Skip to main content
Practice management joins FigsFlow on 7 OctoberFree until 28/02/2027
FigsFlow
Book a Demo

The FigsFlow platform

One platform from first enquiry to final invoice

FigsFlow runs the whole working life of an accounting firm as connected stages: CRM, proposals, engagement letters, onboarding, jobs, the client portal and billing. One client record carries through all of it, for firms wherever they are based.

  • One client record
  • Nothing rekeyed between stages
  • Built by accountants
Book a demoExplore the modules
Letter signed3 jobs created
Nothing rekeyedSame record, every stage

Built by accountants, used by the firms behind FigsFlow

  • Taxule
  • Ledgian
  • Sterling Wells
  • UK Property Accountants
  • Property SPV

Why one platform

Competitors sell a stage. FigsFlow connects them.

A CRM here, a proposal tool there, a workflow manager and a spreadsheet in between. Every gap between them is a place where a detail is retyped or lost.

Four tools and a spreadsheet

  • The same client typed into every system
  • Signed letters filed by hand, work set up by hand
  • No single view of where a client is up to
  • Invoices rebuilt from emails and timesheets

One connected lifecycle

  • The enquiry becomes the proposal, then the letter
  • A signed letter creates the jobs it agreed
  • Every stage reads the same client record
  • The invoice comes from the agreed fee and time

Win the work

From first enquiry to signed client

CRMCRM and pipelineEvery enquiry as a record the whole firm can see.Explore →ProposalsProposalsPriced proposals clients accept online.Explore →PricingPricing and quotingConsistent fees from your own price list.Explore →LettersEngagement lettersA governed clause library you control.Explore →OnboardingOnboarding suiteOne guided flow from acceptance to first jobs.Explore →E-signatureE-signature and approvalsSigned on any device, with a certificate.Explore →

Run the work

Deliver it on time, every time

JobsJobs, tasks and deadlinesRecurring work, review and a deadline radar.Explore →TemplatesWorkflow templatesChecklists your firm builds once.Explore →CapacityTeam and capacityWho has room for the work coming in.Explore →BillingTime and billingTime to invoice without rebuilding it.Explore →DashboardFirm dashboardThe numbers partners ask for, live.Explore →EvidenceAudit trailWho did what, when, recorded as it happens.Explore →

Work with clients

A portal that speaks their language

PortalClient portalOne short list of things to do.Explore →RequestsForms and requestsAsk once, get it right first time.Explore →MeetingsMeetings and schedulingClients book time that suits both sides.Explore →MobileClient mobile appUpload, sign and reply from a phone.Explore →FeedbackClient feedbackHear from clients before renewal.Explore →

Connected to your stack · Intelligence

Joined up and easy to read

IntegrationEmailClient email filed to the client record.Explore →IntegrationDocuments in your SharePointFiles organised in your own SharePoint.Explore →DevelopersAPI and webhooksYour systems on the same record.Explore →DirectoryAll integrationsEvery tool FigsFlow connects to.Explore →IntelligenceAI assistantDrafts and summaries you stay in charge of.Explore →IntelligenceReporting and analyticsFees, work and clients in one view.Explore →

The lifecycle

Eight steps, one record

  1. Enquiry captured

    The record is created from a form, an email or a call.

  2. Proposal drafted

    Services and fees come from your library and the record.

  3. Letter signed

    Digital signature, and the agreed jobs create themselves.

  4. Client onboarded

    Details, documents and authorisations in one flow.

  5. Work delivered

    Tasks, time, review and sign-off on every job.

  6. Client plays their part

    Approvals, uploads and messages in plain language.

  7. Fee collected

    Invoices from the agreed fee and recorded time.

  8. Renewal or close

    Proposals roll forward, and history stays intact.

Wherever your firm is based

One platform, local where it matters

The core of FigsFlow works the same in every country. Where a capability depends on local rules or providers, we say so and show where it is live.

Live for every firm

  • CRM, proposals, engagement letters and e-signature
  • Onboarding, jobs, templates, capacity and billing
  • Client portal, forms, scheduling and reporting

Depends on your country

  • Country template sets and statutory deadline sets
  • Identity and registry providers
  • AML and client due diligence are available in the UK

See what is live in your country → · AML (UK only)

FAQ

Questions firms ask us

Do we have to use every module?

No. Every module reads the same client record, but you can start with the stages you need and switch others on later.

Does FigsFlow work outside the UK and US?

Yes. FigsFlow is built for accounting firms in any country. A few capabilities depend on local rules or providers, and the availability page shows where those are live.

How do we move from our current tools?

Clients, contacts and open work import from spreadsheet exports, with a preview before anything is committed. We help with the move as part of onboarding.

How is FigsFlow priced?

FigsFlow's own prices are shown in USD on the pricing page. Our team can talk you through the plan that fits your firm.