Proposals your prospects can accept in a click.
Accounting proposal software assembled from your firm's services and brand — never a blank template. Your prospect reads it, accepts it, signs it, and the job starts itself.
G2CapterraRead what firms say on G2 and Capterra
- ServicesYour service catalogue
- PricingComputed · not typed
- BrandingYour logo · colors · cover
- WordingGoverned · always current
- StructureBy client type
once it's signed, nothing is re-entered
Everything you need to win
Discover a faster, easier way to create, manage, and get proposals signed.
Marked (Module) in the brief. Left empty rather than mocked up, so nothing on the page implies a screen that hasn't been signed off.
How many old proposals do you have to search through?
A client asks for a proposal. You know you've done something similar before, so you start digging through old files to find the closest match.
You find one that looks right — similar client, service and scope. But the file can't tell you what's changed since it was last used, what was updated, or whether the details are still relevant.
So you start checking, comparing and editing before you can even begin.
… and only then can you start writing.
See a better way to build proposals →One client. One connected proposal flow.
Start with the client record and build everything in one place — from services and scope to live pricing, preview and sending.
- 01CRM & PipelineClient + relationship context
- This page02Proposal ModuleServices + scope + pricing + documents
- 03Client Review & SignProposal + LOE + secure signing
- 04Sign-offs & Firm DashboardOpens + status + reminders + outstanding sign-offs
One connected flow, from the client you're working with to the proposal they sign.
See how FigsFlow fits your workflow →Your brand. Built into every proposal.
Set your firm's look once — logo, colors, fonts and cover style — and FigsFlow carries it across every proposal, engagement letter, signing page and email.
No redesigning. No reformatting. No starting from scratch. FigsFlow can pull your existing brand from your website, so you can review it, make adjustments, and let every proposal stay polished and consistently yours.
Marked (IMAGE) in the brief. A real branded proposal cover belongs here once one is approved for public use.
Always start with the latest version.
Your approved content lives in one governed library, not scattered across old proposal files. FigsFlow pulls the right clauses for each client and service every time you create a proposal.
Approved content stays protected. Personalized content stays flexible. So your team can customise what they need without accidentally bringing outdated wording back into the proposal.
The right proposal, built for every client.
FigsFlow uses client type to automatically assemble the right sections, in the right order, from your approved content library.
No choosing templates. No rebuilding from scratch. Just the right proposal structure, ready to go.
Know when a proposal needs your attention.
See every proposal's status at a glance — from draft and sent to viewed, partially signed, signed or lost. Outstanding sign-offs stay in one place, with reminders that automatically stop once the proposal is signed.
Go deeper when you need to. Section-level insights show what clients opened, what they skipped and when they're engaging — so you can spot hesitation early and act before the proposal goes cold.
This is what replaces the folder of old files
Not a better template. A different category.
| Spreadsheets, email & Word templates | FigsFlow Proposals | |
|---|---|---|
| Starting a proposal | Dig through old files, hope you remember the right one | One governed library, always current |
| Staying on-brand | Reformat the logo, colors and layout by hand, every time | Applied automatically, every time |
| Keeping wording current | Copy-pasted clauses, no way to know what's changed | Governed content — update once, applies everywhere |
| Matching the client | One template, force-fit to every client | The right structure, assembled automatically by client type |
| After it's signed | Re-type everything into your practice management system | The job starts itself — nothing re-entered |
Proposals that fit the way your firm works
Whether you're a solo practitioner or running a multi-office firm, FigsFlow keeps proposals fast to create, consistent to send, and easy to control.
Solo practitioners & EAs
Spend less time building proposals. More time running your practice.
Your services, pricing and branding are already built in. Create a polished proposal in minutes — without starting from a blank template or spending time fixing the layout.
Small firms — 2–10 people
Every proposal should look like it came from your firm.
Whoever creates or sends it, your approved branding, wording and services stay consistent — without someone having to check every proposal before it goes out.
Growing firms — 10–50 people
Give your team room to grow without losing control.
As more people create proposals, approved content and proposal structures keep everyone on the same page — so your team can move faster without relying on a partner to review every proposal.
Larger firms — 50+ & multi-office
One standard for every team, entity and office.
Keep your approved content, branding and proposal structure governed from one place. Wherever a proposal is created, clients get the same trusted firm experience.
Ready to make proposals easier?
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.
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[ Dummy quote — 25–35 words, matched to a one-person firm, about admin time rather than features. ]
[ Name ] · [ Role ] · [ n ] clients · [ Country ]
Founding-customer programme
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.
What a firm of one pays, and what's live in the US today
[ Tier name ] — $[ n ] per user, per month. For a firm of one that's one seat: [ what's included ]. No implementation fee, no onboarding package to buy, no minimum seat count.
Full pricing and tiers →Not in the US version yet
Accurate as of [ MM/DD/YYYY ]
- Client due diligence and AML — UK only. Not planned for the US.
- US tax software integrations — none today. On the roadmap; nothing to announce.
- IRS transcript retrieval and registry lookups — not available.
- E-signature — engagement letters, proposals, consents and firm documents. Not Form 8879 or 8878 — IRS Publication 1345 requires knowledge-based authentication for remote e-signature on those, and we don't provide it.
- Native invoicing — Q4 2026. Billing runs through Xero or QuickBooks Online today.
- US workflow template library — [ status ]. The template builder is live either way.
Accounting proposal software that doesn't stop at the proposal.
CRM & Pipeline
Track the deal before it's a proposal — pipeline by stage, referral source, and conversion, all on the same client record.
See how deals move before they become proposals →Pricing and Quoting
The price a proposal shows is computed here — fixed, variable or value-based, consistently, without discounting by instinct.
See how pricing stays consistent everywhere →Engagement Letters
Once a proposal's accepted, the exact scope becomes the engagement letter's schedule — assembled from a governed clause library, not retyped.
See how engagement letters build themselves →Jobs & Workflow
The signed engagement becomes a job automatically — every deadline, every owner, visible from day one.
See what happens after the job starts →Frequently asked questions
What is the best proposal software for an accounting firm?
What do most accounting firms use for proposals today?
How do you write a proposal for an accounting client?
Does FigsFlow use AI to write the proposal?
Does this replace my review of the engagement letter?
Ready to send a proposal your prospect can actually act on?
Once it's accepted, the exact scope becomes the engagement letter automatically — see how engagement letters build themselves.
Start Smarter. Grow Faster.
From proposals to pricing, streamline every step with automation designed particularly for accountants, bookkeepers and tax advisers.