Tax return workflow software for UK accountants
FigsFlow is tax return workflow software for UK accounting firms. Every year-end job carries its own deadline, owner, records request and fee on one client record, so the January book is visible in October and the last fortnight stops being a rescue operation.
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- Wren & SonsFiled
- Thornton JoineryWith partner
- Calder FitnessRecords due
- Halloway LtdRecords due
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The platform
The whole product, not just the year-end part
Year-end is one obligation running through a practice that also quotes, onboards, checks, schedules, bills and chases. You get all of it. Each module has its own page. Or take the tour and watch one client move through the lot.
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A hundred small filings, all due the same week
Your year-end book is not one big job. It is dozens of small ones with the same deadline, most of them waiting on records you have asked for twice, and the ones that arrive first are rarely the ones that matter most.
The last fortnight
You know how January ends before it starts
By October you already know which clients will still be missing records in January, and it will be the same ones as last year. Nobody has a list, so nobody chases them in November when it would have cost nothing. Then the last fortnight arrives, everything is urgent at once, and the work that gets done first is whatever shouts loudest.
How it works
The January book, opened in October
Each client’s year-end becomes a scheduled job the moment the period ends, not the moment someone remembers. It carries the records request, the deadline, the owner and the fee, so the whole book is visible three months early and the chasing starts while it is still cheap.
- Period ends
- Job opens
- Records requested
- Prepare
- Client approves
- File and bill
Capability 1
Which clients have not sent anything yet?
One view across the whole year-end book: requested, partly in, complete. In October that list is a to-do. In January it is a post-mortem.
Forms and requests- Wren & SonsComplete
- Thornton JoineryPartly in
- Calder FitnessRequested
- Halloway LtdRequested
- Marrow & CoPartly in
Capability 2
Who is carrying too much?
Jobs have owners and estimated effort, so you can see where the book is stacked before the person carrying it tells you — which is usually too late to move anything.
Team and capacity- JMJo M.58%
- RKRaj K.74%
- SLSam L.106%
- EWElla W.41%
Capability 3
Does every job run the same way?
A year-end template sets the steps, the review point and the approval, so the file does not depend on who picked it up. Change the template and every job using it can take the change.
Workflow templates- 1Records requested
- 2Records in, prepare
- 3Review gate — partner sign-off
- 4Client approval
- 5File and bill
Capability 4
What did that job actually cost us?
Time sits against the fee on the engagement letter, per job and per client. A year-end quoted at the same figure for four years running is easy to spot once the hours are attached to it.
Time and billing- Wren & Sons118%
- Thornton Joinery96%
- Calder Fitness62%
- Halloway Ltd104%
Before and after
A January list, or a year-round board
Tax return workflow software is worth having only if it shows you the book in October. Anything that starts being useful in January is a list, and you already have one of those.
How it works now
- Deadlines in a spreadsheet.
- Records chased by email.
- Progress known by asking.
- Capacity guessed.
- Fees reviewed once, years ago.
How it works on one record
Job, deadline, request, owner, template, time and fee on one client record, open from the day the period ends.
Rollout
Set it up in this order
You do not need the whole platform in week one. Compliance-led firms get furthest fastest in this order, with the honest effort beside each step.
Do not start this in December. Set it up in the spring, on next year’s book. Anyone who tells you to roll it out six weeks before the deadline is selling, not advising.
Integrations
Works with what you already run
Sits alongside your ledger and your filing software rather than replacing either.
Documents stay in your own SharePoint tenancy.
- Microsoft 365
- Outlook
- SharePoint
- Xero
- QuickBooks Online
- Stripe
Proof
Built inside working firms
FigsFlow was built in practice by people who had lived through their own Januarys.
Quote from a compliance-led firm. 25–40 words. Firm descriptor and country shown, name optional.
Platform, rating, count. Verifiable or the block does not ship.
One verifiable number.
The actual commitment and what the firm gets.
Nothing here was written for you. Invented quotes and ratings are a liability in a regulated profession, not a copy shortcut. Fill them or cut the block.
Proof
Built inside working firms
FigsFlow was built in practice, not in a lab, by people who had to close a month themselves.
- 4.8Capterra132 reviews
- 4.7G288 reviews
- 4.9Google61 reviews
FAQ
Questions compliance-led firms ask
Does FigsFlow prepare or file the accounts and returns?
No. Preparation and filing stay in your production and tax software. FigsFlow runs the workflow around them — the schedule, the records, the review, the approval and the bill.
Can we open next year’s jobs before this year’s are finished?
Yes. Jobs are scheduled by period end, so two cycles can be open at once without colliding.
Do different entity types need different workflows?
Yes, and they can have them. Templates vary by entity or by client.
What if a client approves by email rather than in the portal?
Attach it to the job. The record is what matters, not the channel.
Can we see last year’s job when we start this year’s?
Yes. Prior cycles stay on the client record with their requests, approvals and timings.
No question matches that.