How It Works

Get Started with FigsFlow in Three Simple Steps

Setting up your account, customising your workspace and creating your proposals, engagement letters or pricing guides is as simple as 1, 2, 3.

Excellent Reviews by Accountants, Bookkeepers & Tax Advisers

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Seamless Proposal Generation

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, engagement letter and pricing guide 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

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

Choose Your Plan

Choose the most suitable plan from among a range of pricing options.

Add Team Members

Assign roles and permissions to your team members so everyone can work together.

Onboard Clients Effortlessly

Easy onboarding of clients in a few simple steps without hassle and headache.

FigsFlow Signup
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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

Choose from a range of pre-loaded comprehensive templates.

Create Custom Proposal Templates

Create your own proposal templates by simply entering client and service details.

Create Custom Engagement Letter Templates

Insert your logo, customise typeface and change colours to meet your brand guidelines.

Brand Your Firm

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

Manage Documents & Clients

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

Invite & Manage Clients

Send invitation to clients to join the platform and manage multiple clients through intuitive workspace.

Send & Track Proposals & Engagement Letters

Don’t just send documents, also track which stage they are at – created, pending or approved.

Instant Approvals

With FigsFlow’s e-signature feature, your clients will be able to sign documents directly and approve instantly.

Efficient Follow-Ups

Set up automated reminders for payments and deadlines so that you can follow up easily.

Discount Management Features 1
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Ready to Transform Your Practice?

Experience the simplicity and power of FigsFlow.
Streamline your workflows, impress your clients and save time today.

Frequently Asked Questions

Got questions? We’ve got answers.
Explore our FAQs to learn how FigsFlow simplifies your workflows and boosts efficiency.

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.

Still have questions?

If you can’t find answers to your questions in our FAQ section, you can always contact us. We will get back to you shortly.

Get Started With FigsFlow

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

Seamless Proposal Generation