Everything your firm runs on, on one client record
Twenty-odd parts of a firm, and one place they all write to. Nothing here is a separate product you have to connect to the others.
One record, six states, zero re-keying
Five groups. One record underneath all of them.
Win the work
Pricing lives with the engagement, not in a proposal PDF nobody reopens.
Run the work
Jobs that build themselves. No more "did anyone start the 1120s" in the group chat.
Work with clients
One thing at a time. Not the twelve-tab checklist that dies at tab four.
Connected to your stack
SharePoint, Outlook, Teams, Entra ID. That's the list. Nothing else to configure.
Intelligence
AI drafts it. A person still signs it.
Start where the fire already is
Start with deadlines and client requests — the thing that's already on fire.
Add proposals and letters the next time you re-sign a client.
Turn on time and billing at your year end, not mid-tax-season.
We don't want your files. We want what happens around them.
Your Microsoft 365 tenant
FigsFlow
FigsFlow holds the workflow. Your tenant holds the files.
Realization, WIP aging, DSO. Not the numbers in the sales deck.
What we don't do. Yet.
No US tax software integrations yet. Targeted Q1 2027.
E-signature covers engagement documents — not Form 8879 (IRS Pub 1345 requires third-party knowledge-based authentication we haven't built).
Client due diligence is UK-only. Not offered on the US platform.
See the full availability matrix →
Nine ways firms use this
See it run on one client, end to end
Thirty minutes with someone who has worked in a practice, not a script. Bring your messiest client.
Start Smarter. Grow Faster.
From proposals to pricing, streamline every step with automation designed particularly for accountants, bookkeepers and tax advisers.