Solutions · Consolidating your stack
Three or four separate tools, and one person holding them together.
A proposal tool, an e-signature app, something for time, something for the client. Each one does its job well. The problem is never the tools — it's the handoffs between them, and the fact that every handoff has a person doing it by hand.
● Same client. Same week. Three answers.
The arithmetic
Four tools don't cost you four subscriptions. They cost you three seams.
A seam is the point where work leaves one system and has to be carried into the next — usually by a person, usually by retyping. Tools scale linearly. Seams don't. And unlike a subscription, a seam never shows up on the card statement.
If you have already decided the stack has to go, the full ledger-by-ledger breakdown lives here. This page is about the seams themselves — where they are, what falls through them, and which one to close first.
Interactive · Seam explorer
Pick a seam. See exactly what falls through it.
Every firm running a multi-tool stack has these four. Select one to see what crosses it today, what breaks in transit, and which part of FigsFlow removes the crossing entirely.
The agreed scope and fee
The proposal is accepted in one app. The engagement letter has to be produced in another, which knows nothing about what was just agreed.
Scope drifts on the way
Services get re-typed, one gets missed, and the letter the client signs no longer matches the proposal they accepted. The difference is only found at billing.
The letter is built from the accepted proposal
Nothing is re-entered, so nothing can drift between what was priced and what was signed.
Proposals Engagement lettersThe signal that work can begin
The client signs in the e-signature tool. The practice system has no idea. Someone has to notice, then go and create the job.
Days, quietly
The job sits uncreated until somebody checks the signing tool. Nobody is late — the work simply hasn't started, and no dashboard shows it.
Signature is the trigger, not the paperwork
The job, its tasks and its owner already exist the moment the signature lands. No second step, no second app.
E-signature and approvals Jobs and workflowTime, against the right engagement
Hours are captured in one tool and invoiced from another. The two have to be matched up before anything can be raised.
Recoverable work becomes an argument
Out-of-scope hours get discovered a month late, when the only options left are absorbing them or having an awkward conversation.
Time sits on the job it belongs to
Nothing is exported and re-matched, so scope creep is visible while it is still happening.
Time and billing Pricing and quotingEverything you need from the client
One login for documents, another for signing, an email thread for the questions in between.
The client opts out
Given three places to go, most clients pick the fourth: they email it. Now the record lives in an inbox instead of the file.
One place for the client to go
Requests, documents and approvals share a single login, chased automatically and filed to the job they belong to.
Client portal Forms and requestsBefore and after
Same work. One less thing carrying it.
Not a feature comparison — a shape comparison. The tools on the left may each be better than the module that replaces them. The line underneath is what changes.
A four-tool stack
Three hand-made connections
One system
One continuous record
What replaces the stack
One record, and everything the four tools were each holding a piece of.
These aren't integrations bolted together. They are parts of the same system, reading the same client and the same job.
Pipeline and client record
The enquiry becomes the client. No second system, no retyping at the point of conversion. CRM
Proposals and engagement letters
Priced, sent, signed and started as one continuous document trail. Engagement letters
Time and billing
Captured against the job, not exported to be matched later. Time and billing
Client portal and requests
One login for the client, chased automatically. Client portal
Firm reporting
One live number, assembled from the record rather than three exports. Reporting
What stays connected to what you already run
Consolidating the seams doesn't mean abandoning the systems your firm is genuinely built on. Documents can stay in your own SharePoint, and the API and webhooks are there for the rest. See what connects today on the integrations page — it states what's live rather than what's planned.
The sequence
You don't have to close all three seams at once.
Most firms move one seam at a time, keeping their existing tools live until the replacement has earned the switch. A FigsFlow specialist handles the migration during onboarding, so records move once rather than being exported and re-imported by your team.
Whichever handoff generates the most chasing this month. Usually signed-to-started.
Clients, open jobs and pipeline stages come across during onboarding, with help.
Keep the old tool live for as long as you need to trust the new one. Nothing is forced to cut over on day one.
Drop each subscription when its seam is closed — not before, and not all in the same week.
Proof, not promises
See it holding a real client record before you commit to anything.
Illustrative interface — see the real thing on a demo
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[ Practitioner quote about closing the handoff between tools — held empty until a named practitioner is cleared for use. ]
[ Name ] · [ Role ] · [ Firm size ] · [ State ]
Start where you are
Firms arrive at this from different directions.
If one of these describes your situation more precisely than "three or four separate tools" does, start there instead.
Before you switch
The questions firms actually ask at this point.
We only have three tools, not four. Is this still the same problem?
Do we have to replace everything at once?
What happens to the data in our current tools?
One of our tools does something FigsFlow doesn't. What then?
Is this built for US firms specifically?
Three or four tools, or one record. Start with whichever seam is costing you most this month.
Bring your current stack to the demo. We'll map the seams against what FigsFlow actually does today.
Start Smarter. Grow Faster.
From proposals to pricing, streamline every step with automation designed particularly for accountants, bookkeepers and tax advisers.