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Now Live: Practice Management Launched In FigsFlow On 7 October.Free until 28/02/2027
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Small firms · 2 to 10 people

Practice management software for small accounting firms

Everything a small firm needs, nothing it doesn't. FigsFlow is practice management software for small accounting firms of two to ten people, wherever your firm is based. Proposals, engagement letters, jobs, deadlines, time and invoices sit on one client record the whole team can see, so the work stops living in one person's head. You switch on what you need; there's no implementation project.

Book a demoSee how it works
  • Built inside working accounting firms
  • Documents stay in your own Microsoft 365
  • No implementation project

While you were out

  1. Proposal accepted · $6,000/yr
  2. Records reminder sent to Juniper Studio
  3. Invoice raised · $750

None of it by you.

Who this page is for

Just you? You and a part-time bookkeeper? Someone who helps out at year end? This page is for you.

Taking on your first hire?See small firms
A sole practitioner at a home-office desk with a laptop and papers, working in natural daylight
Sample figures on this page Illustrative only, not converted.

The problem

You're the partner, the admin team and the credit controller. Only one of those gets paid.

Wednesday. You finish a client's accounts at four, then spend the evening on the jobs nobody sees. A new lead wants a quote, so you copy last year's proposal and change the name. The engagement letter comes from another old file, and you hope the fee matches. Two clients still haven't sent their records; that's a third polite email each. An invoice from last month never went out because the job closed on a Friday. None of it is hard. All of it is yours, and none of it is billable.

An accountant working alone at a desk in the early evening, laptop open, notes beside it
Wednesday, after four

Who did this today? SAMPLE

Wednesday evening, after the billable work is done

4jobs on your list tonight

4 by hand · spread across the team · in no one place

Select a card to flip it

How it works

One client record, from first contact to paid invoice

Six handovers that used to be six jobs for you. Each step reads from the one before it, so nothing is copied, retyped or remembered.

  1. Contact details, the services they asked about and your notes land on one record. Everything after this reads from it.

    CRM and pipelineOptional · AML checks — UK only

  2. Pick services from your library and each price resolves from your rate card. Offer options if you like; the client chooses.

    ProposalsPricing and quoting

  3. Same record, same services, same fee, drawn from your own clause library. No old file to copy from.

    Engagement letters

  4. E-signature on the letter from any device. The signed copy is stored on the client record, with who signed and when.

    E-signature and approvals

  5. Jobs open against the deadlines you set for that client. Records requests go out through the portal and reminders are scheduled.

    Jobs and workflowClient portal

  6. The invoice comes from the fee already agreed, with a payment link so the client can pay online.

    Time and billing

Six handovers. One person. Nothing typed twice.

Book a demo

Your ledger and tax software do the returns. FigsFlow runs everything around them.

What a firm of one needs

Four jobs you stop doing by hand

Can I send a proposal without starting from a blank page?

Pick services from your own library and the price resolves from your own rates, so a new quote takes minutes, not an evening. The client compares options and accepts online, and the accepted fee is fixed on the record.

You decide the services, the rates and whether the client sees a price per line or one total.

Proposals

Does the engagement letter really write itself?

It assembles from the accepted proposal: same services, same fee, same client details, pulled from your own clause library. Nothing is copied from last year's file, so nothing stale slips through. You send it for e-signature from the same screen.

You control the wording, the version in use and which clauses apply.

Engagement letters

Can clients send me their records without my chasing?

Requests go out through the client portal with the list of what you need. If nothing arrives, reminders follow on the schedule you set, and the job shows what's still missing. Clients upload from their phone or laptop.

You choose what to ask for, when reminders go and when to step in yourself.

Forms and requests

Will I remember to invoice when the work is done?

You don't need to. Closing a job raises the invoice from the fee already agreed, and the client can pay online. Your ledger stays your ledger; FigsFlow can sync invoices to it.

You set the billing terms and decide which jobs bill on completion.

Time and billing

Getting started

Set up for how you already work

Four things, in the order that pays back fastest. Tick them off as you go; there is no implementation project to wait for.

No implementation project

  1. Your local settings

    Currency, tax year and the deadline dates you work to.

    Effort: short
  2. Pays back first

    Your engagement letter

    Upload or adapt your own terms into the clause library. This is the step that pays back first.

    Effort: medium

  3. Your services and prices

    The list you already quote from, with your rates.

    Effort: medium

  4. Your clients and their dates

    Import your client list and set each client's key dates.

    Effort: short to medium, depending on list size

Everything here is a decision you've already made. FigsFlow just stops you making it again every time.

Book a demo

Availability and integrations

Works wherever you are, on top of what you already run

Works everywhere

  • Client records
  • Proposals and pricing
  • Engagement letters
  • E-signature on firm documents
  • Jobs and reminders
  • Client portal
  • Invoicing

You set up for your country

  • Currency
  • Tax year
  • Your deadlines
  • Your letter terms

Country-only

  • AML and client due diligence are available in the UK. UK only

See what's live in each country

FigsFlow

A layer on top of the tools you already use. Email, files and sign-in stay where they are; FigsFlow keeps the client record and the work around it.

Staying put: your spreadsheets and working papers, your ledger software and your tax software. FigsFlow has no tax-preparation integrations.
  • Microsoft 365Outlook, Teams, SharePoint, OneDrive and Entra ID sign-in
  • GmailEmail only
  • XeroInvoice sync to your ledger
  • QuickBooks OnlineInvoice sync to your ledger
  • StripeOnline payment links on invoices

All integrations

Proof and plan

Built where the work is done, priced for a firm of one

  • 2working firms
  • 2countries
  • 6handovers shaped in real work
An accountant going through paperwork with a client across a desk
Built inside working accounting firms

FigsFlow runs real client work every day

UK Property Accountants (United Kingdom) and Sterling Wells (Nepal) run their own client work on FigsFlow. Every handover on this page was shaped by people doing the work, not demonstrating it.

  • UK Property AccountantsUnited KingdomLive
  • Sterling WellsNepalLive

The six handovers they run every week

  1. Lead
  2. Proposal
  3. Letter
  4. Signature
  5. Jobs
  6. Invoice
See how they connect

Plan

For a firm of one

  • One subscription
  • No implementation fee
  • Add a user when you hire

[Plan name] — $[x]

per user per month, billed annually

See pricing Book a demo

Live in every country as at [publish date]. Country-only features are listed on the availability page.

Questions

What sole practitioners ask before they switch

Do I need practice management software if I work on my own?

If admin is taking hours you could bill, yes. For a firm of one the point isn't managing a team; it's doing fewer jobs by hand. Proposals, engagement letters, reminders and invoices all come from one client record, so each becomes a step you approve rather than an evening you lose.

Is this going to be too much system for one person?

You switch on the parts you use. Team features stay out of the way until you hire, and nothing you set up now has to be redone when you do.

How long does setup take?

Most of the setup is three things you already have: your engagement letter, your list of services and prices, and your client list. You set the pace, and there is no implementation project.

Does FigsFlow work in my country?

The core of FigsFlow runs anywhere: client records, proposals and pricing, engagement letters, e-signature on firm documents, jobs, reminders, the client portal and invoicing. You set your own currency, tax year, deadline dates and letter terms. AML and client due diligence are available in the UK only. The availability page lists what is live in each country.

Which currencies can I quote and invoice in?

Proposals and invoices show US dollars by default, and you can set your firm's own currency. Tell us the currency you work in when you book a demo and we will confirm it on screen.

What happens when I take on my first employee?

Add a user. The same client records, templates and history carry on, and team features switch on as you need them. The small firms page shows what changes as you grow.

Related: availability by country · small firms · AML — UK only

Your evenings are the business case.