Small Firms · 2–10 People · United States
Everything a small firm needs.
Nothing it doesn't.
FigsFlow is practice management software for small accounting firms of two to ten people. Your ledger and tax software do the returns; FigsFlow runs everything either side of them — pipeline, proposals, engagement letters, jobs, deadlines, client requests, documents, time and billing — on one client record, with one name against every piece of work.
Every job on the record carries an owner. That's the whole difference between one person and four.
—— How it works
Watch a small accounting firm run one client from inquiry to paid — and see who had it at every step
One client, four people, one record. The proposal, the engagement letter, the job, the review, the organizer, the bill — and the owner changing at each step. Nothing retyped, nothing sitting in somebody's inbox, nobody asking where it got to.
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01 · Proposal
Priced and sent
Priced from the rate card and sent to Hayworth & Lee. They accept online — no PDF back and forth.
Owned by S. Kwan
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02 · Engagement letter
Assembled and signed
Built from the clause library the moment the proposal is accepted. Signed the same day.
Owned by D. Lin
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03 · Job
Work created
The 1120-S, 1040 and monthly bookkeeping land on their templates. Deadlines set themselves.
Owned by R. Torres
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04 · Review
Checked before it moves
The 1120-S moves to review before it ever reaches a client's inbox.
Owned by D. Lin
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05 · Organizer
Chasing itself
Sent to the portal. Six of nine items are back before anyone has to send a reminder.
Owned by J. Mora
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06 · Bill
Filed, billed, paid
Logged hours become the invoice. Paid from the same portal they uploaded to.
Owned by J. Mora
Same client record, start to finish. Four names, six steps, nothing waiting on a hand-off that didn't happen.
Firms of two to ten
Written for small CPA firms of two to ten — no ops manager, no IT function — that's who this is for
You have staff now — a preparer, a bookkeeper, someone seasonal from January. You still prepare and review yourself. There's no practice manager, no operations lead and no IT function, so every decision about how the firm runs lands on you, usually after the last return of the day.
Still the only one?
Solo practitioners and EAs →Past ten, adding managers?
Growing firms, 10 to 50 →The practice management software for small accounting firms your group chat was pretending to be
March 12. Four people. Nobody is certain who has the Hayworth 1120-S. This is the part of running a firm nobody sells software for — so you built it yourself, out of whatever was open.
One client record, four pairs of hands, one season
Wind back to the morning this client first emailed. Same record the whole way through — what changes is whose name is on it.
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Step 1
HAYWORTH DENTAL PCProspectIt arrives with a name on it
HAYWORTH DENTAL PC · Prospect · Owner J.M. · source: referral, Dr R. Alvarez
A referral email becomes a record instead of a note in one person's inbox, and it has an owner before anyone has discussed it.
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Step 2
HAYWORTH DENTAL PCProposal sentThe price is the firm's, not the person's
Proposal sent · $6,400 · priced by D.L.
Services come from the firm's service library and the fee off the rate card — so the quote doesn't depend on who happened to answer the phone. J.M. still owns the client.
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Step 3
HAYWORTH DENTAL PCEngagedThe letter signs, and the jobs assign themselves
Engaged 4:38 PM · 4 jobs created · owners set by template
1120-S and the 1040 to J.M. with D.L. reviewing, monthly books and the 1099 filing to R.T. Nobody allocated anything on Monday morning. This step does not exist in a firm of one.
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Step 4
HAYWORTH DENTAL PCCollecting infoTwo people asking becomes one request log
Client information · 9 of 9 received 3/06 · every request logged
The organizer goes to their portal, chases on its own, and records who asked for what — so the client is never asked for the same K-1 twice by two different people.
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Step 5
HAYWORTH DENTAL PCIn reviewThe handoff you can see
Moved to review 3/07 9:04 AM · with D.L. 2 days · reviewed 3/09
Prep finishes, the job moves to the partner, and the time it spent there is on the record rather than in somebody's head. This is the part of the season no firm currently measures.
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Step 6
HAYWORTH DENTAL PCPaidClosed, billed, and the margin visible in March
Filed 3/11 · 4.1 hrs against 5.0 budget · #2187 · paid 3/24
Your tax software files the return. Hours logged against the job become the invoice, they pay from the same portal, and realization is a number you see during the season instead of after it.
One record, four people, nothing entered twice and nothing waiting on a conversation.
Walk one of your own clients through it →Platform · Small accounting firms
Click through the platform a small accounting firm actually runs on
No sales call, and no "we'll schedule an implementation." Four people, none of them an admin, and nothing below needs one.
Jobs, tasks and deadlines
Every job, one owner, one date
- 2026 payroll reconciliation Done
- Form 1120-S — FY25 Due Mar 15
- Q1 estimated payments Not started
- 1099-NEC batch Not started
Getting started
No implementation project. Four steps, in the order your season allows.
Live on one client this week. The rest of the firm when you're ready.
You don't have an admin, and you can't stop preparing returns to do a rollout. So the order matters more than the feature list. Nothing below needs the step after it.
Connect and import
Sign in with Microsoft 365, point it at your SharePoint, import your client list. Nothing is configured — you just have every client in one place instead of four.
Put one service on a template, and say who does it
Take the service you do most. Set its steps, its deadlines, and the default owner and reviewer for each. Every client on that service inherits it. Ignore the other eleven services until this one runs.
Run one live client all the way through
Pick a client mid-cycle. Send the organizer, let it chase, move the job to review, watch the handoff appear on the record. That's the moment the argument stops being theoretical.
Turn on time, then billing
Timers on the jobs you already created. Once a week of hours is in, raise an invoice from them. Now you can see realization while the season is still running.
Everything else waits. Proposals and engagement letters can start with your next new client rather than on day one. Scheduling, e-signature and the client app switch on whenever you want them.
[ n ] minutes on the page rather than a guessed figure — per the §5.2 guard, we don't publish a timeline we can't stand behind.
Integrations
Your documents stay in your SharePoint. Your firm just gets a system around them.
Sits on top of the stack you already pay for.
Nothing here asks your firm to move its documents into somebody else's storage — which matters more when four people need to find them.
Built on Microsoft 365
Entra ID · Outlook · Teams · SharePointSign in with Entra ID, so it's the same login and the same MFA your firm already uses. Mail and calendar come from Outlook. Notifications land in Teams. Documents stay in your own SharePoint or OneDrive, in a defined folder structure per client, under your retention policy, in your tenant. And because access is your existing identity, adding a seasonal preparer in January and removing them in May is a permission change, not a data migration.
Accounting
Xero · QuickBooks Online
Invoices and payments sync both ways.
Payments
Stripe
Clients pay by card from the portal.
Outlook · Gmail
Outlook works in full through Graph. Gmail works for mail only — no calendar, no contacts.
The honest boundary
Your tax software stays exactly where it is. There is no US tax-prep integration today — 1040s, 1120s and e-filing happen where they happen now, and FigsFlow runs the practice around them.
What's connected, and what's on the list →Security, in the terms a small firm actually needs
Every US preparer is a financial institution under GLBA, and IRS Publication 4557 asks for a Written Information Security Plan whether you have one employee or fifty. The controls that plan has to describe are how FigsFlow works by default. The plan is still yours to write and yours to own.
Delta from solo: the Entra offboarding line and the role-based-access sentence. Both are meaningless with one person and decisive with four.
Proof
No logo wall. Here's what we can actually show you.
Built inside working practices, not on a product roadmap.
FigsFlow was built inside two working practices — the workflows came from partners running real deadlines, not from a roadmap. Every module started as something a firm needed on a Tuesday.
Framed as practitioner origin — not a customer logo, and no accountancy service named or promoted.
“
[ Dummy quote, 25–35 words, from a firm of 3–8, about handoffs or partner review time rather than features ]
[ Name ] · [ Role ] · [ n ] staff · [ n ] clients · [ Country ]
Founding-customer programme
We're taking on a small group of US firms this quarter — a direct line to the product team, your workflows built into the template library, and pricing locked for as long as you stay.
Pricing
What a firm of four pays, and what we haven't built yet
Per user, per month. No minimum seats, no implementation fee.
[ Tier name ]
$[ n ] per user, per month
For a firm of four that's [ what's included ].
Not in the US version yet
Accurate as of [ MM/DD/YYYY ]
- Client due diligence and AMLUK only. Not planned for the US.
- US tax software integrationsNone today. On the roadmap; nothing to announce.
- IRS transcript retrieval and registry lookupsNot available.
- E-signatureCovers 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 invoicingQ4 2026. Billing runs through Xero or QuickBooks Online today.
- Team and capacity viewQ4 2026. Today you see every job's owner and due date on one board, which surfaces a slip as it starts rather than three days later.
- US workflow template library[ status ]. The template builder is live either way.
Ready when you are
See it on one of your own clients, not a demo account
Bring a client you're currently chasing.
We'll set up one real client, one real service, and one handoff between two of your people. If it doesn't make the next fortnight easier, you've lost half an hour.
Smaller than this? Firms of one†. Bigger? Ten to fifty†. Already have a proposal tool and want the practice side? That page is written for you†.
† Slug inferred from the site's existing naming pattern — confirm against the live nav before publishing. /us/solo-and-ea/ is the one confirmed URL of the three.
Start Smarter. Grow Faster.
From proposals to pricing, streamline every step with automation designed particularly for accountants, bookkeepers and tax advisers.
