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
Request records — portal request sent to the client
ClientReconcile bank — checklist of 6 items
PreparerPrepare draft accounts — working papers attached
PreparerManager review — must be signed off to continue
ReviewClient approval — sent through the portal
ClientRelease and invoice — fee from the signed letter
CloseBuilt by accountants, used by the firms behind 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.
Checklists in documents
- Several versions of the same checklist
- Steps skipped when the team is busy
- Review happens if someone asks for it
- No way to see where each job is in the method
Templates in FigsFlow
- One published version, used by every new job
- Steps and checklists tracked on the job
- Review points that cannot be skipped
- 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.
Template builder
Steps, sub-tasks and checklists arranged by drag and drop, no setup project needed.
Roles, not names
Assign steps to preparer, reviewer or partner, so templates work for any team.
Time budgets
Set expected time per step and compare it with what was actually recorded.
Client steps
Include the requests and approvals that need the client, sent through the portal.
Versioning
Publish changes as a new version. Jobs in progress keep the version they started on.
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.
- 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.
Live for every firm
- The template builder and versioning
- Review and client-approval points
- Time budgets per step
Depends on your country
- Ready-made country template sets
- Country-specific deadline steps
Works with
Related modules
FAQ