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Practice management joins FigsFlow on 7 OctoberFree until 28/02/2027
FigsFlow

Tailored Service Packages

Personalise Your Services with Client-Specific Packages

FigsFlow’s Tailored Service Packages feature empowers accountants, bookkeepers and tax advisers to bundle services into customised packages. Deliver personalised solutions for your clients while streamlining your offerings to maximise efficiency and revenue.

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Excellent Reviews by Financial Professionals

g2 icon logo 100x100 1G2 Reviews · 5.0 · Read our reviews on G2 ★ ★ ★ ★ ★Trustpilot IconTrustpilot · 5.0 · Read our reviews on Trustpilot ★ ★ ★ ★ ★Trustindex IconTrustindex Reviews · 4.7 · Excellent based on 70+ reviews ★ ★ ★ ★ ★

  • 30-day free trial
  • Competitive Prices
  • Cancel anytime

Deliver Personalised Solutions Effortlessly

Custom Bundling Options

Custom Bundling Options

Combine services into cohesive packages that address specific client needs, ensuring maximum value and satisfaction.

Streamlined Offering

Streamlined Offering

Simplify service management by organising your service offerings into predefined, client-centric packages.

Optimised Revenue

Optimised Revenue

Boost revenue potential by aligning your packages with top-performing services and client preferences.

Dynamic Adjustments

Flexible Adjustments

Adapt service packages as you require to accommodate client requirements, business priorities or market trends.

Advanced Features

Revolutionise Your Service Offerings

FigsFlow simplifies how accountants, bookkeepers and tax advisers design, manage and deliver service packages, ensuring streamlined operations and enhanced client satisfaction. Create packages that align perfectly with your goals.

Customisable Bundles

Customisable Bundles

Group complementary services into packages that match client needs.

Dynamic Pricing Integration

Dynamic Pricing Integration

Calculate package costs with built-in dynamic pricing tools.

Client-Focused Solutions

Client-Focused Solutions

Create personalised packages that showcase value.

Centralised Management

Centralised Management

Organise and manage all packages from a single, user-friendly dashboard.

Quick Adaptation

Quick Adaptation

Modify existing packages or create new ones without hassle.

Performance Insights

Performance Insights

Get data on which service packages are most successful.

The Secret to Efficient & Personalised Service Delivery

Simplify your service offerings with FigsFlow’s Tailored Service Packages feature. By bundling services into customised packages, you deliver more value to clients while optimising your operations.

No.Without FigsFlowWith FigsFlow
01Effortless bundling of services into packagesEffortless bundling of services into packages
02Consistent and professional service deliveryConsistent and professional service delivery
03Full flexibility to create client-specific packagesFull flexibility to create client-specific packages
04Optimised revenue through strategic service groupingOptimised revenue through strategic service grouping
FigsFlow Rating

Simplify Your Service Offerings!

Bundle your services into tailored packages and boost client satisfaction.

  • 30-day free trial
  • Competitive Prices
  • Cancel anytime

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 Customer (UK)

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.
FigsFlow Customer (UK)

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 Customer (UK)

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
FigsFlow Customer (UK)

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
FigsFlow Customer (UK)

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
FigsFlow Customer (UK)

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!

Deliver Value with Personalised Packages!

Create flexible and transparent pricing strategies today.

figsflow demo & trial

See it run on your own practice.

Screen-shared, using your services, your client mix and your deadlines. You will see where FigsFlow fits, and where it does not.

Design previews, not a shipped build — we will tell you on the call what is live today.

9:41
SignatureEngagement letter
Ready to sign
Engagement letter 20263 signatories · you are firstSign
Audit trailIP, device and timestamp recordedOn
Also waiting
Letter of representationDue 30/09Due
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9:41
Tasks3 open
Upload bank statementsVAT Q3 · due todayDue
Sign engagement letterOnboarding · due 05/09Sign
Approve VAT returnQ2 · due 07/09Review
Confirm payroll changesAugust · doneClosed
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9:41
Client portalRidgeline Foods Ltd
Upload Sign Pay Ask
Your services
Annual accountsYear end 31/03/2026Live
VAT returnsQuarterly · next 07/10Filed
PayrollMonthly · 14 employeesCurrent
Your team
Amara · ManagerUsually replies within a day
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9:41
DocumentsStored in your SharePoint
Recent
Bank statement — AugUploaded by camera · 2 MBSynced
Sales ledger Q3Shared by AmaraNew
Accounts 2025Signed 14/06/2025Final
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9:41
MessagesAmara · Manager
This job
Re: VAT Q3Amara · 2 hours agoNew
Statement attachedYou · yesterday
Next deadline
VAT Q3 filing07/10/2026 · 15 daysSoon
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