It drafts. You decide.
The assistant reads the client record your firm already keeps and writes the first version — the chase email, the thread summary, the request that skips what you asked for last year. Nothing reaches a client until a person approves it. Not as a setting you can turn off. As the way it works.
Hi Dana — thanks for sending the payroll summaries through. To finish the 1120-S we still need the bank statements for November and December. You can upload them from the same portal link you used last time; no account needed.
An assistant, not an autopilot
Plenty of software will offer to email your clients for you. In a practice, the thing being automated is professional communication carrying your firm’s name — so the interesting question is never how good the draft is. It is who is accountable when it is wrong.
It reads the record
The open job, the outstanding request, the last thread, the contact’s role. Not a blank prompt box — the same context a preparer would gather before writing anything.
Grounded in your dataIt drafts, and shows its working
Every draft comes with what it drew on, so a reviewer can check the reasoning rather than just the tone. A wrong assumption is visible before it is sent, not after.
Sources attachedA person approves it
Approve, edit or discard. Nothing goes to a client on the assistant’s own authority — and the record shows which member of staff released it.
Always a humanFour jobs it takes off a preparer’s desk
None of these are clever. They are the small, repetitive writing tasks that quietly consume an afternoon in January — and that get skipped first when the week gets tight.
Someone notices the Ridgeline job has been sitting in “waiting on client” for nine days. They open the job, check which documents are outstanding, scroll back through the thread to see what was already sent, then write the email from scratch — carefully, because it is the third chase and the tone matters.
The draft is already waiting, naming the two specific statements still outstanding and referencing what the client sent last week so it does not read as if nobody noticed. The reviewer skims it, changes one sentence, and approves.
Every client gets the same twelve-section information request, including the four sections that do not apply to them. They wade through it, answer what they can, and email a question about the rest — which becomes another thread somebody has to answer.
Looking at last year’s return, it suggests skipping the rental section — no rental income last year and dropping the vehicle question for the same reason. The preparer accepts or overrides each suggestion before the request goes out.
A thread runs to nineteen messages across two months and three people. When it lands on a manager’s desk, they read the whole thing from the bottom up to work out what was actually agreed — and what is still open.
A short summary sits at the top of the thread: what was agreed, what is still outstanding, and who owes the next move. The manager reads four lines, opens the two messages that matter, and picks it up.
Two hundred messages arrive overnight. Someone triages by eye — client queries, agency notices, newsletters, a signed document coming back — and decides what becomes a task and what can wait.
Mail arrives already classified and matched to a client record, with anything past its response-time threshold pushed up. Classification layers on top of your existing Microsoft 365 mailbox — it does not replace your spam filtering or retention settings.
Not a chatbot bolted on the side
There is no separate window to open and no prompt to write. The assistant sits between the record and the person doing the work, which is the only position from which it can know what it is talking about.
Receives only what a member of your firm has read and approved. They never interact with the assistant.
Reads the draft, checks what it was based on, then approves, edits or discards it.
Reads the record, drafts the first version, and shows its sources. It writes; it does not decide, and it does not send.
Clients, jobs, requests, threads and documents — the same data your team works from, in your own Microsoft 365 tenant.
Why the order matters. A general-purpose chatbot sits outside all of this: it has no idea which job is open or what was already asked for, so a person has to paste the context in and check the answer against reality. Putting the assistant under the record instead of beside it is the whole difference.
Writing tasks, handled. Judgement, untouched.
The split is deliberate. It takes the drafting and the gathering; it leaves every decision that carries professional weight with the person qualified to make it.
Drafts and suggested replies
New messages and replies to existing threads, written from the open job and the outstanding requests rather than from a blank page. Each one arrives with its sources attached and waits for approval.
Request tailoring
Suggests which sections of an information request to skip based on what the client actually had last year — and says why, so the preparer can disagree in one click.
Thread summaries
What was agreed, what is outstanding, who owes the next move. Internal only — a summary is never sent to anyone.
Inbox classification
Incoming mail sorted and matched to a client record, layered on top of your existing mailbox rather than replacing it.
Shown working
Every draft lists what it drew on, so a reviewer checks the reasoning rather than guessing at it.
What it will not do, on purpose
Some of these are engineering limits. Most are choices. Either way you should know them before a demo rather than after a rollout.
Send anything on its own
No auto-send mode, no “trusted client” exception, no threshold above which it stops asking. A person approves every outbound message.
Give tax advice
It drafts correspondence about work your firm is doing. It does not form a technical position, and nothing it writes should be treated as reviewed advice until a qualified person has reviewed it.
Prepare or file a return
It is not connected to return-preparation software, and there is no integration with Drake, Lacerte, ProSeries or CCH Axcess today.
Talk to your clients directly
There is no client-facing chatbot. Clients see messages from your firm, written by your firm, released by your staff.
A drafting tool that half-checks itself is worse than none, because somebody still has to read everything and now trusts it slightly too much. Narrow and predictable beats broad and occasionally confident.
Your firm decides how much of it is switched on
Assistance is a per-firm setting, not an individual preference. A partner can turn a capability off for everyone, and the one thing nobody can turn off is the review step.
Toggle the switches to see what stays fixed.
What firms ask before switching it on
No. Every AI-drafted email, whether a new draft or a suggested reply, is presented for review first. Nothing is sent without a staff member explicitly approving it. There is no setting that bypasses this.
The practice record your firm already keeps — the client, the open job and its stage, outstanding information requests, the thread it is replying to, and the prior year where a suggestion depends on it. Each draft lists what it drew on, so you can check the reasoning rather than just the wording.
This is not yet confirmed in our published documentation. Rather than guess at something this important, we will give you the current position in writing — the model provider, the data-handling terms and the retention position — before you sign anything. Your mail and documents continue to live in your own Microsoft 365 tenant either way.
You edit it or discard it, which is the point of the review step. Because each draft shows what it was based on, a wrong draft usually reveals a wrong record — a request marked outstanding that actually arrived, for example — and that is worth fixing at source.
Yes. Each capability is a firm-level setting a partner controls, so you can run drafting without classification, or summaries without drafting. The human approval step is the exception — it cannot be turned off.
No. FigsFlow layers classification, tracking and follow-up automation on top of your existing Microsoft 365 mailbox. It does not replace your mailbox’s own security, spam filtering or retention settings.
Tier and US availability are still to be confirmed. We would rather leave this blank than publish a plan or a date that later moves — ask us on a demo and you will get the current position.
Watch it draft against your own client record
Thirty minutes, your Outlook setup, and a real chase email drafted from a job your firm actually has open — so you can judge the draft rather than a demo script.
We are inviting the first 10–15 US firms into the founding-customer programme.
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