Fifty plus, multi‑office, and it runs under your policy.
Placeholder copy. FigsFlow is practice management software for larger accountancy firms. Permissions are delegated by office and team, administration is devolved to the people who run each site, and every action is written to an exportable audit trail. Replace this paragraph with approved UK copy before sign-off.
Partner or COO, start with the firm view. IT or compliance, jump to the permissions and audit detail.
Placeholder — confirm rating and review count before sign-off
- OfficesPlaceholder sites · one instance
- PermissionsDelegated by office and team
- OnboardingOne standard · local variations
- AuditEvery action · exportable
- ReportingFirm-wide and by office
one instance, without one central bottleneck
Fifty plus, multi-office, own IT.
If a review happens before anything touches client data
Placeholder copy. You have more than one office, policies that already exist, and an IT function with a view. You are not asking whether practice management helps. You are asking whether this one fits what you already run.
What changes
What changes when each office can administer its own
Placeholder introduction. Summarise the three shifts a firm of fifty and up notices. Replace with approved UK copy.
Permissions by office and team
Placeholder. Each site administers its own users and templates inside a firm-wide standard, rather than raising a ticket centrally.
One standard, local variation
Placeholder. The firm sets what must be consistent and offices vary the rest, so a national policy does not collapse on contact with a local practice.
An audit trail you can hand over
Placeholder. Every change recorded and exportable, so a file review or an internal audit does not become a reconstruction exercise.
How a larger firm sequences a rollout
Scope with IT early
Placeholder. Before commercial terms.
Agree the firm standard
Placeholder. And what offices own.
Start with one office
Placeholder. Never at year end.
Extend site by site
Placeholder. With a review between.
Questions larger firms ask first
Placeholder standfirst. Four dummy questions and answers for layout purposes only — replace with reviewed UK copy.
How are permissions handled across multiple offices?
Placeholder answer. Describe roles, delegated administration and what stays central.
What does the audit trail actually record?
Placeholder answer. List the categories of event captured and the export formats, once verified.
How is a rollout across several sites sequenced?
Placeholder answer. Set out the office-by-office approach and the periods to avoid.
How is it priced at fifty seats and above?
Placeholder answer. Point to the pricing page and note that banding is confirmed on a call.
Walk your own structure through it
Placeholder closing copy. A session built around your offices, your roles and the questions your review will ask.