For accounting, bookkeeping, and tax advisory firms, winning a client is only the first step. The real challenge lies in efficiently converting prospects into compliant, onboarded clients. Generating proposals, issuing engagement letters, and managing client approvals can be time-consuming and prone to errors, especially when using multiple disconnected tools.
That’s why more firms are turning to FigsFlow, the best proposal and engagement letter software for accountants. FigsFlow combines intuitive proposal generation with automated engagement letter creation, creating a seamless, professional workflow from first contact to signed agreement.
Professional Proposals Tailored for Accounting Services
FigsFlow’s proposal features go beyond generic document templates. They are specifically designed for accounting and professional services firms, enabling you to:
- Create proposals that reflect your brand, service offerings, and pricing structures
- Use templates customised for accounting, bookkeeping, tax, and advisory services
- Automatically populate client information to reduce manual entry and errors
- Track proposal status — draft, sent, accepted, or rejected — in real time
This ensures proposals are not only professional but also accurate, consistent, and ready to impress potential clients.
Engagement Letters Integrated Into Your Workflow
Engagement letters are critical for formalising the client relationship and protecting your firm. FigsFlow makes this process effortless and compliant:
- Generate engagement letters directly from accepted proposals
- Include customised service scopes, pricing, and terms without retyping data
- Maintain digital records and version history for regulatory compliance
- Enable e-signatures so clients can sign letters securely from anywhere
By connecting engagement letters to proposals, FigsFlow eliminates duplication, reduces errors, and ensures every client engagement is documented and compliant.
Integration Between Proposals and Engagement Letters
The real power of FigsFlow lies in its integration of proposals and engagement letters into a single workflow. This eliminates the friction that occurs when using separate tools:
- Client information entered once is reused throughout the workflow
- Accepted proposals automatically trigger engagement letter creation
- AML checks, pricing approvals, and e-signatures are incorporated into the same workflow
This streamlined process saves time, reduces mistakes, and enhances client experience, making it far more efficient than juggling multiple document platforms.
rack, Analyse, and Optimise Client Onboarding
FigsFlow doesn’t just create documents — it gives firms insight into client engagement:
- Monitor proposal acceptance rates and turnaround times
- Track engagement letter signatures and completion status
- Identify bottlenecks in the onboarding process
- Optimise proposal and letter workflows based on real data
This visibility helps firms improve efficiency, reduce delays, and close more clients faster.
Why Accounting Firms Choose FigsFlow
FigsFlow is more than just a document platform. It is the proposal and engagement letter software for accountants that:
- Reduces manual work and data entry errors
- Ensures regulatory compliance and secure document storage
- Improves client experience with professional, branded proposals and letters
- Integrates proposals, engagement letters, AML, and e-signatures in one unified system
For accounting firms that want to combine efficiency, professionalism, and compliance, FigsFlow delivers a complete solution.
