Empowering Tax Advisers to Deliver Insightful Tax Strategies
Streamline tax planning, stay compliant, and enhance client outcomes with our specialized software for tax advisers.
Overcome the Challenges of Modern Bookkeeping
Imagine the possibilities. With Edtech, you can use interactive tools to contextualize learning for your learners and measure their progress.
Imagine the possibilities. With Edtech, you can use interactive tools to contextualize learning for your learners and measure their progress.
Manual Compliance Tracking
Staying updated with constantly changing tax laws and regulations is challenging and time-consuming, leading to potential compliance risks.
Time-Intensive Tax Preparation
Manual tax preparation tasks are prone to errors and take up valuable time that could be spent on strategic planning.
Limited Data Insights for Strategic Tax Planning
Without advanced analytics, it’s difficult to provide clients with proactive tax planning advice and insights.
Difficulty Managing Multiple Client Portfolios
Handling a growing client base and tracking each client’s unique tax needs can become overwhelming.
Bookkeeping made simpler
Unlock New Value for Your Clients and Organisation
With our accounting management software, you can provide unparalleled services and insights to your clients and organization, setting you apart from the competition. Here’s what you’ll be able to offer after adopting our system.
Real-Time Financial Insights
Clients waited for periodic updates and reports, leading to delays in decision-making. Offer clients real-time financial data and performance dashboards, empowering them to make informed decisions at any moment.
Enhanced Accuracy and Reduced Errors
Manual data entry and fragmented systems led to frequent errors and time-consuming corrections. Automated processes significantly reduce errors, ensuring greater accuracy and compliance, giving clients peace of mind.
Proactive Cash Flow Management
Monitoring cash flow was reactive, often done after issues arose. With real-time cash flow tracking and forecasting, help clients plan ahead and make strategic financial decisions to prevent cash shortages.
Effortless Document Management and Sharing
Managing and sharing documents with clients was time-consuming and sometimes insecure. Use secure, centralized document sharing, reducing back-and-forth emails and giving clients instant access to needed files.
Faster Report Generation and Turnaround
Compiling financial reports was a manual, time-intensive process that limited the number of clients you could serve. Generate detailed reports with a few clicks, allowing you to serve more clients with faster, professional-grade reporting.
Compliance Confidence
Staying updated with tax laws and ensuring compliance was challenging and time-consuming. Automated compliance checks and updates reduce risk, giving clients confidence that their books are always up-to-date with the latest regulations.
Features Designed Especially for Accountants
Automated Transaction Imports
Automatically pull transactions from clients’ bank accounts and categorize them instantly. This eliminates the need for manual entry, reduces errors, and saves valuable time that bookkeepers can dedicate to advisory work.
One-Click Reconciliation
Streamline the account reconciliation process with automated matching suggestions, allowing you to resolve discrepancies quickly and accurately. This feature ensures that your clients’ books are always balanced and error-free.
Client Collaboration Tools
Easily share documents and updates with clients through a secure, centralized portal, improving communication and document management. With everything in one place, you can reduce back-and-forth emails and ensure seamless client interactions.
Cash Flow Tracking and Forecasting
Monitor cash flow in real-time and generate forecasts to help clients plan their finances effectively. This empowers bookkeepers to offer proactive financial guidance, addressing cash flow issues before they arise.
Recurring Task Automation
Automate recurring tasks like invoicing, monthly reporting, and reminders to increase efficiency and reduce manual workload. With automated workflows, you can focus more on client service and strategic insights.
Our ready-made templates for Bookkeepers
At FigsFlow, we offer accountants tailored templates to streamline the creation of professional proposals, pricing strategies, and engagement letters. These ready-made templates save time while ensuring accuracy and professionalism in client communications.
- Tax Advisers
Getting Started is Simple
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1
Sign Up
They’re available for Android, iOS, and JavaScript. And they all work, so cross-platform is easily set up.
2
Integrate
A single line of code sets up a secure connection to our service using the same underlying protocol as AI.
3
Automate
Use your UI elements with our SDKs and build the features you need to create the complete experience.