For Accountancy, Tax Advisory & Bookkeeping Firms
Proposal, Pricing, Engagement & AML Software
100+ pre-built templates for proposals, compliant engagement letters, and advanced pricing calculators. Everything your accountancy firm needs to win premium clients and focus on billable work.
From proposals to AML checks to payments—our complete onboarding software covers it all.
No Card Needed · Cancel Anytime · Full Customer Support
Grow with FigsFlow - Win Clients Faster
Professional Proposals That Win Clients
Regulatory-Compliant Engagement Letters
Advanced Pricing Calculator for Accuracy & Consistency
AML Checks and Risk Assessment Automation
Automation & Integrations for Maximising Efficiency
Built-in E-Signature to Automate Chasing Signature
See FigsFlow in Action
Generate professional proposals within seconds and boost your leads-to-client ratio – all with the help of FigsFlow.
Excellent Reviews by Accountants, Bookkeepers & Tax Advisers
G2 Reviews
5.0 ★★★★★
Read our reviews on G2
Trustindex Reviews
4.9 ★★★★★
Excellent based on 35 reviews
Reimagine Your Workflow
Stop Losing Profit to Poor Proposals & Weak Engagement Letters
Lack of confidence, non-billable work, poor proposals and vulnerable engagement letters all contribute to eroded profit margins, whereas professional proposals and authoritative, clear engagement letters help establish confidence, set boundaries and protect profitability from the start. That's why FigsFlow is here to help you.
For Accountants
Professional Proposals
Generate tailored proposals with full service descriptions, scope and fee clarity in seconds.
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Compliant Engagement Letters
Generate engagement letters pre-built to comply with the standards of all major accountancy bodies.
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Easily Standardised Fees
Use our advanced pricing calculator to apply fixed, variable or value-based fees easily and consistently.
Learn MoreFor Bookkeepers
Instant Bookkeeping Proposals
Generate proposals with clear breakdowns for data entry, bank reconciliations, management accounts etc.
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Built-in E-Signatures
Get engagement letters signed directly through the platform. No more printing and scanning hassle.
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Service-Level Pricing
Set up service-level pricing that reflects bulk or multi-service deals and offer discounts easily.
Learn MoreFor Tax Advisers
Comprehensive Tax Proposals
Quickly generate proposals for all tax advisory services using FigsFlow's range of pre-developed templates.
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Ad Hoc Tax Advice LOE Templates
Get ready-to-use and updated engagement letter templates for ad hoc tax advice services.
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In-built Contingent Fee Calculator
For contingent tax advisory services, we have built-in fee calculator providing maximum flexibility.
Learn MoreAll This Could Be Yours
You'll not only be able to feel the impact of FigsFlow; you'll be able to measure it in saved hours, increased productivity, and reduced workload.
100
Pre-Built Customisable Templates
50
Boost Leads Response Time
2
For Extra Security
3.5
Saved Per Day on Client Follow-ups
90
Daily Working Time Saved on Proposals & LoEs
51
Workload Reduction with Automation & AI
*Based on user feedback and internal analysis.
Why Choose Us
One Platform, Endless Possibilities
We provide everything you could possibly need to create professional proposals, engagement letters and pricing calculator.
Automation Tools
Proposal Management
AML & Risk Assessment
Engagement Letter Management
Pricing Solutions
Reporting & Analytics
We're Compliant With
We are built to meet the standards of leading accountancy and tax bodies. Every proposal and engagement letter you generate is backed by a guarantee to keep you compliant, your clients confident and your reputation protected.
ACCA · CIOT · CIMA · ICAEW · ATT · AAT · & Many More
Proposals, Pricing & Engagement Letters Sorted
With FigsFlow's professional proposals, built-in engagement letters, advanced pricing calculator, and clear task-by-task breakdown, you can charge your full rate, make clients aware of every billable item, and get paid for every second you work.
Win Clients Faster
Professional Proposals
Everything from layout to branding – simplified, beautified and ready to send in seconds.
- Professionally branded proposals
- Custom fees, services and templates
- Propose once, cover all
- Built-in automated tracking
- Expedite lead response time
Compliance Covered
Regulatory Compliant LOEs
Stay fully aligned with ACCA, ICAEW, AAT, CIMA, ATT, CIOT & other institutions you require.
- Regularly updated latest services engagement letters
- Regulatory body-specific engagement letters
- Engagement letter only feature
- Built-in e-signature to automate chasing signature
- Customise as per client's requirements
Charge with Confidence
Advanced Pricing Calculator
Bill your clients the fees that generate healthy profits to your firm with in-built value pricing while maintaining healthy client relationships.
- In-built pricing engine for fee quoting
- Auto-adjusted to service packages and bundles
- Flexible discounting options
- Avoid scope creeping
- Transparent pricing
Enhancement, Not Replacement
Easy Integration With Your Accounting Tech
With FigsFlow, you don't need to overhaul your tech stack or learn yet another tool. Instead, it integrates into your existing accounting system, so your client data, tasks and workflows stay in sync without effort.
Trusted by Practitioners Just Like You
Hear What Others Have to Say
Take a look at the real ways accountants, bookkeepers and tax advisers have achieved faster growth, streamlined workflows and elevated profits with FigsFlow.
Bibek P.
FigsFlow Customer (UK)
FigsFlow changed how we produce our engagement letters and proposals. It is easy to setup and use, with pre-built templates for ACCA, and it's easier to edit each proposal and engagement letter as needed.
Ron B.
FigsFlow Customer (UK)
Ability to edit each proposal and engagement letter is the best feature. We have templates, but each client wants something changed, which can be done instantly in FigsFlow.
Madela Sanjose
FigsFlow Customer (UK)
FigsFlow blogs have become a trusted source of information for me as an accountant, especially around Making Tax Digital, automation, onboarding tips, and HMRC updates.
Lovela Scantte
FigsFlow Customer (UK)
FigsFlow generates compliant proposals in under a minute and creates customisable engagement letters, transforming our workflow with pre-loaded templates meeting ACCA, ICAEW, and CIOT standards.
Leonard Duncan
FigsFlow Customer (UK)
Each proposal or engagement letter can be customised differently from the template, making client-specific changes quick and easy each morning.
Bdodge Malik
FigsFlow Customer (UK)
The software is super easy to use, customising templates, sending documents and getting client approvals all happen in no time. Professional, efficient and organised.
Discover Your Savings with FigsFlow
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The ultimate solution for fast and easy proposal creation.
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Learn, Explore, Grow
All the Other Resources Waiting for You
Whether you're fine-tuning a proposal or learning about global practices, FigsFlow gives you easy access to the resources that keep you sharp, compliant and ready for anything.
Blog Insights
Expert tips, updates and strategies to help you stay ahead in the accountancy world.
Explore NowDocuments Centre
Download fully formatted minutes, letters and other documents in just a click.
Explore NowEssential Checklists
Practical checklists to streamline accounting and tax compliance workflows.
Explore NowGuides & Help Docs
In-depth walkthroughs, FAQs, and guides to help you get the answers you need.
Explore NowQuick Answers
FAQs to Keep You Moving
Got questions? We've got answers. Explore our FAQs to learn how FigsFlow simplifies your workflows and boosts efficiency.
What is FigsFlow and who is it for?
Which regulatory standards do FigsFlow's proposals and engagement letters follow?
Can I customise FigsFlow's templates to suit my needs?
Do I need to be tech-savvy to use FigsFlow?
What kind of support and resources does FigsFlow offer?
Start Smarter. Grow Faster.
From proposals to pricing, streamline every step with automation designed particularly for accountants, bookkeepers and tax advisers.