Run the work · Jobs
Workflow software for accountants that knows what is due
Every job in FigsFlow has an owner, a reviewer, a target date and a named stage. Recurring work creates itself, deadlines surface before they bite, and the whole firm reads the same board.
- Recurring jobs on schedule
- Review built into the flow
- Deadline radar for the firm
Year-end accounts — Riverside Holdings · S. Gurung
In reviewMonthly bookkeeping — Patel & Co. · R. Basnet
In progressTax return — C. Okafor · awaiting records
Due soonPayroll run — Northgate Studio · M. Chen
ReadyManagement accounts — Harbour Group · A. Shrestha
Not startedSales tax return — Okafor & Co. · signed off
CompleteHappy on FigsFlow
The problem
Deadlines are fixed. Visibility usually is not.
When jobs live in a spreadsheet and a few inboxes, the first sign of trouble is a client asking where their work is. By then the date is close.
How it works
From signed letter to signed off
The same four steps run on every job, every period, without anyone setting them up again.
Create
Jobs are created from the agreed services when the letter is signed, with owners and target dates.
Work
Tasks and checklists guide the preparer. Time is recorded against the job as it goes.
Review
Submit for review in one click. The reviewer sees exactly what changed and signs off.
Repeat
On completion, the next period’s job is created automatically for recurring work.
What you get
Job management for accounting firms
The workflow concepts your team uses every day, built in rather than bolted on.
Kanban and list views
See work by stage, by person or by date. Switch views without losing filters.
Recurring jobs
Monthly, quarterly and annual work is created on schedule, with the right template.
Deadline radar
Every target date in one view, sorted by risk, so nothing surprises a partner.
Review and sign-off
A named review stage with the reviewer’s decision recorded on the job.
Blocked by client
Mark a job as waiting on records. The client sees what is needed in their portal.
Bulk actions
Reassign, reschedule or move dozens of jobs at once, with saved filters.
One job, every detail
Everything about a job on one screen
Owner, reviewer, target date, the client’s outstanding records, time recorded and the fee agreed. Nobody needs to ask where a job is up to.
When the client uploads what was missing, the job moves out of blocked and the preparer is told.
- Preparer
- S. GurungSubmitted 6 October
- Reviewer
- A. Shrestha2 notes open
- Time recorded
- 7:40Against 8:00 budgeted
- Fee
- $2,400From the signed letter
- Next step
- Clear review notes and sign offTarget 8 October 2026 · then release to client
Where it sits
The engine room of the lifecycle
Jobs are created by the signed letter, fed by the client portal and closed by billing. One record carries through.
- Before the job
- Where the work runs
- Fed and closed by the job
- 01CRM
- 02Proposals
- 03Engagement letters
- 04Onboarding
- 05Jobs
- 06Client portal
- 07Billing
Comes in
- From CRM
Riverside Holdings, client record
- From the signed letter
Year-end accounts, $2,400 fee
- From onboarding
Contacts and records list
Year-end accounts
Riverside Holdings
- Not started
- In progress
- In review
- Complete
Time recorded 7:40 of 8:00
Goes out
- To the client portal
Bank statements requested
- To billing
Invoice raised on sign-off
Live for every firm
Everywhere- Jobs, tasks, stages and review
- Recurring work and the deadline radar
- Your own target dates and templates
Depends on your country
By region- Statutory deadline sets for specific jurisdictions
- Country template packs for common services
Works with
Related modules
Jobs sit in the middle. These four modules set them up, staff them, feed them and bill them.
Sets up the job. Every job starts from the right template, with its tasks and stages already in place.
Explore workflow templatesStaffs the job. See who has room before new work is assigned, and who is already over.
Explore team and capacityBills the job. Time recorded on the job goes straight to the invoice, against the fee from the signed letter.
Explore time and billingFeeds the job. When the client uploads what was missing, the job moves out of blocked and the preparer is told.
Explore client portalFAQ
Questions firms ask us.
How does recurring work get created?
When a recurring job is completed, FigsFlow creates the next period’s job from the same template, with the owner and target date already set.
Can we change the stages a job goes through?
Yes. Stages, their names and their order are set by your firm. Most firms keep a review stage before anything is released to a client.
Can we bring our existing jobs across?
Yes. Import open jobs from a spreadsheet export and FigsFlow shows a preview before anything is committed.
Does FigsFlow know the deadlines in my country?
Your firm sets target dates. Where country deadline sets are available, they can be added on top. Check the availability page for your country.