Client onboarding software for accountants from first enquiry to signed letter, with the work already started.
FigsFlow's onboarding suite is client onboarding software for accounting firms worldwide. Pricing, proposals, engagement letters and e-signature run as one flow on one record: the fee you price is the fee the client accepts, the letter carries it, and the signature opens the first jobs. Nothing is retyped between steps.
Watch one client move from enquiry to first job
Atlas Freight Co. asks for bookkeeping and payroll. Follow it through price, proposal, letter and signature to the first jobs on the board — as the partner, or as the person doing the onboarding.
Partner · every client in onboarding, plus what is waiting for your approvalOnboarder · your clients and the next step on each
Sample data. Your services, clauses and job templates replace ours.
Nobody chose to type the client's name five times. The tools chose it for them.
Tuesday. A new client accepts on a call.
The manager writes the fee into a proposal template, saves it as a PDF and emails it. The client signs a different file in a signing tool. Someone copies the scope into a letter, and a week later someone else sets up the jobs from memory — without the payroll the client added at the last minute.
Nobody missed a step on purpose. Five tools each held a piece, and the gaps between them were filled by hand.
One onboarding record, six stages, nothing retyped
An enquiry becomes a price, a proposal, a letter, a signature and the first jobs — the same record throughout. Each stage below is run by a module you can open on its own page.
- 01 Enquiry
- 02 Price
- 03 Proposal
- 04 Engagement letter
- 05 E-signature
- 06 First jobs
Side branch between proposal and letter:AML and client due diligence UK only
One record, carried forward
The contact and the deal are created together at the enquiry, and every stage after that writes back to the same record. The fee you price is the fee the client accepts. The accepted fee is the fee the letter carries. The signature opens the jobs. Nothing is retyped, because there is no second system to retype it into.
Your ledger and tax software do the returns. FigsFlow runs everything around them.
Book a demoOnboarding record · Atlas Freight Co.
- EnquiryCaptured · owner set
- PriceThree tiers · rate card
- ProposalAccepted · $9,000
- Engagement letterApproved by partner
- E-signatureSigned · fee frozen
- First jobs2 jobs created
One flow, four modules, the firm's own rules at each step
The price comes from your own rate card.
Fixed, variable or value-based per service, with tiers the client chooses between. A minimum fee and approval limits catch a discount before it is sent, and every line carries its reason. The priced quote becomes the proposal without being rebuilt.
You set the rates, the floors and who approves.
See the module: Pricing and quotingThe client opens one proposal and accepts it.
The client compares packages online and accepts. The accepted selection freezes, dated and attributed, so the fee that reaches the letter and the invoice is the fee they agreed. One proposal can cover a client group, with each entity handled separately.
You choose the services, the packages and what the client may change.
See the module: ProposalsThe letter assembles itself, then waits for the right person.
On acceptance the engagement letter assembles from your clause library, varied by entity type and service, carrying the accepted fee. Drafting and review are gated by role, so a letter can be held until a named reviewer approves it. Every version stays on the audit trail.
You own the clauses and decide who must approve before a letter goes out.
See the module: Engagement lettersThe signature starts the work.
The client signs on any device with no account to create; proposal and letter can go as one pack, signed once. On signature the fee freezes, reminders stop, the deal moves to won and the first jobs open from your templates with your dates. The signed pack files to the client record and your SharePoint.
You choose the job templates and the dates.
See the module: E-signature and approvalsYour services. Your prices. Your terms. Your first jobs.
Each module also works on its own — start with proposals and add the rest when you're ready.
Works wherever your firm is
The onboarding flow is the same in every country. You set up the parts that are yours, and a few features stay with the country they were built for.
- The six-stage onboarding record
- Pricing rules and tiers
- Online proposals
- Clause-library letters
- Role-gated review
- E-signature on engagement documents
- First jobs from templates
- Partner and onboarder views
- Currency
- Rate card
- Clause wording
- The entity types you serve
- Job templates and your own deadlines
- Who approves
- AML and client due diligence, including identity checks and a risk score, with the letter held until checks clear UK only
- Company registry match UK only
- Country clause and template sets — see availability
Short list, honestly labelled
The suite connects to the things a firm touches while taking a client on — the mailbox, the documents and the website form. The rest of this fold is what is not connected, because finding that out in month two is worse than reading it now.
Mail and calendar from inside the client record, documents held in SharePoint in your own tenant, and sign-in with the identity your firm already administers.
- OUTLOOK
- CALENDAR
- SHAREPOINT — YOUR TENANT
- ENTRA ID SIGN-IN
Firms on Google Workspace can send and log email from the record.
- EMAIL ONLY
A submission creates the contact and the deal together, stamps the source and starts the flow.
- CONTACT + DEAL IN ONE STEP
- SOURCE STAMPED
Ledger and payment connections where your firm uses them.
- XERO
- QUICKBOOKS ONLINE
- STRIPE
There is no connection to tax-preparation software. Your returns stay in the tools you use for them.
Onboarding does not read or write your clients' bookkeeping data.
FigsFlow does not file anything with any authority on your behalf.
Built by firms that onboard clients every week
Built inside working accounting firms
UK Property Accountants (United Kingdom) and Sterling Wells (Nepal) onboard their own clients on FigsFlow.
What the onboarding suite costs
The onboarding suite is included in FigsFlow's plans, priced in USD per user per month and billed annually.
See pricingLive in every country as at 5 October 2026. Country-only features are listed on /availability/.
FAQ
Questions about client onboarding software
What does the onboarding suite cover?
Pricing, proposals, engagement letters and e-signature as one flow, from the first enquiry to the first jobs.
Does it work in my country?
The whole flow works everywhere. You configure the currency, clauses and templates. AML and client due diligence are UK only. See what's live in each country.
Which currencies can I price and propose in?
USD by default, plus the currencies listed on the availability page.
Can I use my own terms, prices and letter wording?
Yes. Services, rates, clauses and job templates are all your firm's own.
Can I use just one part — say, only proposals?
Yes. Each module works on its own and joins the flow when you switch it on.
What happens once the client signs?
The fee freezes, reminders stop, the deal is won, the first jobs open from your templates and the signed pack is filed.