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 ![FigsFlow](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_414237235385f8f02d98286fdbc989c9/figsflow.png "FigsFlow")
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# FigsFlow Discussions

FigsFlow is practice management software for accountants, bookkeepers and tax advisers in the UK, US and Canada, with CRM, client onboarding and ID checks built in. Instead of juggling separate tools for proposals, engagement letters, AML, workflow and billing, your firm works from one client record, from first enquiry to paid invoice. Why firms switch to FigsFlow Many practices run on several disconnected apps, retyping the same client details at every stage. FigsFlow connects every step of the job, so information entered once flows through to proposals, engagement letters, ID checks, jobs and invoices. Less admin, fewer errors and a clear view of every client. Everything your practice needs in one platform - CRM for accountants: track leads, contacts and your sales pipeline, with CRM Core included on every seat. - Proposal and pricing software: send branded proposals in minutes, with a pricing engine that keeps fees consistent across the firm. - Engagement letter software: turn accepted proposals into engagement letters aligned to ACCA, ICAEW, CIOT, ATT, AAT and CIMA standards, with unlimited e-signatures. - Client onboarding, KYC and AML checks: electronic ID verification, sanctions and PEP screening, and risk assessments based on clear, defined rules, with timestamped audit trails. - Practice management: jobs, tasks, deadlines, automatic client chasers, timesheets and capacity planning. - Client portal: clients upload documents, sign and pay in one secure place. Built for each country One workflow engine with local rules on top: UK letter templates and the April tax year, US calendar-year deadlines and Canadian letter templates. UK firms also get Companies House data and AML checks that support their obligations under the Money Laundering Regulations 2017. Works with the tools you already use Xero, QuickBooks, Stripe, GoCardless, Adfin, HubSpot, Zapier, Outlook and Google, with integrations and API included from the first seat. Simple, transparent pricing Practice Suite starts from £39 per person per month in the UK, $59 in the US and C$79 in Canada, for your first 10 people, billed annually and excluding local taxes. ID and AML checks are paid per check, from £3.50 in the UK, $6.00 in the US and C$6.50 in Canada. Implementation, standard migration and e-signatures are included, and your price is fixed for 24 months. Launch offer: everything is free until 28 February 2027, with no card needed. You only pay for the checks you run. After that, every plan comes with a 30-day free trial. Built by accountants for accountants. Start free today and run your whole practice from one client record.

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