Every role is yours. Automate the ones nobody pays you for.
FigsFlow runs the entire client cycle on a single client record — CRM, proposals, engagement letters, jobs and deadlines, client requests, documents, time and billing — so a firm of one runs a full practice without hiring admin support.
The practice management software your spreadsheet was pretending to be
None of them talk to each other. This is the part of the practice nobody sells software for — so you built it yourself, out of whatever was open.
The 1040s are the easy part. It's the chasing, the retyping, the not-forgetting that eats the season. And there's nobody to hand any of it to.
Six tabs, one object. The email, the deadline, the letter, the note, the proposal and the invoice — kept current by the work itself.
How one client record runs a solo practice, from inquiry to payment
Six tabs became one record. Here's what that actually changes — nothing below is a hand-off you have to make.
A referral emails you. It becomes a record, not a note.
MILLER CONSULTING LLC · Prospect · created todayEverything after this happens on top of it.
You pick the services. The price comes from your rate card, not your gut.
Proposal sent · $4,800 · 1120-S + 1040 + quarterly bookkeepingThey accept online — no PDF back and forth.
The letter builds itself from what they just accepted.
Engaged · signed 2:14 PMSame services, same fee, same scope. They e-sign it. You never opened Word.
Signature fires the jobs. Deadlines land without you typing one.
3 jobs · next deadline Mar 151120-S with its March date, the 1040 with April, bookkeeping monthly — straight onto the calendar.
Anything missing chases itself. You stop being the reminder.
Awaiting client · 6 of 9 items receivedYour organizer goes to their portal — no login for them to create. They upload from a phone camera.
The hours you logged become the invoice. A/R stops being a Sunday job.
Filed Mar 11 · Invoice #1042 · Paid Mar 19You file. They pay from the same portal they uploaded to.
One record, one client, one season. Nothing entered twice, nothing waiting on a second person.
See this run on your own clients →Explore the platform a solo accounting practice actually runs on
No sales call. No "let's loop in your ops person." There is no ops person. There's you. Everything below is clickable.
Reconcile your current process against one client record
Tick what you actually run. The left column is your practice; the right is the same work on one record.
Your tax software still files the return. Everything either side of it — winning the client, running the job, getting paid — is the part that stops being eight logins. Some firms arrive replacing four subscriptions at once; most start with one.
What to set up first, and how long each part honestly takes
You are the implementation team. So the order matters more than the feature list. Nothing below needs the step after it.
Sign in with Microsoft 365, point it at your SharePoint, import your client list. Nothing is configured yet — you just have your clients in one place.
Take the service you do most — 1040s, or monthly bookkeeping — and set up its steps and deadlines once. Ignore the other eleven services until this one works.
Pick a client who will actually respond. Send the request through the portal instead of email. Watch it chase them for you. That's the moment most solo firms decide.
Timer on the jobs you already created. Once a week of hours is in, raise an invoice from them. Now the loop is closed.
Everything else waits. Proposals and engagement letters can come at your next new client rather than on day one. A firm of one does all four alone, in the order that suits their season — and nothing gets rebuilt when you hire.
Software that doesn't ask you to move your files to yet another cloud
Nothing here asks you to move your documents into someone else's storage.
Every US preparer is a financial institution under GLBA, and IRS Publication 4557 asks you for a Written Information Security Plan whether you have one employee or fifty. The controls that plan has to describe — SSO, MFA, role-based access, audit logging, defined retention, documents in a tenant you control — are how FigsFlow works by default. The plan is still yours to write; this gives you most of the answers to put in it.
What a firm of one pays, and what's live in the US today
No implementation fee, no onboarding package to buy, no minimum seat count, no annual prepayment demanded up front.
Accurate as of 08/17/2026. E-signature covers engagement letters, proposals, consents and firm documents — not Form 8879 or 8878, because IRS Publication 1345 requires knowledge-based authentication for remote e-signature on those, and we don't provide it.
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 — the one with the missing 1099.
Start Smarter. Grow Faster.
From proposals to pricing, streamline every step with automation designed particularly for accountants, bookkeepers and tax advisers.
