Home/Solutions/Onboarding is still manual
Price it, propose it, onboard it
FigsFlow is client onboarding software for accountants and bookkeepers. The proposal, the engagement letter, the AML check, the first data request and the opening job run as one thread on one client record, so the fortnight between a client saying yes and the work actually starting stops being a fortnight.
Onboarding · day 4
Accepted. The services and fees on it wrote the engagement letter, so nothing was retyped.
One thread. Each step releases the next.
Assembled from the accepted services
Trusted by the best
The whole product, not just the onboarding part
Onboarding is the seam between winning work and doing it, and it touches nearly every part of the practice. You get all of it. Each module has its own page. Or take the tour and watch one client move through the lot.
Runtime and chapter timings are illustrative until the cut is delivered.
Transcript
Placeholder. Full transcript goes here once VID-01 exists, matching the captions track word for word.
Win the work
Start the client
Get paid and see it
Watch one client move through the lot.
Take the platform tourThe proposal went out in Word. The letter was rebuilt from last year’s. The AML check happened in a separate portal. This page is for the fortnight in between.
Taking on more than the process can absorb? See growing practicesThe client said yes. That was the easy part
You win the work in a forty-minute conversation and then spend two weeks retyping the same client’s name into six different places. Every step waits on the one before it, and every handover is somebody remembering to send an email. The client, who was enthusiastic on the call, has now heard nothing for nine days and is quietly wondering what they have signed up for.
The same fortnight, split into what actually happens.
-
six different places
-
waiting on the one before it
-
nine days of the fortnight, nothing
One thread from yes to started
The accepted proposal writes the engagement letter. The signed letter triggers the AML check and the first data request. When the data lands, the opening job is already scheduled and the client has been kept in the loop the whole way, without anyone sending a single manual update.
- Proposal accepted
- Letter issued
- Signed
- AML check
- Data requested
- First job opens
Stand-in for IMG-02 · 1400×600 · 7:3 — the six steps as one horizontal run, two already complete
Do we have to retype everything into the letter?
No. The services and fees on the accepted proposal become the schedules on the engagement letter. Change the fee and the letter follows, rather than someone finding the discrepancy at billing.
Where does the AML check fit?
Inside the same flow, not beside it. The check, the risk assessment and the evidence sit on the client record where the letter and the job are, which is also where you will want them when someone asks to see your file.
- ID document · [redacted]
- Proof of address · [redacted]
- Structure chart · [redacted]
How do we collect what we need without ten emails?
One request, sent once, showing the client exactly what is outstanding and letting them return it in their own time. It chases itself. Partial answers are saved rather than lost.
- Company details
- Photo ID for each director
- Proof of address
- Last filed accounts Outstanding
- Bookkeeping access Outstanding
Which new clients are stuck, and where?
Every client in onboarding shows the step they are on and how long they have been on it. The ones that stall are usually stalled on the same step, which is a process problem you can only fix once you can see it.
Six systems and a checklist, or one thread
Client onboarding software for accountants is only worth having if it removes the handovers. A checklist that still needs a human to carry the work from step to step is the same fortnight with better documentation.
| Step | How it works now | On one record |
|---|---|---|
| The proposal | Proposal in Word. | Accepted on the record, and it writes the letter |
| The engagement letter | Letter rebuilt from last year. | Assembled from the services the client accepted |
| The AML check | AML in a portal. | Inside the same flow, on the same record |
| The client’s details | Details by email. | One request that saves partial answers |
| The first job | Job created when someone remembers. | Already scheduled, opens when the data lands |
| The client | Client hears nothing for nine days. | Kept in the loop without a manual update |
One thread, not six: proposal, letter, signature, AML, data request and opening job on one record, each step releasing the next.
Set it up in this order
You do not need the whole platform in week one. Onboarding breaks at the handover from winning to doing, so start there.
- 1
Proposal and engagement letter templates for your three most common service combinations. A day. This removes the retyping.
- 2
The AML check inside the flow. Half a day, and it is the step most firms are quietly nervous about.
- 3
One standard data request. An hour.
- 4
The onboarding pipeline view, once a few clients have been through it.
It sits on top of what you already run
FigsFlow connects to what a practice already has rather than replacing it. Mail stays in Outlook, documents stay in your own SharePoint, and the ledger stays in Xero or QuickBooks Online. You are adding the layer that was missing, not migrating the ones that work.
The layer you’re adding
FigsFlow
The proposal, the letter, the AML check, the client record
Hover one of your tools below to see what stays where.
Staying exactly where it is
- Microsoft 365
- Outlook
- SharePoint
- Xero
- QuickBooks Online
- Stripe
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
What onboarding costs
Proposals, the pricing engine, engagement letters and e-signature are included from the Solo plan, with AML checks pay as you go. Annual rates are shown and exclude VAT. Monthly billing and the full module list are on the UK pricing page.
Per firm, by the people who use itSolo
One person, sending their own engagements.
Billed annually
- Proposals, pricing and letters
- Compliant clause library
- Unlimited e-signatures
- AML pay as you go · programme free for 90 days
- Fair use: 150 engagements a year
Only need engagement letters? Letters is free — one person, 20 letters a year, documents and e-signature. No card.
Team
Up to 3 people · extra people at £15
Billed annually
- Approvals and firm countersigning
- Compliance Programme included
- Fair use: 450 engagements a year
Add Advanced Pricing for £29 a month.
Practice
Up to 15 people · extra people at £9
Billed annually
- Advanced Pricing: formula pricing builder, website pricing embed and client value calculator
- Unlimited engagements
- Additional workspaces available
More than 25 people? Talk to us about Enterprise.
Client onboarding software for accountants: common questions
How long does onboarding actually take once this is set up?
The work that used to wait on handovers stops waiting. What remains is the client’s own response time and the AML check, which is the honest answer rather than a number we have invented.
Is the AML check included, or another subscription?
Placeholder, deliberately unanswered. This is the question that decides the deal — do not publish a guess here.
Can clients sign on a phone?
Yes. E-signature works on mobile, which matters because that is where most letters are signed.
What if we already have a signed letter for this client?
Keep it. You only need a new one when the scope or the fee changes.
Can two people work on the same onboarding?
Yes. Steps have owners, so the letter and the AML check can run in parallel with different people on them.
No questions match that search.