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Win the Work
CRM and pipelineEnquiries, deals, referral sources
Onboarding suiteScoped, priced, engaged, checked
Proposals
Pricing and quoting
Engagement letters
WORK WITH CLIENTS
Client portal
Forms and information requests
E-signature and approvals
Meetings and scheduling
Client mobile app
Compliance
AML and client due diligenceCDD, EDD, ongoing monitoring
Risk assessment and scoringDeterministic, not inferred
Companies HouseRegister data, deadlines, ID status
HMRC deadlinesThe whole tax calendar
MTD for Income TaxThe quarterly cycle, managed
Audit trail and evidenceImmutable, exportable
CONNECTED TO YOUR STACK
Microsoft 365
Email
Documents in your SharePoint
Xero and QuickBooks
API and webhooks
Work with Clients
Jobs, tasks and deadlines
Workflow templates
Team and capacity
Timesheets and billing
Practice dashboard
INTELLIGENCE
AI assistant
Reporting and analytics
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BY PRACTICE SIZE
Sole practitionersOne person, every role
Small practices2 to 10 people
Growing practices10 to 50 people
Larger firms50+, multi-office, own IT
BY THE WORK YOU RUN
Bookkeeping and cloud accountingMonthly, transactional, high volume
Outsourced finance and management accountsMonthly reporting and advisory
Tax advisory and consultancyProject work, not a deadline treadmill
BY WHAT YOU'RE REPLACING
Spreadsheets and OutlookNo system yet
Three or four separate toolsConsolidating the stack
A proposal toolAdding the practice side
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Why Figsflow
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Built by accountants, for accountants, bookkeepers, and tax advisers. FigsFlow helps you skip the admin chaos and focus on what matters most — your clients, your team, and growing your practice.

info@figsflow.com
+44 20 4591 1950
809 Salisbury House, 29 Finsbury Circus, London, EC2M 7AQ

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