Creating Winning Tax Advisory Proposals: Our First Year with FigsFlow

When we first launched our tax advisory firm, we knew that providing expert advice was only half the battle. The other half? Convincing potential clients that we were the right firm for them. That meant creating compelling, professional proposals that showcased our expertise and instilled confidence in our services.

At first, we relied on traditional methods like drafting proposals from scratch, copying and pasting content from previous documents, and manually adjusting pricing and service details for each client. This process was slow and inefficient, often resulting in inconsistencies or errors. More than that, we found that our proposals lacked the polished, structured presentation needed to stand out in a competitive market.

We realised we needed a smarter approach, and that’s when we discovered FigsFlow’s proposal software for tax advisers. With FigsFlow, we completely transformed the way we created and delivered proposals, making the process faster, more efficient, and ultimately more effective.

Streamlining Our Proposal Process

Before using FigsFlow, drafting a single proposal could take hours, sometimes even days, if we were particularly busy. The process involved searching through past documents for relevant sections, updating figures manually, and formatting everything to look professional. It wasn’t just time-consuming; it was frustrating.

By implementing FigsFlow proposal software, we were able to automate much of this work. With pre-built templates designed specifically for tax advisory services, we could create proposals in a fraction of the time. Instead of starting from scratch each time, we simply selected the relevant template, adjusted the details to fit the client’s specific needs, and generated a professional-looking document in minutes.

Increasing Our Conversion Rate

Perhaps the biggest benefit we’ve seen since adopting this proposal software for tax advising professionals is the impact on our conversion rate. In our early days, we would send proposals and then wait for days before hearing back from prospective clients. In many cases, we never heard back at all.

With FigsFlow, we gained access to valuable insights, such as tracking when a client opened our proposal. This allowed us to follow up at the right time and address any concerns before they became deal-breakers. The ability to include e-signatures also streamlined the acceptance process, reducing the time between sending a proposal and securing a signed agreement.

Conclusion

Reflecting on our first year, it’s clear that adopting this proposal software was one of the smartest decisions we made. Not only has it saved us countless hours, but it has also helped us win more business and establish a professional reputation in the industry.