Intuit QuickBooks Connect 2026
YOUR CLIENT PORTAL SHOULD DO MORE.
Meet InflowSheet — the Next-Gen Client Portal for CPA firms.
Most portals store and move files. InflowSheet runs the work around them.
The requests, the signatures, the trial balance, the 1099s — one place, not five.
One engagement
ContinuousCollect
Review
Automate
Workpapers
E-Sign
Engagement letter
RequestedSource documents
RequestedBank statements — Q1–Q4
RequestedTrial balance
RequestedTaxAuditAdvisory· one client record
What it does
Request lists that track themselves
Send the list once. Follow-ups are drafted for your approval, and every item shows what came back and what is still outstanding.
E-signature for tax returns and engagement letters
Signing happens inside the engagement, next to the documents it covers — not in a separate tool.
Trial balance and evidence tie-outs
Import the trial balance, map it, and tie balances back to the documents that support them.
1099 season, organized
Check W-9s and vendor thresholds, prepare recipient copies, and record the IRS filing your team uploads.
Works with Microsoft Teams, SharePoint, and Microsoft sign-in — engagement documents can live in your firm's own SharePoint, under your governance.
$10 per user per month
Not a mistype. One price, no modules.