Where time is money in any profession, slow proposals can cost you more than lost hours: they can cost you clients. That was the wake-up call for our small but growing accounting firm last year. We were drowning in paperwork, email trails, back-and-forth edits, and engagement letters that took days, sometimes weeks, to finalise. It was not just frustrating. It was unsustainable.
Then we found FigsFlow, and everything changed.
Within three months, we cut our average onboarding time from five days to under 24 hours. That’s a 500% improvement in speed, without sacrificing professionalism, compliance, or clarity. In fact, our clients say our proposals now feel more polished, easier to understand, and quicker to sign.
So how did we do it? And why is FigsFlow quickly becoming the best automated proposal management and generation software for accountants, bookkeepers, and tax professionals?
A Real Problem, Solved
Before FigsFlow, sending proposals was a pain. We relied on Word templates, email attachments, and a chaotic folder system. Every engagement letter felt like a manual task, and tailoring proposals to different services meant hours of repetitive work. We tried to be meticulous, but the process left room for human error—and plenty of frustration.
With FigsFlow, we were able to build a library of service templates that auto-populate based on the client, the type of work, and even specific pricing structures. No more copy-pasting. No more guesswork. Just a few clicks, and the proposal is ready to go.
Even better, the software handles e-signatures, compliance wording, and branding automatically. It is like having a proposal assistant who never sleeps and never makes mistakes.
Speed Meets Simplicity
What makes FigsFlow stand out is its ease of use. The platform feels like it was built by people who actually understand how accountants work, not techies trying to reinvent the wheel.
The dashboard is clean. The workflows are intuitive. You can create, customise, and send a proposal in minutes. And when a client opens the proposal, you get notified in real time—no more wondering if it got lost in their inbox.
We also love the ability to track performance. You can see which proposals were viewed, how long they were read for, and whether they were accepted. That kind of insight is invaluable when you are trying to improve your client experience.
Built for Busy Professionals
Time and again, we see firms invest in software only to abandon it a few months later. The learning curve is too steep, the setup is a nightmare, or the platform simply does not match the way people actually work.
FigsFlow is different. It is built specifically for accountants, bookkeepers and tax advisers. That means it already understands your compliance obligations, your recurring service models, your seasonal workload spikes.
You can build in tiered pricing, adjust for monthly or annual engagements, and even schedule automatic renewals. The proposal turns into a live engagement document—updated in real time if anything changes.
The Results Speak for Themselves
Since switching to FigsFlow, we have not only reduced our proposal turnaround time but also improved our conversion rate. Clients are more likely to say yes when they receive a professional, timely proposal that they can understand and sign on any device.
Our internal team feels the difference too. There’s less back-and-forth, fewer errors, and more time to focus on actual client work. That translates directly to revenue growth, better client satisfaction and, frankly, a less stressed team.
Is It Worth It?
If you are still relying on Word docs, PDFs, or spreadsheets to manage your proposals, you are leaving money on the table—and possibly turning away clients without even realising it.
Whether you are a solo practitioner or running a larger practice, FigsFlow is hands down the best automated proposal management and generation software we have come across. It pays for itself within weeks, and the ongoing time savings are a game-changer.
So yes it is worth it. In our case, FigsFlow has not just streamlined a broken process. It has helped us grow and also we use the latest feature of engagement letter software for accountants.
And in this business, that makes all the difference. Want to try FigsFlow for yourself? Visit [yourwebsite.com] and discover how fast, simple, and professional client proposals can be.