How It Works

Get Started with FigsFlow in Three Simple Steps

Setting up your account, customising your workspace and creating your first proposal, pricing guide or engagement letter is as simple as 1, 2, 3.

Effortless Accounting Practice Management System

Your all in one practice management system that caters to each and every one of your accounting needs.

Swift Proposals & Engagement Letters

Generate proposals and letters of engagement quickly and easily with comprehensive pre-built templates.

Seamless Team Collaboration

Work alongside your team members and integrate with HubSpot.

Designed for You

Built specifically for accountants, bookkeepers and tax advisers FigsFlow includes everything you need to create, track and manage your work.

How Figsflow Works for You

Streamline your accounting, bookkeeping and tax advisory practice with FigsFlow. See how easy it is to set up, customise and automate your workflow for best proposal, pricing guide and engagement letter designs.

Sign Up & Set Up Your Account

Get started by creating your account and customising your workspace to fit your firm’s specific needs.

Customise Your Workspace

Step-by-step guidance to create your Figsflow account.

Choose Your Plan

Connects with popular accounting software like QuickBooks, Xero, and bank accounts.

Add Team Members

Import existing financial data, client lists, and transactions securely.

Onboard Clients Effortlessly

Tailor your dashboard, tax settings, and currency preferences to suit your business needs.

Deliver Client Services

Tailor your dashboard, tax settings, and currency preferences to suit your business needs.

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Create & Customise Documents

Access ready-made templates or create your own to simplify proposal, engagement letter and pricing guide generation.

Use Pre-Built Templates

An at-a-glance view of income, expenses, and financial summaries.

Tailored Pricing Options

Automatically categorize expenses for easy tracking.

Create Custom Proposal Templates

Create, send, and track invoices; receive payments through integrated payment gateways.

Create Custom Engagement Letter Templates

Generate comprehensive reports like profit & loss, balance sheets, and cash flow statements.

Brand Your Firm

Generate comprehensive reports like profit & loss, balance sheets, and cash flow statements.

Send Proposals & Manage Clients

Communicate directly with clients, track the progress of proposals, pricing guides and engagement letters, and automate follow-ups with FigsFlow’s platforms.

Invite Clients

Automatically send invoices on a schedule to clients with recurring payments.

Manage Multiple Clients

Automate payroll calculations and tax deductions for your team.

Send & Track Proposals, Pricing Guides, Engagement Letters

Set up reports to generate and send automatically to key stakeholders.

Instant Approvals

Set up automated reminders for invoice payments, tax deadlines, or financial reviews.

Efficient Follow-Ups

Set up automated reminders for invoice payments, tax deadlines, or financial reviews.

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Get Started with FigsFlow today

Security and Compliance: Your Data, Safeguarded

Benefits of pricing features

Data Protection You Can Trust

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End-to-End Encryption

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Compliance with Industry Standards

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Role-Based Access Control

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Audit Trail and Monitoring

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Regular Security Audits

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Frequently Asked Questions

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.

Get Started With FigsFlow

Create personalised Proposals, Pricing, and Engagement Letters for client acquisition and retention.

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