Run the work · Audit trail
An audit trail for accounting firms that records itself
Every action across the client lifecycle carries who did it, what changed, when, and why. FigsFlow captures it as the work happens rather than asking anyone to reconstruct it afterwards.
- Append-only
- Who, what, when and why
- Exportable for a reviewer
R. Basnet sent proposal — year-end accounts, $3,850
ProposalA. Shrestha changed fee — $3,850 → $4,120 · reason recorded
ChangeA. Shrestha approved — partner authority
ApprovalClient signed engagement letter — certificate issued
E-sign3 jobs created from the agreed services
JobsA. Shrestha reviewed and signed off
ReviewHappy on FigsFlow
The problem
Evidence scattered is evidence missing
When a reviewer, an insurer or a client asks what happened and when, most firms piece the answer together from emails, file notes and memory.
How it works
Recorded once, readable forever
Act
Your team works normally. Sending, signing, approving and changing are all events.
Record
Each event stores who did it, what changed, when, and the reason where one is required.
Correct
Nothing is edited or deleted. A correction is a new event that points to the original.
Read
Filter one client’s trail by person, module and date, or export it for a reviewer.
What you get
An activity log for client work
It is not a feature you switch on. It is how the work is recorded.
Append-only
No administrator can edit or delete an entry. The history stays as it happened.
Four fields, every time
Who, what, when, and why where a reason was required, on every event.
Reasons when it matters
Overrides and fee changes ask for a reason at the moment they are made.
One continuous record
From first enquiry to last invoice, one trail per client across every module.
Filters that answer questions
By person, by module, by date, so a specific question has a specific answer.
Export for a reviewer
A readable package of one client’s record, decisions and evidence references.
One event, opened
Everything a reviewer would ask about it
Open any event to see the person, their authority, the change made, the time it was made and, where a reason was required, the reason in their own words.
The audit trail evidences what your firm did. Whether it was the right thing remains your firm’s professional judgement.
- Who
- A. ShresthaPartner · fee authority
- What
- $3,850 → $4,120Correction of the original quote
- When
- 6 October 2026, 09:15Recorded at the moment of change
- Linked to
- Proposal and letterBoth versions retained
- Why
- Reason required for a change to an agreed fee“Additional group company brought into scope after the quote was sent.”
Where it sits
Underneath every stage
The audit trail is not a stage of the lifecycle. It runs beneath all of them.
- Every stage writes to the trail
- Append-only, never edited
- 01CRM
- 02Proposals
- 03Letters
- 04Onboarding
- 05Jobs
- 06Portal
- 07Billing
Comes in
- From proposals
Sent by R. Basnet, $3,850
- From the letter
Signed, certificate issued
- From jobs
Reviewed and signed off
Okafor & Co.
Client trail · 1,284 events
- Act
- Record
- Correct
- Read
Who, what and when 1,284 of 1,284
Goes out
- To a reviewer
One export of the client record
- To reporting
Patterns across the whole firm
Live for every firm
Everywhere- Append-only events across every module
- Reasons captured where required
- Filters and reviewer export
Depends on your country
By region- How long records must be kept
- AML and client due diligence records are available in the UK
Works with
Related modules
Records the signature. Signatures and approvals on the record.
Explore e-signature and approvalsKeeps every version. Every version of every letter, kept.
Explore engagement lettersRecords the review. Review and sign-off, recorded.
Explore jobs and workflowReads the pattern. Patterns across the whole firm.
Explore reporting and analyticsFAQ
Questions firms ask us.
Can anyone edit or delete an entry?
No. The trail is append-only and there is no administrator override. A correction is a new event that references the original, so both remain visible.
Do we have to turn it on?
No. It is not a feature you enable; it is how the work is recorded. There is no version of FigsFlow without it.
How long is it kept?
For the retention period your firm's obligations require in the countries you work in, with a hold where one applies. Your firm sets the period.
Does an audit trail make us compliant?
No. It evidences what you did. Whether what you did was right is a matter for your procedures and your professional judgement. FigsFlow evidences and assists; it does not advise.