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FigsFlow

Regulatory-Compliant Templates

Access & Customise Templates That Meet Regulatory Standards

Generate professional, regulatory-compliant engagement letters with ease. Our templates are designed for accountants, tax advisers and bookkeepers, and meet all the standards set by ACCA, CIOT and other regulatory bodies.

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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 Professional Engagement Letters Quickly

customisable templates

Customisable Templates

Get instant access to a wide range of ready-to-use, fully customisable templates designed for accountants, tax advisers, and bookkeepers.

Pre-built Compliance

Pre-built Compliance

Each engagement letter template comes pre-loaded with clauses for terms of service, limitation of liability clauses and confidentiality agreements for full compliance.

Seamless Collaboration

Seamless Collaboration

Collaborate effortlessly with your team in real time with FigsFlow’s live editing features to review, edit and finalise engagement letters.

Digital Signatures

Digital Signatures

Speed up the approval process by allowing clients to sign engagement letters digitally. Reduce delays and enhance client satisfaction with seamless digital signing.

Advanced Features

Streamline Your Engagement Letter Process

FigsFlow redefines how accountants, tax advisers and bookkeepers generate engagement letters. Our user-friendly platform helps you avoid the complexity of manual letter creation and guarantees compliance every time.

Import Templates

Import Templates

Access a library of pre-made engagement letter templates.

Built-in Compliance

Built-in Compliance

Access templates compliant with ACCA, CIOT and other regulatory standards.

Smart Placeholders

Smart Placeholders

Use dynamic placeholders to add details specific to your clients and firm.

Content  Customisation

Content Customisation

Easily customise templates with text, images and more.

Theme Customisation

Theme Customisation

Select themes to reflect your brand & provide a professional look.

The Secret to Flawless & Compliant Engagement Letters

Simplify the creation of engagement letters with FigsFlow’s pre-loaded templates. Designed by professionals for working professionals, these templates save time and ensure compliance with the standards of ACCA, CIOT and other governing bodies.

No.Without FigsFlowWith FigsFlow
01Regulatory-compliant templates that meet industry standardsRegulatory-compliant templates that meet industry standards
02Easy document creation with fully customisable templatesEasy document creation with fully customisable templates
03Seamless client approvals with integrated eSignaturesSeamless client approvals with integrated eSignatures
04Professional and consistent brandingProfessional and consistent branding
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!

Get Compliant in Minutes!

Start creating flawless engagement letters today with our ready-to-use, regulatory-compliant 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
HomeDocsTasksChatProfile
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
HomeDocsTasksChatProfile
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
HomeDocsTasksChatProfile
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
HomeDocsTasksChatProfile
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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