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

On Demand Demo

See FigsFlow in Action

Watch our demo to see how FigsFlow enhances efficiency and transforms your workflow in accounting, bookkeeping and tax advisory.

  • 30-day free trial
  • Competitive Prices
  • Cancel anytime
Proposal Writing Software - LOE Automation & Client Onboarding
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Excellent Reviews by Financial Professionals

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    G2 Reviews

    5.0

    ★ ★ ★ ★ ★

    Read our reviews on G2

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    Trustpilot

    5.0

    ★ ★ ★ ★ ★

    Read our reviews on Trustpilot

  • Trustindex Icon

    Trustindex Reviews

    4.7

    ★ ★ ★ ★ ★

    Excellent based on 70+ reviews

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Built By Accountants

Designed with firsthand accounting expertise to meet your unique needs.

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Built For Accountants, Bookkeepers & Tax Advisers

Tailored for accountants, bookkeepers and tax advisers, ensuring all tools and features align with the unique demands of financial practices.

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Engineered To Solve Everyday Challenges

FigsFlow simplifies complex workflows, automates repetitive tasks, and minimises errors to help you focus on delivering exceptional service.

From managing proposals to pricing and communication, our platform addresses daily inefficiencies, ensuring your practice operates smoothly and efficiently.

Getting Started is Simple

1feedback-icon

Sign Up

Create your account quickly and start using FigsFlow in minutes.

2engagement letter management for accountant, tax advisors, bookeepers

Setup Your Firm

Set up your firm details and workspace for efficient management.

3audit-trail-icon

Create & Customise

Generate proposals easily and adjust them to meet client needs.

4customisable template

Send Proposals

Send proposals quickly and professionally for higher client satisfaction.

Features of FigsFlow

FigsFlow offers a comprehensive proposal management platform designed for businesses of all sizes. Say goodbye to manual processes and embrace a streamlined approach that lets technology do the heavy lifting.

Feature

Proposal Management

Streamline proposal creation with professional templates, real-time editing, and centralized tracking for faster approvals and better client engagement.

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proposal lifecycle
engagement letter vs proposal

Feature

Engagement Management

Simplify client engagement processes with customizable templates, automated letters, and intuitive tools for seamless relationship management.

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Feature

Pricing Solutions

Effortlessly manage dynamic pricing with flexible options, automated calculations, and custom overrides to match client needs.

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pricing option for accountancy firms
Figsflow's role in remote proposal management

Feature

User & Role Management

Ensure security and efficiency by assigning roles, managing permissions, and customizing access levels for your team.

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Feature

Automation Tools

Boost productivity with automated notifications, template selection, and integrated workflows to reduce manual effort.

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proposal management system software for accountant, bookkeepers & tax advisers
proposal management software for accountant, bookkeepers & tax advisers

Feature

Reporting & Analytics

Gain actionable insights with exportable reports, real-time dashboards, and analytics to drive smarter decisions.

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Get Started With FigsFlow

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

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
SignatureEngagement letter
Ready to sign
Engagement letter 20263 signatories · you are firstSign
Audit trailIP, device and timestamp recordedOn
Also waiting
Letter of representationDue 30/09Due
HomeDocsTasksChatProfile
9:41
Tasks3 open
Upload bank statementsVAT Q3 · due todayDue
Sign engagement letterOnboarding · due 05/09Sign
Approve VAT returnQ2 · due 07/09Review
Confirm payroll changesAugust · doneClosed
HomeDocsTasksChatProfile
9:41
Client portalRidgeline Foods Ltd
Upload Sign Pay Ask
Your services
Annual accountsYear end 31/03/2026Live
VAT returnsQuarterly · next 07/10Filed
PayrollMonthly · 14 employeesCurrent
Your team
Amara · ManagerUsually replies within a day
HomeDocsTasksChatProfile
9:41
DocumentsStored in your SharePoint
Recent
Bank statement — AugUploaded by camera · 2 MBSynced
Sales ledger Q3Shared by AmaraNew
Accounts 2025Signed 14/06/2025Final
Add a document
Scan with the cameraEdges cropped automatically
HomeDocsTasksChatProfile
9:41
MessagesAmara · Manager
This job
Re: VAT Q3Amara · 2 hours agoNew
Statement attachedYou · yesterday
Next deadline
VAT Q3 filing07/10/2026 · 15 daysSoon
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