Every accountant has been there: a promising lead finally agrees to work with your firm, but then comes the mountain of admin – drafting proposals, checking pricing, sending engagement letters, confirming client identity, and ensuring compliance. Days slip by, emails get lost, documents get out of sync, and suddenly that high-value client is frustrated before you’ve even started the work.
This is the exact scenario FigsFlow was built to solve. Not as another “software tool,” but as a workflow partner designed around the realities of accounting firms.
Turning Hours of Admin into Minutes
Before FigsFlow, proposals were painstakingly built from scratch. Staff spent hours formatting, updating templates, and manually calculating fees – all while trying to keep clients happy and projects compliant. With FigsFlow, proposals are created in minutes using pre-built service libraries and automated pricing. No more lost emails or mismatched documents. What used to take hours now takes the click of a button.
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Ensuring Compliance Without Slowing Down
Compliance is critical, but it shouldn’t slow your client onboarding. FigsFlow integrates identity verification, AML/KYC checks, and engagement letters into the same workflow as your proposals. That means accountants can confidently onboard clients, knowing every document is audit-ready and compliant – without bottlenecking the process.
Imagine onboarding an international client with complex documentation. With FigsFlow, all verification and approval steps are automated and stored centrally, ensuring no detail is missed. The client experiences a smooth, professional process, and the firm avoids compliance headaches.
Scaling Without Sacrificing Control
Growth is exciting, but scaling client acquisition often exposes flaws in manual processes. Version confusion, inconsistent pricing, and slow follow-ups can erode profitability. FigsFlow standardises proposals, pricing, and engagement letters across the firm. Teams can collaborate in real-time, and updates propagate automatically — giving managers control without micromanagement.
Clients Notice the Difference
It’s not just about internal efficiency. Clients notice speed, clarity, and professionalism. They can review proposals immediately, accept engagement letters digitally, and start work without friction. Firms using FigsFlow report higher conversion rates, faster decision-making, and improved client satisfaction.
