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Built for accountants, bookkeepers and tax professionals

Get more done with ready-to-use templates.

Professionally designed, fully editable templates for proposals, engagement letters and pricing, built to save time and win over clients.

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Engagement letter

10 templates

Agreement

Coming soon

Frequently used by teams like yours

Top templates chosen by experts.

These top-performing templates are trusted by users: refined, reliable and ready to use.

Global

Month-end close, client information available

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Global

SOC 2 logical access and network security workflow

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Everything you need, all in one place

View the full template library.

Browse the full collection of templates you can download, edit and use to power your workflow.

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Global

Month-end close, client information available

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Global

SOC 2 logical access and network security workflow

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Global

SOC 2 change management and software development

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Global

SOC 2 control activities pack, corporate governance and human resource

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Created for regulated practice

Fully compliant with UK practice standards.

Work with confidence: our templates are shaped by best practices and trusted UK standards.

  • ACCA
  • CIOT
  • CIMA
  • ICAEW
  • ATT
  • AAT

And many more.

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Quick answers

FAQs to keep you moving.

Got questions? Explore our FAQs to learn how FigsFlow simplifies your workflows and boosts efficiency.

What templates are available on FigsFlow?

FigsFlow offers a wide range of templates, including engagement letters for annual accounts, corporation tax returns, VAT returns, proposals and pricing documents.

Can I customise the templates?

Yes. All templates are fully editable in Word or PDF format, so you can personalise them to suit your client needs and services.

Are the templates compliant with UK regulations?

Yes. All our templates are designed to meet the necessary UK accounting and tax regulations, ensuring compliance and accuracy in your documents.

Can I use these templates for multiple clients?

Yes. Once downloaded, you can reuse and customise the templates for any client or project, saving time and effort on each engagement.

How does the template ensure compliance with regulations?

The template includes a GDPR compliance framework and comprehensive terms and conditions to help you meet regulatory requirements, so your proposals are professional as well as legally sound.

Start saving time with our templates today.

Simplify your workflow with automation built specifically for accountants, bookkeepers and tax advisers.

  1. ✓ 30-day free trial
  2. ✓ No card required
  3. ✓ Fully editable
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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.

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