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

Optimise Your Workflow with FigsFlow's Practice Management Software

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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.

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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

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