All-in-One Control Hub
Stay Organised with FigsFlow
Simplify your workflow with a centralised dashboard that lets accountants, tax advisers and bookkeepers track, manage, and organise all your engagement letters — drafts, live letters and signed agreements — in one place.
Excellent Reviews by Financial Professionals
G2 Reviews · 5.0 · Read our reviews on G2 ★ ★ ★ ★ ★
Trustpilot · 5.0 · Read our reviews on Trustpilot ★ ★ ★ ★ ★
Trustindex Reviews · 4.7 · Excellent based on 70+ reviews ★ ★ ★ ★ ★
- 30-day free trial
- Competitive Prices
- Cancel anytime
Make Your Engagement Letter Workflow Convenient and Efficient
Centralised Dashboard
Access and manage all engagement letters from one convenient place, ensuring no document slips through the cracks.
Real-Time Updates
Track the status of engagement letters, whether they’re in draft, under review, or fully signed, and track changes.
Team Collaboration
Enable seamless collaboration by allowing team members to work together on drafts and monitor document progress without confusion.
Status Overview
Gain a clear view of where each engagement letter stands — drafted, sent or signed — with an intuitive interface.
Advanced Features
Optimise Your Engagement Letter Management Process
Take control of your engagement letter workflow with FigsFlow’s powerful features designed to simplify and streamline document management. From tracking statuses to managing multiple clients, FigsFlow ensures every step is efficient.
Identify Signatories
Quickly identify and review signatories of any engagement letter.
Email Tracking
Track the status of sent emails – sent, delivered, viewed or signed.
Manual Deal Won/Lost Options
Easily mark deals as won or lost and get full control over deal status updates.
Live & Won Data
Monitor when the engagement letter was made live or won.
Digital Signature Capture
Ensure a secure digital signature is captured on every won letter.
Centralised Management & Complete Overview
Track and manage all your engagement letters in one centralised dashboard. FigsFlow’s intuitive dashboard allows you to stay organised, track progress and collaborate seamlessly with your team, saving you time and ensuring no document gets lost.
| No. | Without FigsFlow | With FigsFlow |
|---|---|---|
| 01 | Centralised dashboard for easy access and management | Centralised dashboard for easy access and management |
| 02 | Real-time status tracking | Real-time status tracking |
| 03 | Seamless collaboration with team members | Seamless collaboration with team members |
| 04 | Detailed activity logs to monitor documents | Detailed activity logs to monitor documents |
But there is so much more!
Get started and let FigsFlow fulfil your engagement management needs!
- 30-day free trial
- Competitive Prices
- Cancel anytime
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 changed how we produce our engagement letters and proposals. It is easy to setup and use - has pre-built templates for ACCA. The good think we like about the software is that it is easier to edit and make changes in each proposal and engagement letter as per client needs.
Another feature that was really helpful was when sending proposal for multiple inviduals and companies, it generates one proposal but multiple engagement letter to each entity and person as required by ACCA. This saved lots of time for single proposal for same family members and group companies.
Ron B.
Ability to edit each proposal and enagement letter is the best feature. We have templates, but each client want something to change which can be done instantly in FigsFlow.
Madela Sanjose
Figsflow blogs have become a trusted source of information for me as an accountant, especially when it comes to Making Tax Digital. Their full MTD guide breaks down digital record-keeping, quarterly reporting, and software compliance in a way that actually makes sense, making the whole preparation for transition doable for both me and my clients. I also like their broader topics, automation, onboarding tips, and HMRC updates which support the day-to-day work I do.
Lovela Scantte
As an accountant I’ve tried many onboarding tools, but FigsFlow is the best. It generates compliant proposals in under a minute and creates customisable engagement letters, transforming our workflow. Pre-loaded templates (meeting the standards of ACCA, ICAEW, CIOT, etc.) support compliance and save hours.
FigsFlow is a profit booster. Highly recommended. Try the free 30-day trial: you won’t regret it.
Leonard Duncan
Loving the experience so far..... The nice feature is that each Proposal or Engagement letter can be customised different from the template, making few client specific changes.
In the morning at my firm, I quickly list all my engagement letters in draft and send them one by one, after fine tuning them.
Bdodge Malik
Perfect for saving time and staying organized!
The software is super easy to use—customizing templates, sending documents, and getting client approvals all happen in no time. It’s professional, efficient, and takes the hassle out of managing client interactions. Perfect for saving time and staying organized!
Never Lose Track Again!
Manage drafts, live letters and signed engagement letters from one dashboard.
