For accountants, bookkeepers and tax advisers, choosing the right client onboarding software can dramatically affect growth, compliance and client satisfaction. Two tools that often come up in this space are FigsFlow and GoProposal – both designed to support proposal creation, pricing and client engagement. But when you dig into the details, FigsFlow emerges as a powerful alternative to GoProposal – particularly in how it handles AML (AntiMoney Laundering) and proposal workflows.
Let’s break down how these platforms compare across key areas firms care about the most.
Proposal Creation and Customisation
GoProposal provides professional proposal generation with templated pricing and a consistent pricing system included in its plans. Users can present service line items, breakdowns and pricing to clients in a professional format.
FigsFlow, on the other hand, takes proposal creation a step further:
- Offers a wide range of customisable templates tailored to accounting, bookkeeping and tax services.
- Lets firms edit every part of a proposal, including notes and personalised details, all from a single interface.
- Includes advanced tracking and reporting so teams can monitor proposals by status and export insights to improve strategy.
As a result, many firms find FigsFlow’s proposal features both more flexible and more powerful — making it a compelling alternative to GoProposal for proposal software functionality.
AntiMoney Laundering (AML) and Identity Verification
Compliance with AML regulations is nonnegotiable for professional services firms. Both platforms offer AML capabilities, but they do so in different ways:
GoProposal AML
GoProposal integrates AML as an optional addon that supports:
- KYC (Know Your Client) and risk assessments.
- Identity checks using email or phone signons and, with higher tiers, biometric verification via Thirdfort (including facial matching and document checks).
- Ongoing monitoring and prompts for annual reviews.
These tools keep a central dashboard to manage compliance, but they require users to activate the AML module and pay extra.
FigsFlow AML
FigsFlow’s AML capabilities are built into the platform, providing:
- Automated identity verification and sanctions screening as part of a unified compliance workflow.
- Risk assessments that align directly with proposal and engagement letter workflows, reducing manual doubleentry.
- A streamlined, integrated experience from threat screening to proposal acceptance and client onboarding — all within one system.
Because AML is embedded into every client onboarding step without extra addons or modules, FigsFlow offers both cost savings and tighter workflow integration, making it a strong alternative to GoProposal for firms prioritising compliance automation.
Pricing and Flexibility
GoProposal pricing starts at higher monthly tiers and AML and engagement letter functionality are optional addons that may increase cost.
By contrast, FigsFlow offers competitive pricing starting significantly lower, with features like engagement letter templates, customisable proposals and AML workflows included across plans without costly extras.
This price structure makes FigsFlow particularly attractive for:
- Smaller firms or startups with tight budgets.
- Multiuser teams that want to avoid peruser or perfeature price jumps.
- Practices that want a single platform to cover both compliance and proposal workflows.
Conclusion
Both GoProposal and FigsFlow are capable tools for accounting firms. GoProposal delivers solid proposal automation and basic AML addon functionality, but its modular pricing and limited customisation can pose challenges as practices scale.
FigsFlow, on the other hand, combines AML and proposal workflows within one platform — with richer customisation, tighter integration and greater value at lower cost. That’s why many accountants see FigsFlow as the preferred alternative to GoProposal — especially when compliance and proposal efficiency are top priorities.