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You are the whole firm. The paperwork should not need one.

FigsFlow is practice management software for sole practitioners — pricing, proposals, engagement letters, AML checks and billing on one client record. The admin wrapped around a job takes minutes instead of an evening, and none of it waits on a colleague you do not have.

Just setting up, start with what changes in the first month below. Already running something, skip to where this is different.

Built inside working firms, not a lab Runs on one licence — no minimum seats Founding-customer programme open now
New client · accounts and CT600 One licence
  • Price Built from your own list, not re-worked
  • Proposal Sent the same day · accepted online
  • Engagement Letter issues on acceptance
  • AML Check held against the client record
  • Billing Recurring fee scheduled, not remembered

one record, and nothing re-typed into a second system

The admin around a job is not a second task. It is the same record, finished.
The product experience

One login, five things done

This is the same client record from the top of the page, opened up. Nothing here is a separate app — click through the stages below to see what each one holds.

app.figsflow.com/clients
SAMPLE DATA

Illustrative interface and sample data. The client and figures are fictional.

What changes

What changes when the admin around a job runs itself

Three things shift in the first month, and none of them are about learning new software — they are about the same jobs taking less of the evening.

Quote once, reuse forever

Your price list is entered once and every later proposal is built from it, so the same job is quoted the same way each time.

Compliance kept current

AML checks and engagement letters sit against the client record rather than in a folder, so a file review does not become an archaeology exercise.

Fees that follow the work

Recurring fees are raised on schedule, and the invoice you meant to send last month stops slipping quietly.

How a sole practice gets started

Load your price list

One afternoon, once.

Send a live proposal

Client accepts online.

Letter issues itself

Signed and filed.

Bill on the schedule

Nothing chased twice.

The problem

Four hats. Four separate places the same fact lives.

It is Thursday evening. A new client said yes this morning, and taking them on properly means touching four separate places before you have done a minute of chargeable work.

The price is worked out from memory, or a spreadsheet that has not been opened since March. The engagement letter is the last one, copied and edited — including, occasionally, the last client's registered office. The AML evidence goes into a folder that has no link back to the client record. The recurring fee gets set up as a reminder, which competes with every other reminder you have ever set.

Nobody decided to work this way. It happens because the price, the letter, the check and the bill live in four different places, and you are the only person who can hold all four in view at once.

Four places. One person. And nothing catches it when one of them goes stale.
One new client, four placesTHE USUAL SETUP
A spreadsheet or memoryWhere the fee gets worked out
NO RECORD
Copied by handWording taken from the last engagement letter
A letter templateEdited fresh for every client
NO GATE
Filed separatelyEvidence kept apart from the client record
An AML folderIdentity checks and evidence
NOT LINKED
Set as a reminderCompeting with every other reminder you own
A calendar reminderTo raise the recurring fee
EASY TO MISS
Every seam is a place where the fact only exists because you remembered to write it down twice.
Where this is different

The price, the letter, the check and the bill — on one record

Doing the work is one side. Standing behind it — the letter, the check, the bill — is the other. They are supposed to meet at the same client record, and in most one-person setups they meet inside one very good memory instead. What that costs you is invisible right up until the week it is not.

Where it holdsGAP: NIL
THEY MEET

One record. The price, the letter, the check and the bill are stages of the same client, so nothing depends on you remembering the last one correctly.

Where it doesn'tGAP: HELD IN YOUR HEAD
NOBODY ELSE CAN SEE THIS

Four places. The gap is where a fee goes un-invoiced or a letter goes out before the check clears — and there is nobody else to catch it.

What you're comparing against
Doing the work →← Standing behind it
The gap
A spreadsheet and a reminders appThe usual starting point
THE CHECK, THE LETTER
Gap: everything except the feeFine for a price list. It has no idea a letter or an AML check exists, so both live somewhere else and neither is linked to the other.
A proposal and e-signature toolBought to make the letter look professional
THE AML CHECK
Gap: the compliance sideSends a tidy letter, whenever asked. It has no concept of a check that has not finished, so nothing stops the letter going out first.
A standalone AML toolBought to tick the compliance box
THE LETTER, THE BILL
Gap: everything after the checkGood at identity and screening. The client is keyed into it separately from everywhere else, and it has no view of the letter or the fee.
FigsFlowBuilt by accountants — one record, one login
THEY MEET
Gap: nilThe price feeds the proposal, the proposal feeds the letter, the letter is gated on the check, and the bill runs on schedule — one client, one record.
Arm length is how far each category reaches across one client — not how good it is. Most of these are very good at their own side. The gap is the part you are holding together, and it is the part a feature list never shows.
Where it sits in the flow

From "yes" on the phone to the first invoice

Five stages, one client record. Nothing here is a hand-off, because there is nobody to hand it to — each stage simply unlocks the next.

01
Client says yes

The enquiry becomes a record. Nothing is typed anywhere else yet.

YOU ARE HERE
02
Priced from your list

The fee comes from services you already priced, not a fresh guess.

YOU ARE HERE
03
Proposal sent

Issued and accepted online, with the figure carried forward.

YOU ARE HERE
04
Signed, and gated

The letter cannot release until the AML check clears.

05
Job and billing start

Deadlines exist from signature. Fees begin on schedule.

What feeds it
  • Your price list — set once, reused on every proposal
  • Your approved letter wording — not a template you edit by hand
  • The AML check result — held against the client, not in a folder
What it feeds
  • The job and its deadline — created the moment the letter is signed
  • The recurring invoice — scheduled, not remembered
  • The compliance file — ready before a reviewer ever asks for it
Works with your stack

Short list, honestly labelled

Most of what a sole practice needs is already inside FigsFlow. The rest of this fold is what is not connected yet, because finding that out in month two is worse than reading it now.

Live todayWhat it plugs into
Companies House

One search brings back the entity, officers and PSC data onto the client record.

HMRC deadlines

Filing dates are read against the record, not tracked in a separate calendar.

Microsoft 365

Sign in with the identity you already use; documents stay in your own tenant.

Spreadsheets, in and out

Your existing price list imports as a starting point, and everything exports back out.

Not yetAnd we would rather say so
Bookkeeping ledger sync

No two-way sync with the ledger your clients keep their records in.

Not in this release
Tax return preparation software

Onboarding schedules the job; you still file from your existing tax software.

Not in this release
Automatic pricing suggestions

The price list is yours to set. Nothing here guesses a fee on your behalf.

Deliberate, not a gap we are closing
Why the list is short. An integration that half works costs you more than one that does not exist, because you still check both systems yourself.

Questions sole practitioners ask first

Four that come up on almost every call.

Is FigsFlow worth it for a one-person practice?

If the admin around a job currently takes an evening, the break-even is usually a small number of jobs a month. Pricing and inclusions for a single licence are on the pricing page.

How long does setup take on my own?

Most of the first session is loading your price list, which takes about as long as writing it out once. The first proposal usually goes out the same day.

Can I keep using my existing bookkeeping software?

Yes. FigsFlow handles pricing, proposals, engagement, AML and billing; it sits alongside your bookkeeping software rather than replacing it.

What happens when I take on my first employee?

The same setup carries over — you add a second licence rather than starting again. See how a small firm of two to ten uses the rest of the platform.

See it against your own price list

A short walkthrough using your own services and fees, with no preparation needed.