--- title: "FigsFlow Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about FigsFlow Software - reviews, pricing plans, popular comparisons to other Client Onboarding products and more." source_url: "https://www.capterra.com/p/10027511/FigsFlow/" page_type: "product" language: "en" --- # FigsFlow Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 8, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) FigsFlow ## What is FigsFlow? Built by accountants, FigsFlow automates proposal generation, engagement letter creation, pricing management, and more. It helps accountants, bookkeepers, tax advisers, and client onboarding software users get professional proposals and engagement letters in seconds. FigsFlow aims to streamline workflows and client onboarding for accounting, bookkeeping, and tax advisory firms. ## What is FigsFlow used for? [Client Onboarding](https://www.capterra.com/client-onboarding-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £8 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for FigsFlow?[Manage this product listing](https://www.g2.com/products/figsflow/claim_requests/new?auto=true) ## FigsFlow Overview Updated September 2026 AI summary FigsFlow supports businesses of all sizes with client onboarding and proposal management, offering tools for client tracking, document generation, electronic signatures, and online payments. Its client portal, alerts, and data security features facilitate efficient onboarding and secure collaboration. Cloud deployment and integrations with CRM and accounting platforms provide flexibility for organizations managing client engagements. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### FigsFlow 0.0 VS. [4.7 (128)](https://www.capterra.com/p/232772/Rocketlane/reviews/) Starting Price £8 Flat Rate, Per Month Starting Price $49 Flat Rate, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.6 (101) Value For Money 0.0 (0) Value For Money 4.6 (98) Customer Service 0.0 (0) Customer Service 4.7 (98) ## FigsFlow alternatives [4.7 (689)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [4.9 (283)](https://www.capterra.com/p/144329/Time-To-Pet/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Content Snare](https://www.capterra.com/p/167019/Content-Snare/) [4.9 (101)](https://www.capterra.com/p/167019/Content-Snare/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/167019/Content-Snare/) [Clientary](https://www.capterra.com/p/268615/Clientary/) [4.7 (100)](https://www.capterra.com/p/268615/Clientary/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/268615/Clientary/) ## FAQs about FigsFlow Overview ### What company size and specific industries is FigsFlow built for? FigsFlow is designed for accounting services firms of all sizes, including small practices and larger providers that need compliant engagement letters, professional proposals, and pricing tools. It is best suited to accounting and related professional services organizations that manage client engagements and regulatory requirements. Features and Usability ### What are the key features of FigsFlow? FigsFlow offers proposal generation and RFP management for building client requests, along with document generation, document management, and templates. It also includes client management, a client portal, electronic forms, electronic signature, online payments, reminders, task progress tracking, reporting & statistics, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? FigsFlow starts at £8 per month for the Starter plan for 1 user, with a free trial available. Essentials costs £24 per month for 3 users, Standard is £60 per month for 5 users, and Professional is £120 per month for 10 users. Each plan includes contact limits and listed features. Integrations ### Which third-party tools and platforms does FigsFlow integrate with? FigsFlow integrates with HubSpot CRM, Outlook4Gmail, QuickBooks Online, Xero, and Zapier. The catalog covers CRM, email, accounting, and automation connections, giving FigsFlow support for common business tools used to manage contacts, mail, invoices, and cross-app workflows. Getting Started and Support ### What training and onboarding options does FigsFlow offer? FigsFlow provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, documentation offers written reference material, and videos provide visual walkthroughs for self-paced learning and feature review. Getting Started and Support ### What customer support options does FigsFlow offer? FigsFlow provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Without reviewer feedback about support, no user sentiment on response times, helpfulness, or common frustrations can be verified from the available data. ## Features AI summary Based on 288 Client Onboarding reviews Capterra reviewers highlight these as the features buyers care about most when choosing client onboarding software: - **Task Management** (**57%** of reviewers rated this feature as critical) - **Onboarding** (**56%**) - **Data Security** (**69%**) FigsFlow includes **Onboarding** and **Data Security**, covering two of the top capabilities buyers look for in client onboarding software. However, it does not offer **Task Management**. Instead, it provides other highly rated features such as **Client Portal** (**56%**) and **Alerts/Notifications** (**53%**). These features help businesses keep clients informed, centralize communication, and maintain secure onboarding workflows, allowing teams to move new clients through the process with better visibility and fewer delays. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Client Database Electronic storage of stakeholder contact information Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients FigsFlow 25 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Client Tracking: Track all company interactions with current clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Electronic Forms: Digital forms that are shared and accessed online - Electronic Signature: Digitally sign online documents - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Online Payments: Accept and process online payment transactions - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Proposal Generation: Create proposals based on costs of labor and materials - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - RFP Management: Manage and process incoming documents detailing requests for proposals - Task Progress Tracking: Track the status and progress of tasks - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes --- ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10027511/FigsFlow/pricing/) Starter £8.00 Flat Rate,Per Month It includes: - Proposal and engagement letter templates compliant with regulations - Access to customizable proposal and engagement letter templates and service line items - Upto 100 contacts Essentials £24.00 Flat Rate,Per Month It includes: - Automated Pricing module - Proposal and engagement letter development - Upto 250 contacts Standard £60.00 Flat Rate,Per Month It includes: - upto 75 Letter of Engagements per month - Upto 600 contacts Professional £120.00 Flat Rate,Per Month It includes: - Ability to add upto two firms/workspace in one account - Third party integrations - Upto 1200 contacts ## Integrations [ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Zapier](https://www.capterra.com/p/130182/Zapier/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.