In the world of accountancy, onboarding new clients isn’t just about sending an email or drafting a simple contract. Engagement letters are foundational documents that outline terms, protect your practice legally and build client trust from the outset. Yet many firms still rely on manual drafting – a process that’s timeconsuming, errorprone and poorly suited to growing practices. That’s where the right engagement letter software makes a world of difference.
FigsFlow has emerged as one of the most powerful engagement letter platforms specifically tailored for accountants, bookkeepers and tax advisers. Designed to automate, standardise and elevate your engagement letter process, FigsFlow simplifies one of the most critical steps in client onboarding — while also integrating seamlessly with proposals, compliance and ongoing workflows.
What Makes FigsFlow’s Engagement Letter Software Stand Out
FigsFlow’s engagement letter software doesn’t just generate documents — it transforms the way you create, manage and track your engagement letters across your entire client base. Key benefits include:
ReadyBuilt, Professionally Compliant Templates
FigsFlow provides a library of prebuilt engagement letter templates tailored for accounting services like tax preparation, audits, yearend accounts and more. These templates align with the standards of major professional bodies — saving you hours of drafting and helping you stay compliant.
Customisation for Every Client
Every client engagement is unique. With FigsFlow’s engagement letter software, you can customise templates in real time, pull client data from your CRM or integrated sources like Companies House, and tailor terms without starting from scratch.
Integrated Digital Signatures
No more printing, scanning or juggling attachments. FigsFlow’s builtin digital signatures let clients sign engagement letters instantly in a secure, GDPRcompliant environment — speeding up onboarding and eliminating administrative bottlenecks.
Centralised Collaboration and Tracking
Firms need visibility over where each engagement letter sits in the process. FigsFlow centralises engagement letter management, letting you track status, collaborate with team members and ensure no document is overlooked.
Regulatory and Industry Compliance
Ensuring your engagement letters meet industry standards — from ACCA to CIOT — can be a heavy lift when done manually. FigsFlow’s engagement letter software automates regulatory compliance, helping you avoid mistakes and protect your practice.
How Engagement Letter Software Improves Client Relationships
Using engagement letter software like FigsFlow isn’t just about efficiency — it also strengthens your client experience:
- Clarity and confidence: Clients receive professional, clearly worded agreements that set expectations from the start.
- Faster turnaround: Digital signatures and automation cut days off the onboarding timeline.
- Transparency: Every engagement letter includes service scope, fees and terms — reducing disputes and misunderstandings.
- Auditready compliance: Wellstructured, compliant engagement letters stand up to regulatory scrutiny and help protect your firm if contractual issues ever arise.
