Run the work · Templates

Accounting workflow templates your firm builds once

Turn the way your best people do a job into a template: the steps, the checklist, the review point and the time it should take. Every new job starts from it, so the work is done the same way every time.

Drag-and-drop template builder
Review points built in
Used by every recurring job

Book a demo See how it works

Accountant working through a checklist on her laptop at a bright office desk

Template publishedApplies to new jobs

Template · Year-end accountsediting9 steps · 8:00 budget

Step 1

Request records — portal request sent to the client

Client

Step 2

Reconcile bank — checklist of 6 items

Preparer

Step 3

Prepare draft accounts — working papers attached

Preparer

Step 4

Manager review — must be signed off to continue

Review

Step 5

Client approval — sent through the portal

Client

Step 6

Release and invoice — fee from the signed letter

Close

Review requiredCannot be skipped

Happy on FigsFlow

The problem

The method lives in one person’s head

When a job’s steps are remembered rather than written down, quality depends on who picks it up, and training a new joiner takes months.

Two accountants working across laptops and calculators in a busy office

Method driftlast 12 weeks

Checklists in documents

Templates in FigsFlow

Version

Several versions of the same checklist

One published version, used by every new job

Steps

Steps skipped when the team is busy

Steps and checklists tracked on the job

Review

Review happens if someone asks for it

Review points that cannot be skipped

Progress

No way to see where each job is in the method

Progress by named step across the firm

How it works

Build it once, use it every time

Build
Drag steps into order, add checklists, owners by role and a time budget.
Gate
Add review and client-approval points that a job must pass before it moves on.
Link
Attach the template to a service, so jobs for that service start from it.
Improve
Publish a new version when the method changes. New jobs pick it up.

What you get

Checklist templates for accounting firms

Lead with your own method. FigsFlow gives you the builder and keeps every job on it.

01

Template builder

Steps, sub-tasks and checklists arranged by drag and drop, no setup project needed.

02

Roles, not names

Assign steps to preparer, reviewer or partner, so templates work for any team.

03

Time budgets

Set expected time per step and compare it with what was actually recorded.

04

Client steps

Include the requests and approvals that need the client, sent through the portal.

05

Versioning

Publish changes as a new version. Jobs in progress keep the version they started on.

06

Template library

Duplicate a template to start a new service rather than building from scratch.

Consistency by design

Every job follows the method you chose

A template is attached to a service. When the engagement letter for that service is signed, the job is created from the template with owners, budget and review points in place.

Managers see which step each job is on, and where time is running over budget.

See jobs and workflow →

Three colleagues reviewing a set of documents together

Year-end accountsPublishedVersion 4

Linked service: Year-end accountsAll entity types
Time budget: 8:00Across 9 steps
Review points: 2Manager, then partner
Client steps: 2Records, approval
In use: 46 open jobsOn versions 3 and 4 · new jobs use version 4

Where it sits

The method behind every job

Templates connect the services agreed in the letter to the work your team delivers.

Before the template
Where the method is set
Run from the template

01Proposals
02Engagement letters
03Templates
04Jobs
05Time
06Billing

Inside the templateOne method, and everything it connectsVersion 4

Comes in

From proposals
Year-end accounts, agreed service
From the signed letter
Service linked to this template
From your method
9 steps, 2 review points

Year-end accounts

Template · all entity types

Published

Build
Gate
Link
Improve

PRPreparerBy role

RVReviewerManager, then partner

Time budget 8:00 across 9 steps

Goes out

To jobs
46 open jobs on versions 3 and 4
To time and billing
Budget per step against time recorded

Live for every firm

Everywhere

The template builder and versioning
Review and client-approval points
Time budgets per step

Depends on your country

By region

Ready-made country template sets
Country-specific deadline steps

See what is live in your country

Works with

Related modules

See the whole platform

Runs the work. The jobs your templates create.

Explore jobs and workflow

Team	Mon	Tue	Wed	Thu	Fri
SGS. Gurung	7.5	8.0	9.5	9.0	7.5
ASA. Shrestha	6.0	5.5	7.0	6.0	4.5
RBR. Basnet	3.0	4.5	2.0	5.0	3.0

Plans the work. Budgets that feed capacity planning.

Explore team and capacity

Bills the work. Time against budget, straight to the invoice.

Explore time and billing

Involves the client. The client steps inside each template.

Explore forms and requests

FAQ

Questions firms ask us.

Do we have to build templates from scratch?

Yes. The builder is designed for your own method. Where a ready-made country template set exists, it is listed on the availability page and can be used as a starting point.

What happens to open jobs when we change a template?

Jobs already in progress keep the version they started on. New jobs use the latest published version.

Can we make review mandatory?

Yes. Mark a step as a review point and the job cannot move past it until the reviewer signs off.

Can templates include steps for the client?

Yes. Add steps that send a request or an approval to the client through the portal, and the job waits for their response.