InflowSheet

InflowSheet is the next-generation client portal for CPA firms — and everything after it. Run the entire engagement in one continuous flow: collect documents, review them with AI, automate follow-ups, build collaborative workpapers, analyze the trial balance, and e-sign — all against one client record.

ONE PLATFORM FOR TAX, AUDIT & ADVISORY

No more separate portals per department. Tax, audit, and advisory share the same clients, documents, and engagement history — with role-scoped views per discipline. A document collected once serves both sides of the practice.

COLLECT — Per-client document request lists with statuses, due dates, and automated reminders. Clients upload through a simple portal; every file lands in the right folder automatically.

REVIEW WITH AI — Every document is classified and analyzed on arrival: completeness checks, risk flags, missing-information findings, and suggested client questions. The agent recommends; your staff confirms. Validation takes clicks, not hours.

AUTOMATE — Agents draft follow-ups for missing documents, chase signatures, and surface what needs attention today, so staff open the platform and know exactly what to do next.

TRIAL BALANCE WORKSPACE — Import the TB, map accounts with AI assistance, run variance analysis, and export Excel workpapers directly into the engagement's document store.

E-SIGNATURES — Tax return packages (8879 and state authorizations) and engagement documents, sent and tracked through DocuSign with status visibility from Ready to Signed.

YOUR DOCUMENTS, YOUR CONTROL — InflowSheet integrates deeply with Microsoft 365: engagement documents can live in your firm's own SharePoint and Teams, under your existing security, governance, and retention — leveraging the platform your firm already pays for.

Built by professionals with 25 years inside tax, audit, and advisory CPA firms. Verified Microsoft publisher. Designed for firms of 5–2000 professionals; up and running in a day, with white-glove onboarding for every new firm.