cancel anytime

Trusted by Practitioners Just Like You

Hear What Others Have to Say

Take a look at the real ways accountants, bookkeepers and tax advisers have achieved faster growth, streamlined workflows and elevated profits with FigsFlow.

Bibek P.
FigsFlow Customer (UK)

Bibek P.

FigsFlow changed how we produce our engagement letters and proposals. It is easy to setup and use - has pre-built templates for ACCA. The good think we like about the software is that it is easier to edit and make changes in each proposal and engagement letter as per client needs.

Another feature that was really helpful was when sending proposal for multiple inviduals and companies, it generates one proposal but multiple engagement letter to each entity and person as required by ACCA. This saved lots of time for single proposal for same family members and group companies.

Ron B.
FigsFlow Customer (UK)

Ron B.

Ability to edit each proposal and enagement letter is the best feature. We have templates, but each client want something to change which can be done instantly in FigsFlow.

Madela Sanjose
FigsFlow Customer (UK)

Madela Sanjose

Figsflow blogs have become a trusted source of information for me as an accountant, especially when it comes to Making Tax Digital. Their full MTD guide breaks down digital record-keeping, quarterly reporting, and software compliance in a way that actually makes sense, making the whole preparation for transition doable for both me and my clients. I also like their broader topics, automation, onboarding tips, and HMRC updates which support the day-to-day work I do.

Lovela Scantte
FigsFlow Customer (UK)

Lovela Scantte

As an accountant I’ve tried many onboarding tools, but FigsFlow is the best. It generates compliant proposals in under a minute and creates customisable engagement letters, transforming our workflow. Pre-loaded templates (meeting the standards of ACCA, ICAEW, CIOT, etc.) support compliance and save hours.
FigsFlow is a profit booster. Highly recommended. Try the free 30-day trial: you won’t regret it.

Leonard Duncan
FigsFlow Customer (UK)

Leonard Duncan

Loving the experience so far..... The nice feature is that each Proposal or Engagement letter can be customised different from the template, making few client specific changes.
In the morning at my firm, I quickly list all my engagement letters in draft and send them one by one, after fine tuning them.

 Bdodge Malik
FigsFlow Customer (UK)

Bdodge Malik

Perfect for saving time and staying organized!
The software is super easy to use—customizing templates, sending documents, and getting client approvals all happen in no time. It’s professional, efficient, and takes the hassle out of managing client interactions. Perfect for saving time and staying organized!

Empower Your Team, Secure Your Data

Take control with flexible permission management now!

figsflow demo & trial

See it run on your own practice.

Screen-shared, using your services, your client mix and your deadlines. You will see where FigsFlow fits, and where it does not.

Design previews, not a shipped build — we will tell you on the call what is live today.

9:41
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Letter of representationDue 30/09Due
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Tasks3 open
Upload bank statementsVAT Q3 · due todayDue
Sign engagement letterOnboarding · due 05/09Sign
Approve VAT returnQ2 · due 07/09Review
Confirm payroll changesAugust · doneClosed
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9:41
Client portalRidgeline Foods Ltd
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Your services
Annual accountsYear end 31/03/2026Live
VAT returnsQuarterly · next 07/10Filed
PayrollMonthly · 14 employeesCurrent
Your team
Amara · ManagerUsually replies within a day
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DocumentsStored in your SharePoint
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Bank statement — AugUploaded by camera · 2 MBSynced
Sales ledger Q3Shared by AmaraNew
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This job
Re: VAT Q3Amara · 2 hours agoNew
Statement attachedYou · yesterday
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VAT Q3 filing07/10/2026 · 15 daysSoon
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Granular Permission Management | FigsFlow