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.
Five and three-quarter hours of quoting, letters, checks and chasing. None of it is the work anyone paid you for.
- 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
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.
Illustrative interface and sample data. The client and figures are fictional.
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.
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.
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.
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.
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.
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.
The enquiry becomes a record. Nothing is typed anywhere else yet.
The fee comes from services you already priced, not a fresh guess.
Issued and accepted online, with the figure carried forward.
The letter cannot release until the AML check clears.
Deadlines exist from signature. Fees begin on schedule.
- 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
- 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
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.
One search brings back the entity, officers and PSC data onto the client record.
Filing dates are read against the record, not tracked in a separate calendar.
Sign in with the identity you already use; documents stay in your own tenant.
Your existing price list imports as a starting point, and everything exports back out.
No two-way sync with the ledger your clients keep their records in.
Not in this releaseOnboarding schedules the job; you still file from your existing tax software.
Not in this releaseThe price list is yours to set. Nothing here guesses a fee on your behalf.
Deliberate, not a gap we are closingQuestions 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.