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FigsFlow

Feature

Simplify Team Management with FigsFlow

Effortlessly manage your team with FigsFlow’s intuitive team management tools. Assign roles, set permissions and maintain secure access to ensure smooth collaboration across your practice.

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

Excellent Reviews by Financial Professionals

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G2 Reviews 5.0 ★ ★ ★ ★ ★ Read our reviews on G2
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Trustindex Reviews 4.7 ★ ★ ★ ★ ★ Excellent based on 70+ reviews

Overview

Effortless Team Management for Accountants, Bookkeepers & Tax Advisers

FigsFlow provides role-based access management for accountants, bookkeepers and tax advisers. Assign precise roles, customise permissions and protect sensitive data while fostering collaboration and compliance.

Accountants

Accountants

With role-based access, accountants can assign proper permissions to their team members and ensure smooth workflow.

Bookkeepers

Bookkeepers

With FigsFlow, bookkeepers can ensure consistent practices and secure access to essential tools for efficient bookkeeping processes.

Tax Advisers

Tax Advisers

Tax advisers can manage roles dynamically through FigsFlow. This supports the building of tailored strategies for tax advisory tasks.

Benefits

Discover the Benefits of Managing Teams with FigsFlow

Enjoy seamless collaboration with FigsFlow’s specialised features for team management. Set up roles, customise permissions and ensure secure access to maintain efficiency and compliance in your organisation.

Improved Security

Improved Security

Safeguard sensitive client data with precise role-based access control, limiting exposure to unauthorised users.

Enhanced Collaboration

Enhanced Collaboration

Encourage teamwork with permissions designed for streamlined workflows and efficient task sharing.

Quick Onboarding

Quick Onboarding

Get new team members up and running immediately by assigning predefined roles and permissions.

Access Control

Access Control

Tailor roles and permissions to align with your organisation’s specific needs, ensuring flexibility and security.

Teamwork

Unlock Seamless Team Management with FigsFlow

Let FigsFlow’s powerful features help you ensure smooth collaboration among your team members, secure data and boost operational efficiency.

Access

Role-based Access Control

Easily assign roles like admin or manager, or define custom roles, to streamline permissions and maintain security of sensitive information.

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Role

Custom Role Creation

Create unique roles tailored to your practice needs with specific permissions for various modules and features.

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Permission

Granular Permission Management

Permissions could be set at module, feature or action level (e.g., view-only, edit, delete, create).

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Dashboard

Centralised User Dashboard

Manage all users in one location. Add, remove and deactivate accounts conveniently from one intuitive dashboard.

Learn More

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Revolutionise Teamwork and Supercharge Efficiency with FigsFlow’s Team Management Features!

Why FigsFlow is the Team Management Software You Need?

See how FigsFlow outpaces competitors in delivering efficient and secure role-based team management for accountants, bookkeepers and tax advisers.

FeaturesOthersFigsFlow
PricingStarts from around £19Starts from £10
SecurityOnly standard security availableEnhanced security available
Role AssignmentLimited options availableComprehensive options available
User ManagementLimited and fragmentedCentralised dashboard available
Team OnboardingRequires manual interventionInstant with predefined roles
FigsFlow Rating

But there is so much more!

Get started and let FigsFlow fulfil your team 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.

Bibek P.

FigsFlow Customer (UK)

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.

Ron B.

FigsFlow Customer (UK)

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

Madela Sanjose

FigsFlow Customer (UK)

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

Lovela Scantte

FigsFlow Customer (UK)

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

Leonard Duncan

FigsFlow Customer (UK)

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

Bdodge Malik

FigsFlow Customer (UK)

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!

Frequently Asked Questions

Got questions? We’ve got answers.
Explore our FAQs to learn how FigsFlow supports your team management and boosts efficiency.

Can I use FigsFlow to manage permissions for specific actions?

<p>Absolutely. Permissions can be managed at the module, feature, or action level, ensuring complete control.</p>

How does FigsFlow ensure security?

<p>FigsFlow implements precise role-based permissions to safeguard sensitive client data effectively.</p>

How quickly can I onboard a new team member on FigsFlow?

<p>New team members can be onboarded within minutes by assigning predefined roles.</p>

Can I customise roles and permissions on FigsFlow?

<p>Yes, FigsFlow allows you to create custom roles and granular permissions tailored to your needs.</p>

Is there a way to manage all users centrally on FigsFlow?

<p>Yes, FigsFlow’s centralised user dashboard allows you to manage users from a single, intuitive interface.</p>

Still have questions?

Let our team of experts help you with your queries.

Extended Features to Elevate Your Team Management

Unlock the full potential of your team with FigsFlow’s tools designed to simplify and enhance every aspect of your team management process.
From seamless role assignment to detailed permissions control, FigsFlow is designed to boost collaboration, enhance productivity and safeguard data, all from one easy-to-use platform.

Custom Permissions

FigsFlow’s flexible permission settings allow you to create customised access levels tailored to your team’s needs.

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Effortless Role Assignment

FigsFlow lets you define clear roles, ensuring the right people have the right permissions, all without the hassle of manual configuration.

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Centralised Team Collaboration

With FigsFlow, you’ll share tasks, track progress and communicate seamlessly, all within one platform.

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Advanced Security

FigsFlow’s robust security features limit exposure, ensuring that only authorised team members have access to sensitive information.

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Aren’t You Tired of Managing Your Team the Hard Way?

Unlock seamless collaboration, ultimate security and total control with FigsFlow!

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
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Letter of representationDue 30/09Due
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