For many accounting and bookkeeping practices, proposals are a constant source of frustration. Drafting a new document for each client, double-checking complex calculations, and chasing approvals via email can turn what should be a straightforward step into a multi-hour process. Errors in fee calculations or outdated templates can damage client trust before a relationship even begins.
This is why proposal software for accountants like FigsFlow has become indispensable. Unlike traditional methods, FigsFlow automates calculations, centralises templates, and ensures that every proposal reaches clients quickly and accurately. It even includes an automated proposal reminder system, which means staff no longer have to manually follow up with clients, reducing delays and freeing up valuable time.
The Everyday Problems Accountants Face
Consider a mid-sized bookkeeping firm onboarding a client who needs monthly bookkeeping for ten employees, payroll services, and quarterly advisory support. In a manual workflow, the accountant would spend hours drafting a proposal, adjusting each service’s price, calculating tiered fees, and ensuring that everything aligns with internal rates. Once the proposal is sent, another round of hours is spent chasing the client for approval, tracking versions, and logging sign-offs for audit purposes.
With FigsFlow’s proposal software for accountants, this process becomes nearly effortless. Templates are preloaded with service descriptions and pricing rules, and the advanced calculation engine handles tiered, graduated, and volume-based fees automatically. This ensures that every proposal is accurate the first time, without manual number crunching.
How Automation Improves Client Engagement
One of the standout features of FigsFlow is its automated proposal reminder system. Even the most diligent clients can forget to approve a proposal promptly. Instead of relying on staff to chase responses via email or phone, FigsFlow sends reminders automatically at intervals set by the firm. Each reminder is logged, so accountants have a clear record of client interactions. In practice, this has cut follow-up times by over 70% for firms adopting the platform, allowing proposals to move from draft to signed in a matter of hours rather than days.
Accuracy Meets Efficiency
FigsFlow’s approach isn’t just about speed; it’s about precision. Accountants no longer need to worry about miscalculating fees for complex service bundles. Whether a client qualifies for tiered discounts, graduated advisory rates, or volume-based charges, the platform calculates totals automatically and previews the final quote before sending. This combination of accuracy and automation reduces the risk of disputes and ensures clients receive consistent, professional proposals every time.
Turning Proposals Into Strategic Assets
Beyond efficiency, FigsFlow transforms proposals into strategic tools. By standardising templates, automating calculations, and providing an automated proposal reminder system, firms can focus on advising clients rather than managing paperwork. The platform also keeps a complete audit trail of approvals and version history, which is invaluable for compliance and internal review.
In essence, proposals stop being a chore and start being a reflection of a firm’s professionalism. Accounting teams spend less time on admin, clients enjoy a smoother onboarding process, and the risk of errors or delayed approvals is dramatically reduced.
Conclusion
Proposals are one of the first impressions a client has of a firm. Traditional workflows are slow, prone to mistakes, and drain valuable hours from staff. FigsFlow’s proposal software for accountants, combined with its automated proposal reminder system, removes these obstacles. By automating complex calculations, centralising templates, and managing follow-ups seamlessly, FigsFlow turns proposals into a tool that enhances client experience, ensures accuracy, and improves operational efficiency.
For accounting and bookkeeping practices looking to modernise their proposal process, adopting this software is no longer a luxury — it’s essential.
