Role-Based Access Control
Secure Access, Simplified Control
FigsFlow’s Role-based Access Control feature empowers you to streamline access management by assigning specific roles such as admin, manager, or custom roles to users. This functionality ensures that sensitive information is only accessible to the right individuals.
Excellent Reviews by Financial Professionals
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 ★ ★ ★ ★ ★
- 30-day free trial
- Competitive Prices
- Cancel anytime
Access Management Made Simple
Custom Role Assignments
Create and personalise roles to fit your organisation’s needs so each user has the right level of access to sensitive information.
Real-Time Collaboration
Collaborate smoothly with your team members on developing proposals, engagement letters and more and give everyone the right access based on their role.
Centralised Permissions
Manage all user access from a single centralised dashboard, saving time, maximising convenience and eliminating confusion.
Enhanced Security
Protect sensitive data with robust, role-specific access controls. Ideal for accountants, bookkeepers and tax advisers who handle sensitive data.
Advanced Features
Streamlined Access Control
FigsFlow provides an easy-to-use role-based access system that simplifies managing team access and assigning roles. Forget about the hassles of endless emails and backs-and-forths and collaborate easily through FigsFlow.
Admin and Manager Roles
Give team leaders full access, allowing them to manage user permissions and settings.
Custom Role Creation
Customise roles to match your team’s needs so you can set specific access levels for each user.
Activity Tracking
Keep track of who can access what and when providing transparency and accountability for all team members.
User-Friendly Interface
Manage roles and permissions easily—no IT experience is required, making it simple for anyone to use.
Centralised Access Management
Simplify your workflow by managing all user access from one dashboard, saving time and reducing on complexity.
Role-Based Security
Boost security by giving users access according to their role, keeping sensitive information protected.
The Secret to Secure Collaboration
Easily assign roles, manage permissions and maintain control with FigsFlow’s built-in features. With seamless user management, you can confidently collaborate and share information, knowing that every user has the appropriate level of access to perform their tasks.
| No. | Without FigsFlow | With FigsFlow |
|---|---|---|
| 01 | Manual permission updates | Simplified role assignments |
| 02 | Confusing access management | Centralised access control |
| 03 | Risk of data breaches | Enhanced data protection |
| 04 | Difficult to create custom roles | Easy custom role assignment |
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.
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.
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 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
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
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
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!
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Empower your team with secure, effortless access management.
