How We Reduced Client Onboarding Time by 70% Using FigsFlow: A Small Bookkeeping Firm’s Journey
As a small bookkeeping firm, we’re always looking for ways to improve efficiency without compromising on the quality of service we offer to our clients. One area that had long been a headache was the client onboarding process. It seemed like every new client came with a mountain of paperwork, and the time spent on admin was eating into the time we could spend focusing on the actual bookkeeping work.
Before we discovered FigsFlow, the process of getting a new client on board was a slow and tedious one. Each time we signed a new client, we had to draft a fresh engagement letter, ensure all the details were correct, and wait for the client to sign and return it. The back-and-forth took far longer than it should have, and as a result, our time was often consumed by administrative tasks rather than the meaningful work we’re known for.
That’s when we decided to take a step back and look for a better solution. We needed something that could speed up the process, reduce the risk of errors, and allow us to focus more on the work that really mattered. Enter FigsFlow, our engagement letter software for bookkeepers.
The change was instant. Instead of writing engagement letters from scratch every time, FigsFlow offered us customisable templates that we could easily adapt to each client’s specific needs. No more starting from square one or worrying about getting all the details right—FigsFlow had it covered. The ability to store client information for future use also saved us from entering the same details repeatedly, which meant we could move through the onboarding process much faster.
But the real game-changer came with FigsFlow’s automated signing feature. In the past, we’d have to send documents back and forth, waiting days for signed letters to be returned by email or post. With FigsFlow, we could send the engagement letter directly to the client electronically, and they could review and sign it with a couple of clicks. This simple change alone saved us hours and allowed us to start working on the client’s account almost immediately.
What really stood out was the accuracy. With this FigsFlow’s engagement letter software, we no longer had to worry about manual errors creeping in. Everything was automatically populated and double-checked, which gave us peace of mind knowing that the details were spot-on every time. For our clients, it meant less confusion and a smoother, more professional experience all around.
The results were beyond what we expected. Since adopting FigsFlow, we’ve reduced our client onboarding time by massive 70%. What used to take days (sometimes weeks) now takes just hours. This has freed up time for us to take on more clients, expand our services, and continue providing the high-quality bookkeeping support that our clients rely on.
Our clients have noticed the difference too. They appreciate how quickly we can get them set up and start working on their accounts. The ease of the digital signing process has made it far more convenient for them, and we’ve received positive feedback about how smooth and efficient the entire onboarding experience is now. In fact, it’s become a talking point for many of our clients, leading to more referrals and repeat business.
Looking back, it’s hard to believe we managed without FigsFlow. This engagement letter software has transformed the way we work, cutting down time spent on admin and letting us focus on what really matters: delivering exceptional service. If you’re a bookkeeper who’s tired
of spending too much time on paperwork, we’d highly recommend giving FigsFlow a go. It’s made a world of difference for us.