FigsFlow Reviews

Amy Monroe 2025.12.08

     

It’s efficient and compliant FigsFlow has completely transformed my workflow as an accountant. I no longer have to juggle between engagement letters and endless AML checks. I really appreciate the built-in AML checker and e-signature features. My proposals are clearer, and my pricing is far more accurate as well. Highly recommend.

Date of experience: 27 November, 2025

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Lucifer Harrington 2025.12.02

     

good tool but need better mobile interface I’ve been using FigsFlow for a while now, and it’s been a game-changer for my practice. The platform is incredibly user-friendly, making it easy to draft proposals, engagement letters, and even handle compliance tasks like AML checks. Even though it’s a great tool, I really wish they would improve the mobile experience. The platform works well on desktop, but the mobile interface can feel a bit clunky at times, and some features are harder to navigate on smaller screens.

Date of experience: 14 November, 2025

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David B. 2025.10.29

     

Excellent AML & ID Verification Really brilliant AML product. It is really cost effective and cheapest in the market. I am impressed by Risk Assessment module come as part of package. This helped us to be ACCA compliant and Companies House ID verification compliant

Date of experience: 22 October, 2025

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Jones Zel 2025.07.23

     

Customisable Templates with Zero Fuss FigsFlow has completely streamlined how we create and manage engagement letters. The templates are professional, customisable, and save us so much time. Love the automation and how easy it is to stay compliant—highly recommended for any tax or accounting firm!

Date of experience: 22 July, 2025

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Crystal Kuro 2025.07.09

     

built-in e-signature feature I absolutely love the built-in e-signature feature! It chases signatures for me automatically, so I don’t have to follow up manually. Such a time-saver — clients sign faster, and I stay stress-free!

Date of experience: 04 July, 2025

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Ablanal Thea 2025.07.08

     

Proposals, Engagement Letters, and Pricing calculators FigsFlow has been a game-changer for my accounting practice. The platform offers over 100 pre-built, customisable templates for proposals, engagement letters, and pricing calculators that are fully compliant with regulatory standards like ACCA and ICAEW, which gives me confidence and saves me hours daily.

Date of experience: 07 July, 2025

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Santos Ralp 2025.07.07

     

Helpful Resources As an accountant, I found their blogs and guides packed with practical tips tailored to real-world finance workflows. The step-by-step guides make complex concepts easy to understand, and the built-in calculators save me tons of time. It’s clear they’ve put real thought into supporting professionals beyond just the diagramming tool itself.

Date of experience: 06 July, 2025

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Damar Ikohen 2025.05.13

     

Best proposal software for accountants FigsFlow has really changed the game for me in being able to send professional proposals to potential clients. We are a growing company and need to send out sleek proposals quickly- FigsFlow’s starter plan has been a helpful tool to us. We previously used Word for proposals,

Date of experience: 08 May, 2025

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Reynn Zion 2025.05.09

     

Exceptional customer service We'd like to thank Dipesh for the FigsFlow demo and onboarding. He was fantastic! Dipesh remained patient and guided us through setting up our accountancy firm profile.

Date of experience: 06 May, 2025

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Madela Sanjose 2025.04.28

     

Trusted source of information 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.

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Lovela Scantte 2025.04.24

     

A Must-Have for Accountants & Tax Advisers 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.

Date of experience: 08 March, 2025

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Leonard Duncan 2025.01.29

     

Makes my work easy 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.

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Steve 2025.01.17

     

Excellent Proposal and Engagement letter software for accountants

Date of experience: 15 January, 2025

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Boi Fincenreporting 2025.01.15

     

Winning LOE & Revenue Tracking Helping us create winning LOE and Track the Revenue in the most accurate and efficient way. Highly Recommended.

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Hansbu Nagna 2024.12.27

     

Easy Easy to use, and provided very consistent proposals everytime.

Date of experience: 17 December, 2024

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Bdodge Malik 2024.12.13

     

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!

Date of experience: 04 December, 2024

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Saugan lama 2024.11.28

     

Great!

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Aashish Mishra 2024.11.28

     

FigsFlow's templates helped me create comprehensive proposals without needing to research and develop every section from scratch. Time and effort saved!!

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Satya Joshi 2024.11.27

     

It streamlines client management for accountants, tax advisors, and bookkeepers with its intuitive proposal, engagement letter, and pricing tools. Its standout HubSpot integration enhances efficiency and client relationships. A must-visit for professionals seeking modern solutions!

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