Every client, every deadline, every fee on one record
Practice management software for UK accountants. Proposals, engagement letters, jobs, deadlines, time and billing on one client record — so nothing is chased twice, and nothing is remembered by one person only.
Sits alongside
- Microsoft 365
- Xero
- QuickBooks
- Google Workspace
- Zapier
One practice. One live view. The rail and the tabs both work — try them.
✓Records in✓Prepare3Review14 here4Approve5File
- Rowan & Ash LtdID, PSC, registerClear
- Delta Care HomesEnhanced DDReview due
- H. MistrySole traderClear
Summarise where Rowan & Ash are and what is outstanding
| Client | Year end | VAT | Services | Risk |
|---|---|---|---|---|
| Rowan & Ash Ltd | 31 Mar | Stagger 1 | Accounts, VAT, payroll | Low |
| Delta Care Homes Ltd | 30 Sep | Stagger 2 | Accounts, CT600, advisory | Enhanced |
| Bramble Cafe Ltd | 31 Dec | Stagger 3 | MTD VAT, bookkeeping | Low |
| Greenfield Property Ltd | 5 Apr | Stagger 1 | Accounts, SPV admin | Held at EDD |
| H. Mistry | 5 Apr | Not registered | Self assessment | Low |
| Trellis Advisory Ltd | 30 Jun | Stagger 2 | Accounts, retainer | Low |
| Estate of R. Okonkwo | 5 Apr | Not registered | Trust and estate returns | Standard |
| Client | Services | Stage | Fee |
|---|---|---|---|
| Rowan & Ash Ltd | Accounts, VAT, payroll | Accepted | £7,200 |
| Halloran Holdings Ltd | Accounts, VAT, bookkeeping | Sent | £4,900 |
| Greenfield Property Ltd | Accounts, CT600, SPV admin | Held at EDD | £6,200 |
| Bramble Cafe Ltd | MTD VAT, payroll | Drafting | £1,750 |
| Estate of R. Okonkwo | Trust and estate returns | Drafting | £2,100 |
| Client | Instrument | Signed | Status |
|---|---|---|---|
| Rowan & Ash Ltd | Engagement letter v1 | 14 August 2026 | Locked |
| Trellis Advisory Ltd | Engagement letter v1 | 2 July 2026 | Locked |
| Trellis Advisory Ltd | Variation · payroll added | — | Awaiting signature |
| Bramble Cafe Ltd | Engagement letter draft | — | Pending CDD |
| Delta Care Homes Ltd | Engagement letter v2 | 19 May 2026 | Locked |
The letter is the signed instrument. Once locked, changes to scope become signed variations rather than quiet edits — and the price snapshot behind billing moves with them.
| Client | Scope | Risk rating | Next review | Status |
|---|---|---|---|---|
| Rowan & Ash Ltd | ID, PSC, register | Low | Aug 2027 | Cleared |
| Delta Care Homes Ltd | Enhanced DD | High | Nov 2026 | Review due |
| Greenfield Property Ltd | Source of wealth, ownership layer | High | — | With MLRO |
| Bramble Cafe Ltd | ID, register | Low | Sep 2027 | Cleared |
| H. Mistry | ID, sole trader | Low | Jan 2028 | Cleared |
| Estate of R. Okonkwo | Trustee verification | Standard | Apr 2027 | In progress |
Scope and risk rating are determined from coded rules, not inferred. Obligations under the Money Laundering Regulations 2017 remain with your firm and your MLRO — FigsFlow evidences the decision, it does not make it.
- Statutory accounts · limited company6 steps · maker-checker
- MTD quarterly update5 steps · 28 jobs a year
- VAT return · standard scheme5 steps · 38 clients
- Payroll · monthly RTI4 steps · 12 clients
- Onboarding and CDD7 steps · MLRO escalation
- Self assessment · SA1005 steps · 19 clients
A job cannot close while anything beneath it is still open. The control sits in the workflow rather than in a reminder somebody has to send.
| Client | Raised | Basis | Status | Amount |
|---|---|---|---|---|
| Rowan & Ash Ltd | 1 Sep | Frozen price snapshot | Paid | £4,250 |
| Trellis Advisory Ltd | 1 Sep | Retainer · monthly | Paid | £700 |
| Delta Care Homes Ltd | 3 Sep | Snapshot + variation | Sent | £5,400 |
| Bramble Cafe Ltd | 5 Sep | Frozen price snapshot | Sent | £1,750 |
| Ludworth & Co | 28 Jul | Frozen price snapshot | Overdue | £2,300 |
| Service line | Fees | Realisation | Action |
|---|---|---|---|
| Statutory accounts | £86.4k | 88% | Stable |
| Advisory | £51.0k | 94% | Grow |
| VAT and MTD | £41.2k | 79% | Watch |
| Bookkeeping | £33.8k | 61% | Reprice |
| Payroll | £18.4k | 84% | Stable |
Write-up and write-down are captured at billing, against the job — so the fixed fee that is underwater surfaces in March, while there is still time to reprice it.
Assist drafts and summarises from records already on the client file. A person approves. Risk ratings and AML scope are determined from coded rules, not inferred by a model.
Built for practice teams
12
Connected modules running on a single client record
6
Lifecycle stages automated, enquiry through to invoice
0
Client files stored outside your own Microsoft 365 tenant
Firm names and marks above are placeholders. Replace with real client logos only where written consent is held.
The platform
Everything the practice runs on. Connected.
Twelve modules, one record. Win the work, run the work, evidence the compliance cycle, and read the numbers partners actually ask for — without reconciling four subscriptions at the end of every quarter.
Client management
One record per client carrying group structure, directors and PSCs, year end, VAT stagger, agent authorisations and every service you have signed for.
Group structure and authorisations on the same record
Task management
Jobs built from your own workflow templates, with steps, assignees, reviewers and maker-checker review enforced.
Two awaiting partner review
Workflow automation
Signature triggers the chain: jobs created, deadlines loaded, invoice raised. Nobody re-types anything.
Signature to invoice in one pass
Deadline tracking
Year ends, VAT staggers, MTD quarters and confirmation statements computed per client, as first-class objects on the record rather than dates somebody remembered.
Computed from each client's own dates, not a shared spreadsheet
Document management
Filed to the client record in your own SharePoint, under your retention policy. Versioned, not emailed.
Email integration
Outlook threads attach to the client record without anyone leaving the mailbox they already live in.
CRM and pipeline
Enquiries captured with their source, scoped, priced and tracked to won or lost, on the record they will become.
Billing
Invoices raised from the frozen price snapshot on the engagement letter, so the scope you agreed is the scope you bill.
Reporting
Realisation, budget and WIP per client and per job, so the fixed fee that is underwater shows up in March, not next January.
Time tracking
Timesheets that post against the job, not a vague code, so write-up and write-down are recorded where the work happened.
Cloud storage
FigsFlow holds the workflow and the audit trail. Your tenant holds the files, so if you leave one day they are still exactly where they always were.
Team collaboration
Capacity, reassignment and review queues in one view, so partner sign-off is a step in the job rather than a chase over email.
In the product
One record. Five people reading it five different ways.
A partner wants the number. A manager wants to know who is holding the job. A junior wants the next task. Scroll through the same working practice as each of them sees it. Every figure below is invented for illustration.
One job is holding £6.1k of unbilled time, flagged here before it becomes a write-off.
Halden & Rowe
VAT quarter
P. Nair
MTD quarter two
Kestrel
Annual accounts
Linden
Payroll
H. Mistry
SA100
Delta Care
Annual accounts
Move a card and the owner, the budget and the chase schedule move with it. The reviewer is named before the work starts, not after.
The accepted price is frozen on the engagement. Anything agreed outside it is flagged before the work is done.
£18.3kA junior does not decide what matters most today. The workflow does, from deadlines and recorded budget.
Two service lines here are being subsidised by the other two. Repricing that is a decision, not a discovery.
86.4%Five views, one client record underneath — the same data read by five different people, not five systems pretending to agree. Every figure shown is invented for illustration and does not describe a real practice.
The chain
Signature to invoice, without a single hand-off.
Six stages, one record. Choose any stage to see what FigsFlow does at that moment — and what your team no longer has to do.
What happens
Enquiry captured with its source, scoped and priced
Referral, search or existing client — recorded once, so months later you can see which channel actually pays. The pricing engine computes the fee from your own rates, turnover bands and complexity factors rather than a partner's memory.
Priced, not guessed
Scoped from your own rulesTurnover bands, entity type and complexity factors feed the fee, so two managers quoting the same job land on the same number.Nobody has to
Retype it into a proposalThe proposal is generated from the scoped services already on the record.What happens
Nothing goes out until client due diligence clears
CDD scope and risk scoring are determined from coded rules, with escalation routed to your MLRO. On acceptance the price is frozen and the engagement letter is assembled clause by clause from the accepted services.
On acceptance
The letter becomes the instrumentLocked at signature. Later changes become signed variations rather than quiet edits.Nobody has to
Create a second recordThe prospect becomes the client in place. No duplicate, nothing re-keyed.What happens
Signed services become jobs, built from your templates
Steps, tasks, assignees and reviewers are already in place the moment the engagement starts. Maker-checker review is enforced by the workflow, so a job cannot close while anything beneath it is still open.
Review is structural
Not a reminder somebody sendsThe control lives in the job, so sign-off is a step rather than a chase over email.Nobody has to
Build the job list by handTemplates carry your firm's method, so a new engagement starts the way the last one did.What happens
Deadlines load themselves, computed per client
Year ends, VAT staggers, MTD quarters and register dates exist as first-class objects on the record rather than tasks somebody remembered to create. Information requests go out on a schedule and every reminder is evidenced.
Chasing runs itself
Requests, reminders, evidenceScheduled from the obligation date, with the trail recorded against the client.Nobody has to
Remember the client calendarRecurring obligations exist whether or not anyone thought about them this month.What happens
Invoice raised from the frozen price snapshot
Billing draws on the price agreed at acceptance, so scope creep has to become a signed variation rather than a write-off discovered at the year end. Write-up and write-down are captured at billing, against the job.
Recorded honestly
Per job, not per firmRealisation means something because it is captured where the work actually happened.Filing stays yours
Submitted in your tax softwareFigsFlow tracks, chases and evidences the cycle. It does not file to HMRC or Companies House.What happens
Margin, per client and per job, read the way partners read it
Realisation, budget and work in progress come from the same records the work ran on. The fixed fee that is underwater surfaces in March, while there is still time to reprice it, rather than next January.
Early, not retrospective
Find it mid-yearUnderwater engagements show up while a conversation about price is still possible.Nobody has to
Reconcile three systemsPipeline, delivery and billing already agree, because they were never separate.FigsFlow intelligence
Ask the practice a question. Get the answer, not a dashboard.
The assistant reads what is already on the record — deals, jobs, deadlines, requests and timesheets — and answers the questions a partner asks first thing on a Monday. It drafts, triages and summarises. People still approve.
FigsFlow assistant
Reading 31 client records · 9 open jobs · 24 obligations
Which clients need attention today?
YouThe assistant drafts and summarises; a person approves. Risk ratings and AML scope are determined from coded rules, not inferred by a model, and the decision stays with your MLRO. Answers above are illustrative, generated from fictional data.
What changes
Run the practice. Not the admin around it.
The figures below describe how the product is built, not averages measured across firms. On the demo we model them against your own client count, service mix and charge-out rates.
Faster workflow
3ssignature to invoice raised
The client signs. Four things happen without anyone touching a keyboard.
Won is an event, not a checkbox somebody remembers to tick. The engagement letter locks, the prospect becomes the client on the same record, statutory deadlines load, and the invoice is raised from the frozen price snapshot.
Less admin
0duplicate records created
Nothing is re-typed
The prospect becomes the client in place. No second record, no re-keying, no reconciliation later.
One client, one history, start to finish
Better collaboration
1record every role works from
One shared view
Capacity, reassignment and review queues sit beside the work, so partner sign-off is a step in the job.
Each sees what their role allows
Scope billed
100%of agreed scope billed
Scope creep has to be signed
Billing draws on the price snapshot taken at acceptance, so extra work becomes a variation rather than a write-off.
Frozen at the engagement letter
Systems replaced
12connected modules
One system, not five
Replaces the email, spreadsheet, Word letter and calendar stack that was doing this job badly.
All reading the same client record
From the practice floor
Written by accountants who file against these dates.
FigsFlow is built by UK Property Accountants and Sterling Wells — practising firms whose own teams run the platform on live client work. Client names are published as consent is confirmed.
Find the practice that looks like yours.
Same platform, different starting point. Pick the way in that matches your practice, the work you do, or the thing that is currently costing you time.
Not sure which one you are?
See the whole platform on one page
Not sure which one you are? See the whole platform on one page
Integrations
Sits on the stack you already run.
FigsFlow is the workflow layer, not a replacement for your ledger, tax or filing software. Everything below connects to the tools your practice signed up to years ago.
Practice layerSign-in runs on Entra ID, documents stay in your own SharePoint, and ledger data flows in from Xero or QuickBooks. FigsFlow does not file to HMRC or Companies House and is not HMRC-recognised compatible software. It tracks, schedules, chases and evidences the compliance cycle around the software that does.
Trust and security
Your tenant. Your files. Your controls.
If your IT governs identity and retention centrally, FigsFlow inherits it rather than asking for an exception.
Select a control to see where it applies ↑↓
Questions · 10
Questions about FigsFlow
Book it
Bring your messiest client. We will run them through it.
Thirty minutes with someone who has filed against these dates. Bring the one with the trust, the SPV, the missing records and the fee that crept — and see what the record looks like when enquiries, engagements, compliance, jobs and billing stop living in different places.