Engagement letters from your approved clause library.
FigsFlow is engagement letter software for UK accountancy firms. Select the services you are providing and the letter assembles itself from wording your partners have already signed off, the fee comes straight from your pricing, every version is retained, and the client's signature starts the work.
Partner or principal, start with the live tour below. MLRO, risk or compliance, the clause library and the version history are what you want.
The tour runs in your browser. No form until you want one.
- Services 3 selected · 9 clauses
- Wording Your library · your sign-off
- Fee Pulled from your pricing
- Versions Every change · retained
- Signature E-sign · dated · stored
no one retypes a clause
Each service brings its own scope wording. Add a service and the letter is re-scoped from the same approved set.
Pick the services. Watch the letter build.
Nothing to install, nothing to fill in. The screen above is the real thing.
The tour runs on the live product. FigsFlow is engagement letter software for accountants, bookkeepers and tax advisers, and selecting a client and their services assembles a real letter clause by clause, with the fee attached and every version retained.
Every new client starts with the same search
A new client signs. Someone opens the folder, finds last year's closest letter, and starts cutting. Do that across January, with every partner doing it their own way, and the letter stops being a document your firm controls.
Still doing it this way?
Five steps, every letter, every partner.
- 01Find last year's closest letter
- 02Save a copy, rename it
- 03Cut the clauses that do not apply
- 04Retype the fee and hope it is the one you quoted
- 05Reformat, then send
Then the scope changes in July, and nobody goes back to it.
Three steps between you and a signed letter
The searching, the cutting and the reformatting are already done.
- 01Select the services you are providing
- 02The fee calculates
- 03Send it to your client
The clauses, the schedules and the fee are already attached. Nothing to find, nothing to cut, and nothing to remember once it is sent.
What happens the moment the client signs?
Nothing on your side. Signing is an event in FigsFlow, not a status someone has to remember to change.
The work is created.
Jobs come off your service templates for the services on the letter, without anyone opening a second screen.
The chasing stops.
Reminders on that letter end on the signature rather than on someone noticing it came back.
The fee is fixed.
The figure the client accepted is frozen against the engagement, so it is still the figure three months later.
Nothing is marked by hand.
No "signed" checkbox, no status to update, no folder to file the copy into.
The signature is the last thing anyone in your firm has to wait for.
Whose wording goes in the letter?
Yours. FigsFlow ships pre-drafted engagement letters and every clause is editable. Adopt the set as drafted, rewrite what you disagree with, or replace a clause with wording your firm already uses. Approval is what makes the set yours, not who drafted it first.
Does a limited company get the same letter as a sole trader?
No. Clauses vary by entity type and by the services on the engagement, so the letter changes without anyone rewriting it. The limited company set swaps in where it applies and the rest of the letter is untouched.
Swapped clauses are marked. Everything else in the letter is untouched.
Where does the fee in the letter come from?
From your pricing and the services selected on the engagement. Nobody retypes last year's number and nobody checks whether it was right. Override the figure on any letter where the engagement calls for something different.
Illustrative figures, shown excluding VAT. They are not FigsFlow pricing.
What happens when the scope changes mid-year?
The engagement is re-scoped and a new version of the letter is issued from the same approved clause set. The superseded version stays on the client record, so the letter that governed the work in May is still readable in six years.
What this looks like at your size
One approved set, no review step, letters out the same day the client says yes.
Running a solo practice → 2 to 10Everyone works from the same clauses, so the letter does not depend on who typed it.
Software for a small firm → 10 to 50Standardise the wording before you add people, and keep review gates on the clauses that matter.
Standardising as you grow → 50+ and multi-officeNominated approvers, delegated permissions across offices, and documents in your own tenant.
Running inside your IT policy →Which plan includes engagement letters
Engagement letters work with the rest of the front office
Proposals
Send the proposal and the letter together, or the letter on its own.
Proposal software for accountants →AML and client due diligence
Checks sit against the same client record the letter is issued from.
AML for accountancy firms →Audit trail
Who changed what, and when, across every version of the letter.
See the audit trail →HMRC deadlines
The scope on the signed letter becomes the work your team is tracked against.
Deadlines and workflow →What accountants ask before they switch
An engagement letter is the written agreement between your firm and your client. It sets out the services you will perform, the fee, what each side is responsible for, and the terms that govern the work. Most UK professional bodies expect one to be in place before work begins.
No. FigsFlow ships pre-drafted engagement letters, and every clause is editable. You can adopt the set as drafted, rewrite any clause, or replace it with wording your firm or your professional body already provides.
Yes. Edits made to one client's letter apply to that letter only. Your approved clause set stays as it is, so the next letter starts from your wording rather than the last edit.
Yes. Signature covers engagement letters, proposals, consents and firm documents, with as many signatories as the engagement needs. It is not an HMRC agent authorisation, so it does not replace form 64-8 or the online agent authorisation.
No. FigsFlow calculates the fee from the pricing your firm has set up and the services selected on the engagement. You can override the figure on any letter.
The engagement is re-scoped and a new version of the letter is issued from the same approved clause set. The superseded version stays on the client record.
Bring an engagement you are scoping this week
We will build the letter on screen: your services, your entity type, the fee from your pricing, and the clauses you would want to change.
Once the letter is signed, the scope it carries becomes the jobs your team works to. Jobs, tasks and deadlines