Best Bookkeeping Proposals
Fast & Accurate Proposals for Bookkeepers
FigsFlow is the best proposal software for bookkeepers in the market. Choose from over 100 pre-built templates tailored for bookkeeping tasks, add your fees, personalise your message and send a branded, client-ready proposal with just a few clicks. It’s everything bookkeepers need.
- 30-day free trial
- Competitive Prices
- Cancel anytime
Excellent Reviews by Financial Professionals
G2 Reviews
5.0
Read our reviews on G2
Trustindex Reviews
5.0
Excellent based on 10 reviews
Proposal Software Features
Why FigsFlow is the Best Proposal Software for Bookkeepers?
Bookkeepers need speed, consistency and professionalism when sending proposals, not a mountain of admin. From polished templates to live client tracking, FigsFlow lets you win clients faster and detail services with zero friction. Whether you’re a solo bookkeeper or part of a firm, FigsFlow is the proposal tool you need to choose.
Client-specific Terms & Service Notes
Easily customise your proposal with notes, exclusions or personalised terms for each client while still working from a clean and standardised template.
One-click Proposal Duplication
Doing monthly work for dozens of similar clients? Duplicate and customise proposals in seconds — saving you hours of repetitive admin work.
Smart Proposal Tracking
See exactly when a client opens or interacts with your proposal, so you can follow up at the right time and close deals faster. Get exactly the right insights you need.
Collaborative Team Drafting
Share drafts internally, collect feedback from colleagues and superiors, and ensure consistency across all your proposals before they go ou to clients.
How FigsFlow Solves Proposal Problems for Bookkeepers
As a proposal software for bookkeepers, FigsFlow is purpose-built to help bookkeepers overcome the daily inefficiencies of manual proposal development. Get FigsFlow so you can focus more on your clients and less on admin.
Challenges You Face
Bookkeepers often struggle with creating professional proposals due to disorganised communication, inability to track proposals and other issues like:
- Drafting clear & professional proposals from scratch
- Lack of centralised communication system
- Tracking proposal progress
- Ensuring governing body-wise compliance
How FigsFlow Solves Them
FigsFlow provides real-time proposal tracking and tools to maintain regulatory compliance, streamlining the entire process for bookkeepers:
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Customisable pre-built templates
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Centralised platform for collaboration
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Real-time analytics
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Compliance with industry regulations
- Trusted by Practitioners Just Like You
Hear What Others Have to Say
Take a look at the real ways accountants, bookkeepers and tax advisers have achieved faster growth, streamlined workflows and elevated profits with FigsFlow.
Bibek P.
FigsFlow changed how we produce our engagement letters and proposals. It is easy to setup and use - has pre-built templates for ACCA. The good think we like about the software is that it is easier to edit and make changes in each proposal and engagement letter as per client needs.
Another feature that was really helpful was when sending proposal for multiple inviduals and companies, it generates one proposal but multiple engagement letter to each entity and person as required by ACCA. This saved lots of time for single proposal for same family members and group companies.
Ron B.
Ability to edit each proposal and enagement letter is the best feature. We have templates, but each client want something to change which can be done instantly in FigsFlow.
Madela Sanjose
Figsflow blogs have become a trusted source of information for me as an accountant, especially when it comes to Making Tax Digital. Their full MTD guide breaks down digital record-keeping, quarterly reporting, and software compliance in a way that actually makes sense, making the whole preparation for transition doable for both me and my clients. I also like their broader topics, automation, onboarding tips, and HMRC updates which support the day-to-day work I do.
Lovela Scantte
As an accountant I’ve tried many onboarding tools, but FigsFlow is the best. It generates compliant proposals in under a minute and creates customisable engagement letters, transforming our workflow. Pre-loaded templates (meeting the standards of ACCA, ICAEW, CIOT, etc.) support compliance and save hours.
FigsFlow is a profit booster. Highly recommended. Try the free 30-day trial: you won’t regret it.
Leonard Duncan
Loving the experience so far..... The nice feature is that each Proposal or Engagement letter can be customised different from the template, making few client specific changes.
In the morning at my firm, I quickly list all my engagement letters in draft and send them one by one, after fine tuning them.
Bdodge Malik
Perfect for saving time and staying organized!
The software is super easy to use—customizing templates, sending documents, and getting client approvals all happen in no time. It’s professional, efficient, and takes the hassle out of managing client interactions. Perfect for saving time and staying organized!
Frequently Asked Questions
Got questions? We’ve got answers.
Explore our FAQs to learn how FigsFlow simplifies your workflows and boosts efficiency.
What is the best proposal software for bookkeepers?
FigsFlow could be the best proposal software for bookkeepers because it offers features like customisable templates, automated workflows, real-time tracking and compliance support.
How does proposal software improve efficiency for bookkeepers?
Proposal software automates repetitive tasks, provides pre-built templates and enables tracking and collaboration, saving time and reducing errors in proposal management.
Can proposal software help with compliance for bookkeepers?
Yes, modern proposal software like FigsFlow includes tools to ensure proposals adhere to industry standards and regulatory requirements.
What features should I look for in proposal software for bookkeeping?
Key features include customisable templates, integration with bookkeeping software, real-time analytics, collaboration tools and compliance functionality.
Is there affordable proposal software specifically for bookkeepers?
Yes, many options cater specifically to bookkeepers, like FigsFlow, offering affordable pricing plans designed for small businesses and bookkeeping professionals.
Don’t Waste Another Minute
Sign up for FigsFlow right now or schedule a one-on-one demo!
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