FigsFlow Reviews

Conner Bailey 2026.07.17

     

Figsflow brought everthing together. Before, everyone on our team had their own way of doing things, and it was obvious. FigsFlow brought everything together. Now we use the same templates, pricing, and process every time. Our clients always get the same experience, no matter who helps them. I'm really happy but the app still needs few improvements. its lacky some times however..

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Chloe Brown 2026.07.13

     

The workarounds are finally gone Not every client is the same and your KYC process shouldn't be either. FigsFlow gets that now. Building a custom form is quick, the builder is easy to use, and once it's live it just slots into the onboarding flow. No extra tools, no chasing documents over email. Everything lands in one place with a clean audit trail. Proper compliance, finally done right.

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Tyler Green 2026.07.10

     

loved new custom kyc questionnaire feature Custom KYC questionnaire update might seem small, but it has made a big difference in how we work. Before, we had one form that worked for most clients, but we still had to do a lot of manual follow-up for everyone else. Now, we have a custom questionnaire for each client type, set up just the way we need it. All the responses come back through the same portal our clients are used to. Nothing changed for them, but everything changed for us. Great job to everyone involved.

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Gary Simmons 2026.07.07

     

The workarounds are finally gone my experience, custom questionnaires solved our kyc problem!! ...before it was messy notes and follow-up emails, now everything comes back documented through the platform!! we're really happy with the results!!
Date of experience: 12 June, 2026

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Mason Harris 2026.07.06

     

Useful update but needs more flexibility The automated AML trigger is helpful and saves us a manual step each time. However, I would like more control over when it runs. For some clients, we prefer to do checks before sending the engagement letter, not after it is signed, but the automation does not allow for that right now. The trustid integration usually works well, but we had a few clients where the link did not work as expected. This is a promising update, but it could use a bit more refinement.

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Ava Mitchell 2026.07.03

     

Solves the right problem figsflow automating the AML trigger at signature is the right call, and it's clearly something the platform needed. for straightforward clients, it works exactly as it should. Where it falls short for us is with more complex onboarding situations, group companies, joint clients, that kind of thing. The automation doesn't handle those cases as smoothly. We still end up going in manually for anything out of the ordinary. worthhaving, but I'd hold off calling it a complete solution just yet.
Date of experience: 06 January, 2026

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Mark Webb 2026.07.02

     

We chose the TrustID path, and it has worked well. We chose the TrustID path, and it has worked well. The client signs, the link is sent, and the report returns quickly. Our team hardly needs to get involved. Setting it up took just two minutes, which was a pleasant surprise. The only reason I’m not giving five stars is that I wish we could customize the message clients get with the onboarding link. It’s a small detail, but it would help the process feel more personal and less like it’s coming from the platform. Overall, this is a very helpful update.

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Arabella Cox 2026.07.01

     

Signed to verified without the gap FigsFlow said this would close the gap between signature and verification, and it really does. Before, there were too many steps between when a client signed and when their AML check started. Now, it happens right away. The client signs, we send the link, documents come in, and the check is done. Our team doesn’t have to remember extra steps or go looking for anything. For a process like AML, where compliance matters so much, this kind of reliability makes a big difference. It’s a great improvement to an already solid platform.
Date of experience: 10 June, 2026

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Kelly Ward 2026.07.01

     

Streamlined and effortless process The process has been so seamless and efficient compared to the past. It's amazing how much easier things are now, especially with automated reminders for the AML link after signing. This feature has saved us so much time and eliminated errors from forgotten follow-ups. I can’t imagine going back to our old methods. Highly recommend!
Date of experience: 01 January, 2026

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Julie Cross 2026.06.29

     

reliable AML process before we started there were too many steps between when a client signed and when their AML check started. but now it happens right away. The client signs, we send the link, documents arrive, and the check is done. Our team doesn’t have to remember extra steps or go looking for anything. also for a process like AML, where compliance matters so much, this kind of reliability makes a big difference. It’s a great improvement to an already solid platform.
Date of experience: 29 January, 2026

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Stacey Burton 2026.06.29

     

easy workflow with helpful improvements AML has always been the step that tends to get missed in a busy practice. with this update, it's now linked directly to the engagement letter signature, so i don't have to worry about handing it off manually. everything stays on one platform, which was already a strong point for figsflow, and now it's even more efficient. i took off one star only because I would like to see more detailed audit trail reporting, especially showing exactly when links were sent and opened. Still, this is a genuinely helpful improvement.

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Jacob Stewart 2026.06.24

     

Solid tool for a small practice This tool covers all the basics a small firm needs and keeps things simple. I find the calculators especially helpful for making sure our team charges consistent fees.

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Sophie Parker 2026.06.23

     

Re-engaging our whole client base used to take days we used to struggle with reconnecting with our clients for the new tax year. The process was slow, repetitive, and honestly pretty discouraging. But with Bulk LOE, we finished the whole batch at once. Each client got their own letter, e-signature requests were sent automatically, and reminders took care of themselves. I was amazed at how fast it all happened.
Date of experience: 06 January, 2026

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Archie Hall 2026.06.18

     

tracking is worth it what i like most about bulk loe isn't just how fast it sends documents.. but what comes next. you can quickly see who has signed, who hasnt and when the last remindder was sent.. there's no need for a seperate spreadsheet or trying to remember which clients havent responded. everything you need is on one scren.. for a firm our size that kind of visiblity makes a big diffrence.
Date of experience: 22 April, 2026

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Olive Hargreaves 2026.06.18

     

Good Software Before we started using figsflow, our AML process was scattered. We kept documents in different locations and had no real consistency from one client to the next. Now, everything goes through one platform, and risk assessments are included right from the beginning. You don't realize how much you need this until you have it.

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Charles Davenport 2026.06.17

     

software is still growing provides what it said to offer in aspects of proposal and LOEs. but need more integration list and add a few more template options for niche services soon. good for convenience
Date of experience: 05 February, 2026

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Ella 2026.06.17

     

simple, professional, and quick simple, professional, and quick. proposals and engagement letters out and ready in minutes. and clients always comment on how clean everything looks.
Date of experience: 17 February, 2026

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Millicent 2026.06.16

     

support is really responsive. support is really responsive. Dipesh was helpful and answered whenever I've had a question. . It's reassuring to know there are real people behind it who understand accounting and value customer service. thanks dipesh for excellent service
Date of experience: 02 June, 2026

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Holly Price 2026.06.16

     

no any complaints so far clients find the signing experience really straightforward with this software. no any complaints so far..

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Daniel 2026.06.15

     

automated reminders alone are really worth it. The automated reminders alone are really worth it. i dont have to spend much time chasing signature. software handles it well
Date of experience: 30 April, 2026

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