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FigsFlow

Seamless Proposal Generation

Create Excellent Proposals Easily & Swiftly

Develop comprehensive and professional proposals effortlessly with our library of predefined templates. Add pricing, service terms and client-specific details to ensure your proposals are complete.

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

Excellent Reviews by Financial Professionals

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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

Create Proposals Quickly & Easily

customisable templates

Custom Templates

Get started quickly with a wide range of pre-built customisable templates designed specifically for accounting, bookkeeping and tax professionals.

Real-Time Edits

Collaborate with your team in real time to make instant updates to your proposals, ensuring precision and enabling quick turnarounds.

Real-time Edits
Instant Pricing Updates

Instant Pricing Updates

Add accurate, scalable pricing models directly and instantly to proposals for greater transparency and professionalism.

Branding Integration

Reflect your firm’s identity with custom logos, colours, fonts, and layouts for a polished, professional look.

Branding Integration

Advanced Features

Simplify Your Proposal Process

FigsFlow revolutionises proposal creation for accounting, bookkeeping, and tax professionals. Ditch tedious manual work and embrace a user-friendly tool that delivers professional proposals in minutes.

Advanced Search

Create custom filter based on your requirements.

Contact Selection

Contact Selection

Quickly search and select a point of contact using a streamlined search bar.

Add Notes

Add Notes

Add personalised notes to services to capture essential details.

One-Stop Interface

One-Stop Interface

Easily generate proposals from a single interface.

Template Options

Template Options

Wide range of customisable proposal templates to choose from.

The Secret to Effortless Proposals

Create flawless proposals tailored to your clients’ needs in just a few clicks. With FigsFlow, automate the proposal generation process and streamline your workflow to save time and boost efficiency.

Without FigsFlow

  • Effortless proposal creation
  • Centralised communication
  • Customisable templates for consistency & branding
  • Instant live editing for quick updates

With FigsFlow

  • Effortless proposal creation
  • Centralised communication
  • Customisable templates for consistency & branding
  • Instant live editing for quick updates
FigsFlow Rating

Say Goodbye to Hassle

With pre-loaded templates and real-time editing options, start drafting the proposals of your dreams instantly!

  • 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!

Instant Proposals, Zero Hassle

Generate polished proposals with just a few clicks!

figsflow trial & book a demo

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
Add a document
Scan with the cameraEdges cropped automatically
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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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