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

Coming soon · in production

Ready-Made Document Templates. Simply Download & Use!

Engagement letters, proposals, AML risk assessments — download and adapt. The Documents Centre is being built now and will be live shortly.

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Documents Centre

Ready-made · download

AllLettersProposalsAML

DOCXEngagement letterAdapt · sign

DOCXProposalAdapt · send

XLSXAML risk assessmentAdapt · file

What is landing here

Ready-made documents, ready to download and adapt.

The paperwork behind every new engagement — in editable formats you can make your own.

Engagement letters

Editable letters of engagement to adapt and issue.

In production

Proposals

Proposal documents to tailor with your services and fees.

In production

AML risk assessments

Risk assessment documents to complete and keep on file.

In production

Live now

Engagement letters in the platform

Issue and sign engagement letters inside FigsFlow today.

See engagement letters

Want it the day it lands?

Tell us what you need, and we will point you to it when it is live.

Or see how FigsFlow runs proposals, engagement letters and AML in one place today.

Also on the wayCompliance Checklists Soon Templates Library Soon Calculators Soon Resources hub Live

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.

Thirty minutesBook a demo iOS and AndroidAsk about the roadmap

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

app.figsflow.com/dashboard

Practice overview Tuesday 22 September 2026 · 4 partners, 11 staff

Tax year 2026/27

Proposals out189 opened this week

Awaiting signature62 chased twice

AML reviews due41 overdue

Recurring fees£48,900+£3,200 this month

Live pipeline

Ridgeline Foods LtdAccounts, VAT, payroll · Amara£4,800/yrSignature

Harlow & CoProposal sent 18/09 · Dev£2,150/yrOpened

Bramble Care HomesAML refresh due 30/09 · Priya£9,600/yrReview due

Quill Recruitment LtdPricing draft · Tom£3,400/yrDraft

Marsden Property SPVLetter signed 16/09 · Amara£1,850/yrEngaged

Ashcroft Builders LtdCIS and year end · Dev£5,250/yrEngaged

Fees won by month

AprMayJunJulAugSep

September is part-month. Figures come from accepted proposals, net of write-offs.

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

HomeDocsTasksChatProfile

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

HomeDocsTasksChatProfile

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

HomeDocsTasksChatProfile

9:41

DocumentsStored in your SharePoint

Recent

Bank statement — AugUploaded by camera · 2 MBSynced

Sales ledger Q3Shared by AmaraNew

Accounts 2025Signed 14/06/2025Final

Add a document

Scan with the cameraEdges cropped automatically

HomeDocsTasksChatProfile

9:41

MessagesAmara · Manager

This job

Re: VAT Q3Amara · 2 hours agoNew

Statement attachedYou · yesterday

Next deadline

VAT Q3 filing07/10/2026 · 15 daysSoon

HomeDocsTasksChatProfile

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