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.
- 30-day free trial
- No credit card required
- Cancel anytime
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.
Step-by-step guidance to create your Figsflow account.
Connects with popular accounting software like QuickBooks, Xero, and bank accounts.
Import existing financial data, client lists, and transactions securely.
Tailor your dashboard, tax settings, and currency preferences to suit your business needs.
Tailor your dashboard, tax settings, and currency preferences to suit your business needs.
Create & Customise Documents
Access ready-made templates or create your own to simplify proposal, engagement letter and pricing guide generation.
An at-a-glance view of income, expenses, and financial summaries.
Automatically categorize expenses for easy tracking.
Create, send, and track invoices; receive payments through integrated payment gateways.
Generate comprehensive reports like profit & loss, balance sheets, and cash flow statements.
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.
Automatically send invoices on a schedule to clients with recurring payments.
Automate payroll calculations and tax deductions for your team.
Set up reports to generate and send automatically to key stakeholders.
Set up automated reminders for invoice payments, tax deadlines, or financial reviews.
Set up automated reminders for invoice payments, tax deadlines, or financial reviews.
Get Started with FigsFlow today
- 30 Days free trial
- No credit card required
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
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.
Absolutely! This template is flexible enough to accommodate various types of capital gains reporting needs.
FigsFlow simplifies the management of letters of engagement and proposals by offering templates designed for different services.
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.