Connected to your stack
Documents in your SharePoint
Document management software for accountants that keeps client files in your firm’s own SharePoint. FigsFlow names each file, puts it in the right client folder and shows it on the client record, ready to open without downloading.
- Stored in your SharePoint
- Filed by client and year
- Opens inline on the record
Built by accountants, used by the firms behind FigsFlow
Why firms connect SharePoint
One document store, organised for you
Your files stay where your firm already keeps them. FigsFlow does the naming, the filing and the finding.
Your site, your files
Connect the SharePoint site your firm uses and choose the root folder. FigsFlow uses it as the home for client documents.
Folders that follow the client
Client and year folders are created as clients are added, with file names that follow your firm’s standard.
Access you control
Who sees what follows FigsFlow roles and your SharePoint permissions. Clients see only what you share to their portal.
FigsFlow and SharePoint together
From file to filed, every time
Client uploads
Portal uploads land in SharePoint
When a client uploads through the portal, the file goes straight to the right SharePoint folder and appears on the client record.
- No downloading and re-saving
- Consistent names and folders
- Upload time and uploader recorded
Find it fast
Preview inline, without downloading
Open any document from the client record with page thumbnails and zoom, and see who uploaded it and when.
- Inline preview for common file types
- Upload history on every file
- Search by client, year and type
Email attachments
Attachments from email, filed too
With email connected, attachments from client emails are saved to the same SharePoint folders, linked to the email they arrived with.
- One home for every client file
- Linked back to the original email
- Nothing stuck in an inbox
Signed documents
Signed letters stored with their certificate
Signed proposals, engagement letters and consents are stored in SharePoint with their completion certificate, ready whenever someone asks.
- The signed copy, not a draft
- Certificate kept beside it
- Easy to share with a reviewer
Getting started
Live in three steps
Connect
Sign in with Microsoft 365 and choose the SharePoint site for client documents.
Structure
Set the folder pattern and file naming your firm wants to keep.
File
Uploads, attachments and signed documents start filing themselves.
FAQ