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Pricing software for accountants Ā· United States

Price consistently, without discounting by instinct

Stop pricing by instinct. FigsFlow's pricing software for accountants sets your fees once — fixed, hourly, tiered, or value-based — and applies them consistently across every quote and renewal.

Eight pricing methods, one engine Every override logged The quote becomes the invoice
app.figsflow.com/pricing/rate-cards
Rate card Ā· Monthly bookkeeping
A base fee, plus a per-transaction rate above 100 transactions, plus an uplift where the client runs multi-currency.
Set byH. Okafor Ā· Partner
Applies to41 engagements
Last changed08/04/2026
Quotes using this cardEvery one
—— The engine, live

Set a price. Watch it lock in.

Pick a pricing method, build the offer, and watch the numbers update live. This is the same engine your firm would run — change an input and every figure below it moves with it.

The rule, in plain English

A flat agreed fee for the engagement, whatever the transaction count.

Nothing here is generated. Change an input and the same rule recalculates — the rule itself only changes when your firm changes it.

Calculated feeFixed
Coming soon
per month · Cedar Grove Café · monthly bookkeeping
Base—
Volume component—
Entity uplift—
ProposalComing soon
Engagement letterComing soon
Invoice on signatureComing soon
—— The drift nobody catches

Same service, different fee, and nobody's checking

Two partners quote the same bookkeeping engagement three weeks apart, for two clients with near-identical books — and the two fees don't match. Neither one is wrong. Neither one is working from a shared number.

Quoted 03/04/2026 Ā· Partner A
Coming soon

Monthly bookkeeping, ~240 transactions, two entities. Priced from memory of the last one like it.

Coming soon
Unexplained gap
Quoted 03/25/2026 Ā· Partner B
Coming soon

Monthly bookkeeping, ~250 transactions, two entities. Priced from a different memory, on a different Tuesday.

—— One number, four documents

The same number, from quote to invoice

Your price isn't typed into a proposal, a CRM deal, or an engagement letter — it's computed once here, and every downstream document just displays it. The moment a client signs, that same number becomes the invoice.

—— Every pricing model

One pricing engine. Every pricing model.

This is what pricing software for accountants should actually do: price any service your way — fixed, hourly, per unit, by price band, by volume, on a graduated scale, as a percentage, or with a formula based on the client's own numbers. Everything is defined in plain English, so your team knows exactly how each price is calculated.

01
Fixed

One agreed fee for the engagement, however the work moves.

02
Hourly

A rate per hour, by role or by service, applied the same way each time.

03
Per unit

A rate per transaction, entity, employee or return — whatever the work counts in.

04
Price band

A single fee for everything inside a range, stepping at the boundary.

05
Volume

The unit rate itself falls as the count rises, across the whole quantity.

06
Graduated

Tax-bracket style — each slice priced at its own rate, then totalled.

07
Percentage

A percentage of a figure the client already has, such as turnover or payroll.

08
Formula

Your own expression, built from the client's own numbers and your own inputs.

No AI-generated pricing

No guesswork. FigsFlow applies the same pricing rules every time. AI can explain how a price was reached, but it never decides what the price should be.

—— Offers

Build offers clients can compare and customize

Create one offer with side-by-side tiers and optional add-ons. Use fixed prices or calculate each tier from the client's own numbers, so Premium costs the right amount for each client.

Start with profession- and market-specific offers, then edit, add, or remove services without rebuilding from scratch.

Essential
Coming soon
Fixed fee
  • Monthly bookkeeping
  • Bank reconciliation
  • Quarterly management pack
  • Payroll
  • Quarterly advisory call
Complete
Coming soon
Calculated from transaction count
  • Everything in Essential
  • Payroll, up to 12 employees
  • 1120-S and 1040 preparation
  • Quarterly advisory call
  • Cash-flow forecasting
Premium
Coming soon
Calculated from turnover and headcount
  • Everything in Complete
  • Cash-flow forecasting
  • Monthly advisory call
  • Named partner contact
  • Priority filing window

Tier fees are the ones your firm sets for its own clients — example figures are coming soon. Each tier can be a fixed price or a calculation, so Premium lands at the right number for each client rather than the same number for all of them.

—— Guardrails

Protect your pricing before a discount goes too far

Set a minimum fee floor for discounts and surcharges, so FigsFlow warns your team before a price falls below the limit — not after the client sees it.

Need an exception? Role-based permissions control who can override a calculated price, while every override is logged for a clear audit trail.

Discount applied by team member
Calculated feeFee floor
āœ“Within your rate card. No approval needed.
Fee floor set byFirm rate card Ā· Partners only
Override permissionPartner, Director
This overrideNot required

The warning arrives before the client does

The floor is checked as the discount is typed, inside the quote — not at review, not at invoice, and not in a conversation with the client already halfway done.

Who can override

Role-based permission, set once. Anyone without it sees the block rather than a silent success.

What gets recorded

The calculated price, the price sent, who authorized the gap and when. An audit trail, not a memory.

—— Changes at scale

Change your pricing once. Update every engagement that needs it.

Apply a bulk price increase or decrease across relevant engagements using your rate cards, instead of updating clients one by one.

Bulk increase or decrease

Move a rate card and every engagement priced from it moves with it. You choose which engagements are in scope before anything applies.

Rate card driven
Renewal uplift, set once

Set a renewal uplift once and FigsFlow applies it automatically at renewal — no annual round of individually edited fees.

Automatic at renewal
After signature, a variation

When pricing changes after signature, the original stays intact — the change becomes a separate, signed variation rather than a silent edit.

Signed, not overwritten
—— Every surface

The pricing engine behind every quote you send

Every quote your firm sends — on a call, over email, embedded on your site — comes from the same engine, using the same rules. Nothing retyped. Nothing reinvented for whoever happens to be in the room.

01

One number, computed once, inherited by every document downstream.

02

An interactive quote the client explores themselves, embedded right on your site.

03

An accurate quote delivered in the room, during the actual conversation.

04

Pricing knowledge that lives in the system, available to the whole team from day one.

—— By firm size

Built for firms your size — whichever size that is

Solo & EA

One person, every role — including the one who sets prices. Set a fee once and stop re-deriving it between client calls.

See how solo practitioners save the busywork →
Small firms

No implementation project, no dedicated ops hire — set fees once and the whole team quotes the same way from day one.

See how small firms get running fast →
Growing firms

Standardize pricing before headcount outpaces it — rate cards and approval limits keep every new hire quoting inside the same guardrails.

See how growing firms scale their pricing discipline →
Larger firms

Every partner, every office, one set of pricing rules — permissioned overrides and an audit trail your IT team will actually sign off on.

See how larger firms govern pricing across offices →
—— Works with your stack

Pricing connects straight to the tools you already invoice and collect with

Xero and QuickBooks Online

An invoice raises automatically the moment a client signs, synced both ways.

Live
Stripe and GoCardless

The client pays straight from the quote or the portal. You choose the rail; we don't lock you into one.

Live
Your tax-prep software

Stays exactly where it is. There's no US tax-software integration today, and FigsFlow runs the pricing and the practice around it, not inside it.

Not available
—— Where this came from

Built inside working firms, not in a lab

FigsFlow was built inside two working practices — the workflows came from partners running real deadlines, not from a product roadmap. Every module started as something a firm needed on a Tuesday.

Founding-customer program

We're taking on a small group of US firms this quarter — direct line to the product team, your workflows shaped into the template library, and pricing locked for as long as you stay.

Ask about the founding group →
—— Straight answer

What a firm of one pays, and what's live in the US today

One seat, one price Ā· coming soon

Priced per user, per month — for a firm of one, that's a single seat. US pricing is coming soon.


No implementation fee, no onboarding package to buy, no minimum seat count.

CapabilityUnited States
Pricing, quoting, proposals and engagement lettersLive
Xero, QuickBooks Online, Stripe, GoCardlessLive
E-signature — engagement documentsEngagement letters, proposals, consents and firm documents. Live
E-signature — Form 8879 / 8878IRS Publication 1345 requires knowledge-based authentication for remote e-signature on these, and we don't provide it. Not available
US tax software integrationsOn the roadmap; nothing to announce.Roadmap
IRS transcript retrieval and registry lookupsNot available
Native invoicingBilling runs through Xero or QuickBooks Online today.Q4 2026
US workflow template libraryThe template builder is live either way.Template builder live
Client due diligence and AMLNot planned for the US.UK only

Availability shown for the United States. Ask on a demo call for anything not listed.

—— The rest of the engagement

Pricing software for accountants doesn't work alone — here's the rest of the engagement

CRM and pipeline

Where the deal starts, and where a price first gets attached to it.

Proposals

The document a client actually reads and accepts — pricing fills in live, nothing retyped.

Engagement letters

The signed agreement that locks the fee in for good.

—— Questions

Pricing software for accountants, answered plainly

What are the pricing methods for accountants?

The main ones are fixed fees, hourly rates, per-unit pricing, tiered price bands, volume-based rates, graduated (tax-bracket-style) rates, percentage-of-a-figure pricing, and formula-based pricing tied to a client's own numbers. FigsFlow's pricing software for accountants supports all eight, defined in plain English, inside one engine.

What software do most accountants use?

Most firms already run Xero or QuickBooks Online for bookkeeping and Microsoft 365 for email and documents. FigsFlow doesn't replace those — it's the pricing, quoting, and engagement layer that sits on top, syncing invoices to Xero or QuickBooks the moment a client signs.

What do accountants use instead of QuickBooks?

FigsFlow isn't a QuickBooks alternative — it integrates with QuickBooks Online and Xero rather than replacing either. It sits alongside your bookkeeping software, handling how you price, quote, and sign up clients.

How much should accounting software cost?

That depends heavily on what the software does — a bookkeeping platform, a pricing tool, and a full practice-management suite aren't priced the same way. FigsFlow's own US plans are coming soon; ask on a demo call rather than working from a general rule of thumb.

Does FigsFlow decide what to charge a client?

No. Every price is calculated by rules your firm sets — a fixed fee, an hourly rate, a formula, whatever fits the service. AI can explain how a number was reached; it never generates or approves one. Overriding a calculated price needs role-based permission and gets logged.

Set the price once. Let everything downstream inherit it.

Once a price is set, it flows straight into the engagement letter — see how that gets signed.

Start Smarter. Grow Faster.

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

Good things are worth waiting for

Practice management joins FigsFlow this Fall

Pipeline, jobs, time and billing on one client record. Worth the wait, we think.

SpringSummerFallWinter
What changesIllustrative
Admin hours down
Billable hours up
Nearly, nearly there Save my spot

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