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FigsFlow

Flexible Engagement Letter Customisation

Tailor Engagement Letters to Suit Your Clients’ Needs

Customise your engagement letters effortlessly with FigsFlow’s flexible templates. Modify terms, conditions, clauses and other sections to suit individual client requirements while also maintaining full regulatory compliance.

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Excellent Reviews by Financial Professionals

g2 icon logo 100x100 1G2 Reviews · 5.0 · Read our reviews on G2 ★ ★ ★ ★ ★Trustpilot IconTrustpilot · 5.0 · Read our reviews on Trustpilot ★ ★ ★ ★ ★Trustindex IconTrustindex Reviews · 4.7 · Excellent based on 70+ reviews ★ ★ ★ ★ ★

  • 30-day free trial
  • Competitive Prices
  • Cancel anytime

Create Personalised Engagement Letters in Minutes

Compliance While Customising

Compliance While Customising

With FigsFlow, customisation doesn’t compromise on compliance. With pre-built compliance clauses, your engagement letters always meet standards.

Full Control

Full Control

Modify key elements of your engagement letters such as scope, timelines, fees and deliverables as you see fit.

Easy & Real-Time Modifications

Easy & Real-Time Modifications

With FigsFlow, customising your engagement letters to reflect your client’s unique terms is fast and straightforward.

Effortless Clause Adjustments

Effortless Clause Adjustments

Tailor your engagement letters by adding or removing clauses as needed. FigsFlow lets you adapt and adjust templates without hassle.

Advanced Features

Powerful Tools for Customising Engagement Letters

FigsFlow offers a range of powerful features designed to make customising engagement letters quick and easy. You can adjust every detail of your engagement letters and ensure that they align with your unique requirements.

Template Options

Template Options

Choose from a diverse selection of customisable templates.

Real-Time Customisation

Real-Time Customisation

Quickly adjust the terms and conditions of engagement letters in real time.

Multi-Signatory Support

Multi-Signatory Support

Allows multiple signatories, perfect for companies with several partners or directors.

Rich Text Editor

Rich Text Editor

Offers advanced formatting options for the creation of professional documents.

Create Extraordinary Engagement Letters with Ease

FigsFlow allows you to create professional engagement letters tailored to each client’s needs, all while ensuring full regulatory compliance. Customise every detail with ease, streamline the approval process and create polished agreements in minutes.

No.Without FigsFlowWith FigsFlow
01Fully customisable engagement letters tailored for each clientFully customisable engagement letters tailored for each client
02Quick, real-time editsQuick, real-time edits
03Full compliance with legal standardsFull compliance with legal standards
04Seamless engagement letter drafting processSeamless engagement letter drafting process
FigsFlow Rating

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 Customer (UK)

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.
FigsFlow Customer (UK)

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 Customer (UK)

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
FigsFlow Customer (UK)

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
FigsFlow Customer (UK)

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
FigsFlow Customer (UK)

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!

No More One-Size-Fits-All Letters!

Get the flexibility you need for every engagement letter. Customise your agreements to perfection!

figsflow demo & trial

See it run on your own practice.

Screen-shared, using your services, your client mix and your deadlines. You will see where FigsFlow fits, and where it does not.

Design previews, not a shipped build — we will tell you on the call what is live today.

9:41
SignatureEngagement letter
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Engagement letter 20263 signatories · you are firstSign
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Letter of representationDue 30/09Due
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9:41
Tasks3 open
Upload bank statementsVAT Q3 · due todayDue
Sign engagement letterOnboarding · due 05/09Sign
Approve VAT returnQ2 · due 07/09Review
Confirm payroll changesAugust · doneClosed
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9:41
Client portalRidgeline Foods Ltd
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Annual accountsYear end 31/03/2026Live
VAT returnsQuarterly · next 07/10Filed
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Amara · ManagerUsually replies within a day
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DocumentsStored in your SharePoint
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Bank statement — AugUploaded by camera · 2 MBSynced
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Re: VAT Q3Amara · 2 hours agoNew
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VAT Q3 filing07/10/2026 · 15 daysSoon
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