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FigsFlow

Professional Proposal Library

Customisable Templates to Tailor for Your Clients

Leverage FigsFlow’s Professional Proposal Library to create proposals that not only save you time but also impress clients. Designed for accountants, bookkeepers and tax professionals, FigsFlow’s intuitive tools help you edit, customise and deliver seamless proposals.

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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

Features That Set Us Apart

Extensive Library Template

Extensive Template Library

Choose from a variety of templates tailored to accounting, tax and bookkeeping services. Simplify your work and make your workflow efficient.

Easy Customisation

Easy Customisation

Personalise each template with your branding details, services and pricing to align with client requirements and ensure consistency.

Fast Proposal Creation

Fast Proposal Creation

Save time by eliminating the need to draft each proposal from scratch and start delivering high-quality proposals instantly.

Client-Focused Templates

Client-Focused Templates

Access proposal formats designed to win clients by showcasing value clearly and effectively. Ensure maximum clarity and understandability.

Advanced Features

Transform How You Use Proposal Templates

Get access to a vast template library that provides an extensive collection of pre-built, customisable templates that ensure you are able to draft proposals are polished, professional and client-focused in a matter of minutes.

Import Template

Import Template

Import pre-made proposal templates from library to quickly create proposals.

Rich Text Editor

Rich Text Editor

Enhance proposals with a rich text editor that allows for advanced formatting.

Custom Fields

Custom Fields

Add custom fields to proposals for tailored data inputs.

Drag & Drop

Drag & Drop

Effortlessly rearrange proposal elements with drag-and-drop functionality.

The Secret to Successful Proposals

The Secret to Successful Proposals

Adjust colours, fonts and more to create a consistent and professional look.

The Secret to Effortless Proposals

Effortlessly create compliant and professional proposals tailored to your services and brand identity. Choose from our ready-to-use templates, customise them to suit your needs and deliver winning proposals in minutes.

No.Without FigsFlowWith FigsFlow
01Access to pre-built professional templatesAccess to pre-built professional templates
02Fully customisable to match your brand and servicesFully customisable to match your brand and services
03Standardised formatting for consistencyStandardised formatting for consistency
04Fast revisions and effortless client deliveryFast revisions and effortless client delivery
FigsFlow Rating

Unlock the Vault Right Now

Unlock instant access to a vast library of professional templates by signing up for FigsFlow right now!

  • 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!

Elevate Your Proposals

Save time and wow clients with beautifully crafted proposals using FigsFlow’s templates!

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
Ready to sign
Engagement letter 20263 signatories · you are firstSign
Audit trailIP, device and timestamp recordedOn
Also waiting
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
Upload Sign Pay Ask
Your services
Annual accountsYear end 31/03/2026Live
VAT returnsQuarterly · next 07/10Filed
PayrollMonthly · 14 employeesCurrent
Your team
Amara · ManagerUsually replies within a day
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9:41
DocumentsStored in your SharePoint
Recent
Bank statement — AugUploaded by camera · 2 MBSynced
Sales ledger Q3Shared by AmaraNew
Accounts 2025Signed 14/06/2025Final
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9:41
MessagesAmara · Manager
This job
Re: VAT Q3Amara · 2 hours agoNew
Statement attachedYou · yesterday
Next deadline
VAT Q3 filing07/10/2026 · 15 daysSoon
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