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FigsFlow

Proposal, pricing and engagement-letter platform for accounting firms whose US edition adds jobs, time, billing and a client portal.

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What the AI doesAI Assistant ('AI drafts and triages. People still approve'): proposal help suggesting services and wording, email triage and summaries; AI Assist add-on from 1 Jan 2027
Who it servesSolo practitioners, Small CPA firms, Bookkeeping practices, Tax offices, CAS practices
Starting price$29/mo (Onboarding Solo, annual billing)
Pricing modelPer user/month
Free trialYes
Best fitSolo practitioner, Small firm, Mid-size firm
CategoryProposals, Pricing & Engagement Letters
Also fitsPractice Management & Workflow with AI
Works withXero, QuickBooks Online, Outlook, Microsoft 365, Stripe, GoCardless, HubSpot, Zapier
SOC 2Not stated on the vendor's site
Checked2026-10-29, against the vendor's own page

Who it's for

FigsFlow is listed as a fit for solo practitioners, small firms and mid-size firms, and the vendor names solo practitioners, small CPA firms, bookkeeping practices, tax offices and CAS practices on its own site. The job it gets hired for: pricing the engagement, getting the letter signed and the first invoice paid before the work starts. It also fits the Practice Management & Workflow with AI category.

What it costs

FigsFlow starts at $29/mo (Onboarding Solo, annual billing), per user/month. There is a free trial.

Good to know

FigsFlow is a UK-built proposal, pricing and engagement-letter platform whose US edition is rolling out with a launch offer: everything free until February 28, 2027, then a 30-day trial on every plan. Posted US prices run $29/mo for Onboarding Solo (proposals and engagement letters for one person), $79 for a team of three and $199 for a practice of 15, with the full Practice Suite — jobs, time, CRM, client portal and unlimited e-signatures — at $59 per person per month on annual billing. The AI Assistant suggests services and wording and triages email, with a paid AI Assist seat from January 2027. The US availability matrix shows practice management, CRM, onboarding, portal, Microsoft 365, Xero and QuickBooks Online live, with e-file authorization e-signature and tax-software integrations on the roadmap — confirm what's live for your stack on the demo call.

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