Connected to your stack
Email management for accounting firms
Every client email filed to the client record it belongs to, straight from the Outlook inbox your team already uses. Shared visibility without shared passwords, and nothing lost when someone is on leave.
- Works inside Outlook
- Filed to the right client
- Shared by permission
Built by accountants, used by the firms behind FigsFlow
Why firms connect their email
Client email that lives on the client
Most client conversations still happen by email. FigsFlow keeps them where the work is, so anyone picking up a client can read the whole story.
Connect in minutes
Sign in with your Microsoft account, choose the mailboxes to connect and set simple filing rules. Nothing to install for clients.
A shared inbox for accountants
The team sees each client’s correspondence on the record, within their permissions, without anyone sharing a password.
Filed where it belongs
Emails from known contacts file to their client automatically. Anything unmatched waits for one click from you.
FigsFlow and Outlook together
Less forwarding, more finished work
No more forwarding
File client email from Outlook in one click
Read an email in Outlook and file it to the right client without leaving your inbox. It appears on the client record for everyone who needs it.
- Work where your email already lives
- One place for every client conversation
- Handovers without forwarding chains
Attachments become documents
Attachments saved to the client’s documents
Statements, receipts and signed forms that arrive by email are saved to the client’s documents, and to SharePoint when it is connected.
- No downloading and re-uploading
- The right folder, named consistently
- Linked back to the email it came with
Email to action
Turn an email into work
Create a task from an email, or link it to the job it belongs to, so a client’s request never sits in one person’s inbox.
- Tasks carry the email with them
- Jobs show the conversation behind them
- Nothing depends on one inbox
Consistent replies
Templates that sound like your firm
Send from FigsFlow with your firm’s own templates. Replies thread back to the client record automatically.
- Firm templates for common requests
- Replies filed without anyone filing them
- A full history for every client
Getting started
Live in three steps
Connect
Sign in with the Microsoft 365 account that holds your firm’s mailboxes.
Choose
Pick which mailboxes to connect and how unmatched emails should be handled.
File
Client email starts filing to client records. Your team carries on in Outlook.
FAQ