In today’s competitive professional services landscape, firms need tools that do more than generate pretty documents. They need solutions that seamlessly merge proposal creation, compliance requirements and client onboarding workflows -all in one place. That’s why many accounting, bookkeeping and tax practices are viewing FigsFlow as a compelling alternative to Proposify.
While Proposify is widely recognised as a strong proposal platform, its focus remains centred on proposal design and sales workflows, leaving gaps when it comes to regulatory compliance and automated AML (antimoneylaundering) processes. FigsFlow, on the other hand, brings both worlds together — enabling firms to generate compelling proposals and satisfy compliance needs without stitching together multiple tools.
Let’s explore how FigsFlow and Proposify stack up across the features that matter most to modern firms.
Explore Proposal Software For Accountants.
Proposify: Proposal Powerhouse with Design Flexibility
Proposify offers a featurerich environment for crafting professional proposals:
- Draganddrop capable proposal templates
- Custom pricing tables and interactive fees
- Rich media support (videos, images)
- Client activity tracking (opens, views, interactions)
- Integration with CRM and payment platforms
Proposify’s strength lies in its proposal design capabilities — ideal for marketingdriven teams or service firms seeking visually engaging proposals.
FigsFlow: Proposal Creation Designed for Professional Services
FigsFlow offers equally strong proposal creation tools — but with additional intelligence tailored to accountants and professional services:
- Proposal templates crafted specifically for services like accounting, tax, audit, payroll and more
- Builtin pricing logic that supports valuebased, fixed and blended fees
- Detailed status tracking (Draft, Issued, Accepted, Lost) with analytics
- Proposal generation linked directly to engagement letters, client profiles and compliance workflows
FigsFlow’s proposal tools help firms ensure both quality and consistency, while eliminating repetitive data entry throughout the onboarding process.
That’s why firms looking for more than just visual flair often choose FigsFlow as an alternative to Proposify — especially when proposal substance matters as much as style.
Feature Comparison at a Glance
Capability
Proposify
FigsFlow
Proposal design & templates
✔️
✔️ Professional and servicefocused
Interactive pricing & tables
✔️
✔️ Builtin accounting pricing logic
Client activity tracking
✔️
✔️ With conversion insights
AML / Identity verification
❌ Not supported
✔️ Integrated
Compliance workflows
❌ Not supported
✔️ Builtin
Engagement letter automation
❌ Separate tool needed
✔️ Included
Unified onboarding
❌ Requires integrations
✔️ Native
How This Impacts Firms
For firms whose compliance requirements are minimal and whose primary need is beautiful proposal design, Proposify may appear attractive at first glance. However, accounting, tax and professional services firms often face regulatory hurdles — from AML requirements to audit trails and engagement letter obligations — that standalone proposal tools alone can’t satisfy.
FigsFlow solves this by:
- Reducing manual work through automation
- Ensuring proposals align with compliance requirements
- Supporting a single customer record from proposal through AML and onboarding
- Lowering longterm tool costs by replacing multiple point solutions
This combination is precisely why FigsFlow is increasingly chosen as the preferred alternative to Proposify by firms that value both compliance and client acquisition workflows.
