Case Study
Case Study
Recent articles
We Ran Three Referral Channels and Couldn't Tell You Which One Was Working
Where the trail went cold
Signed at 11pm, Filed Before Breakfast
22:47: A prospective director, several time zones from London, opens the package page on his phone through FigsFlow's client portal. No account to create first, no call to book before he can even see pricing.
How UK Property Accountants Runs a Property Tax Practice on FigsFlow
We are UK Property Accountants, the UK’s leading property accountants and tax specialists and we wrote this because a lot of firms our size and specialism ask us how we run our workflow. FigsFlow is the answer.
From the archive
- 01
The Service Line We Repriced from 68% to 91% Realisation Using FigsFlow's Reporting Module
Most of the results confirmed what we expected. Accounts and tax were at 94% realisation. VAT and bookkeeping were at 91%. Payroll was at 72%, which we accepted as a deliberate loss-leader for clients taking other services from us.
- 02
How UK Property Accountants Responded to an HMRC Enquiry in Half a Day Using FigsFlow's Audit Trail
Under our old stack, this is the enquiry that consumes a week of our time and involves hunting Outlook for the email chain, finding the version of the analysis actually filed rather than the earlier drafts, matching dates against completion statements, and hoping the client documents in the folder are the ones we relie
- 03
UK Property Accountants is Able to Serve Non-Resident Landlords from Any Time Zone Thanks to FigsFlow's Client Portal
For UK Property Accountants, which serves property clients across more than 60 countries, we needed a way to keep all our engagements moving without making every document, question and signature dependent on a live conversation. We needed a client-facing workflow where the client could see what was required, provide in
- 04
How UK Property Accountants Cut Proposal-to-Signature Flow from 11 Days to 4 with FigsFlow
FigsFlow changed that for us by moving the commercial decisions into a single workflow. With the software, we’re able to select services from a defined library, calculate fees intuitively based on a set of pre-entered parameters and generate proposals from the agreed scope. The result was a reduction in average proposa
- 05
Five Questions We Asked About Our Own Data
Where Do Client Documents Actually Sit?
- 06
The Reports We Actually Open, and What One of Them Found
The useful thing about reporting that reads off the same record the work was delivered against is not that it looks better. It is that it arrives while there is still something you can do about it.
- 07
How FigsFlow Changed Our VAT Service Delivery: One Quarter Seen from Both Sides
At Sterling & Wells, FigsFlow changed what happened between the moment we needed information from a client and the moment the completed return reached them for approval. To show what that change actually looks like in practice, we are following one VAT quarter from both sides: first as the client experienced it, and th
- 08
How FigsFlow Changed Our Workflow: One Sterling & Wells Engagement from Enquiry to Open Job
What follows is the workflow as it now runs in FigsFlow, from the first enquiry through scoping, pricing, proposal, engagement, AML/KYC and finally the creation of the jobs that take the client into delivery.