Skip to main content
Contact usGet Started

BUILT FOR US ACCOUNTING, BOOKKEEPING & TAX FIRM

All-in-One Proposal, Pricing & Engagement Software

100+ ready-to-go templates for proposals, pricing and engagement letters, fully compliant and built for US practices. Charge what you're worth and spend less time on admin.

No Card Needed ยท Cancel Anytime ยท Full Customer Support

What's Inside

All-in-One Platform. Built for Professionals

FigsFlow helps you create clear, professional and profitable documents that protect your time and price your services right from the start.

Professional Proposals

Win clients with branded, ready-to-send proposals that make a strong first impression.

Compliant Engagement Letters

Peace of mind with every client you onboard, backed by regulatory-ready templates.

Advanced Pricing Calculator

Quote smarter, faster and more profitably with flexible, value-based pricing tools.

Workflow Automation & eSignatures

Work smarter, not harder, and stop chasing signatures with built-in automation.

Win Clients Faster

Proposal Management

Use ready-made or custom templates to speed up proposals. Save time and easily tweak the details, you're in control of what shows up and where.

  • Branded and beautiful
  • Custom fees & services
  • Send in seconds
  • Built-in automated tracking
See Pricing โ†’

Stay Audit-Ready

Engagement Letter Management

Skip the slow manual work. Create engagement letters fast with FigsFlow's powerful, easy-to-use templates built for US accounting and tax practices.

  • Ready for major US professional standards
  • Editable templates
  • Built-in e-signatures
  • All-in-one control hub
Book a Demo โ†’

Quote With Confidence

Automated Pricing

Ditch the guesswork. Price smarter and faster with tools built for accounting pros, from fixed fees to value-based pricing.

  • Quote based on value
  • Apply discounts easily
  • Tailored service packages
  • Prevent undercharging
See Pricing โ†’

Run Your Team Smoothly

Team Roles & Access

Skip the setup hassle. Add your team, assign roles and manage access with ease to boost collaboration across your firm.

  • Role-based access control
  • Custom role creation
  • Granular permission management
  • Centralised user dashboard
Start Your Free Trial โ†’

Make Informed Decisions

Reporting & Analytics

Get clear insights fast. Track performance and make smarter decisions with built-in analytics on proposals and engagement letters.

  • Real-time insights
  • Identify trends and patterns
  • Proposal & engagement letter reporting
  • Service performance metrics
Book a Demo โ†’

ENHANCEMENT, NOT REPLACEMENT

Plug & Play Integrations

Works with your current accounting software. No overhaul, no learning curve, just smoother workflows with Xero, QuickBooks, HubSpot, Stripe, Google, Outlook, Zapier and more.

Ready to see FigsFlow?

Book a personalised demo and see how proposals, pricing and engagement letters work together for your firm.

Start Your Free 30-Day TrialBook a Demo โ†’

No Card Required ยท Live in a Day ยท Cancel Anytime

Start Smarter. Grow Faster.

From proposals to pricing, streamline every step with automation designed particularly for accountants, bookkeepers and tax advisers.

30-Minute Live Practice Walkthrough

Bring your messiest client to the demo

No scripted sales pitches. Just 30 minutes with a practice specialist walking through your firmโ€™s real-world workflows and bottlenecks.

Rated 4.9/5 on G2 & Capterra 30-minute tailored session No credit card required
Live Practice Stream
Real-Time Sync
Apex Advisory LLC ยท Form 1120-S Auto-Captured
Website Intake & CRM Pipeline Provisioned
Engagement Letter & Scope E-Signed
Integrated E-Signatures Legally Binding Scope
SharePoint Vault & Jobs M365 Native
Firm SharePoint Tenant Jobs & Deadlines Active
Invoice #2026-884 ยท $4,500 Paid via ACH
Instant Bank Reconciliation 100% Collected
100% M365 Native
0 Re-keying
14 hrs Saved / Wk
Single Persistent Architecture ยท Zero Data Silos
SOC2 Type II & M365 Encrypted
Unified Spine

One Persistent Client Record

Eliminate 5 disconnected tools. One single truth from initial web inquiry to final tax archive.

Zero-Cloud Host

Your Microsoft 365 Tenant

Files, auth, and permissions remain inside your own SharePoint. Zero third-party file storage.

48-Hr Setup

Zero Migration Friction

Live in under 48 hours with white-glove onboarding tailored directly to your firm's pipeline.

Your privacy choices

We use cookies to improve site performance, remember preferences, and measure marketing effectiveness. You can accept all cookies, reject non-essential ones, or choose categories.