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Guides for CPA firms

Practical, process-first guides for partners, managers and operations leads. Each one works with whatever tools you use today. Where InflowSheet fits, it is in a clearly marked section near the end.

SharePoint for firmsWhat SharePoint and OneDrive do well for client documents, where they stop, and the three setups firms choose.Read more SharePoint integrationsWhich CPA tools store in, sync with or connect to SharePoint and OneDrive, dated, plus an evaluation checklist.Read more Organizing PBC requestsStructure, statuses, owners, due dates, review and binder links for audit PBC lists, with a template table.Read more Missing tax documentsPrior-year request lists, client checklists, completeness checks and a follow-up cadence timed to IRS dates.Read more K-1 collectionBuild the expected K-1 list from last year, track entity deadlines and extensions, and handle amended K-1s calmly.Read more Trial balance reviewImport, map, compare, explain, adjust, tie out and sign off: a trial balance review in eight steps.Read more Engagement documentationFolder structure, naming, versions, client files vs workpapers, and what AU-C 230 and the IRS expect you to keep.Read more Replacing a client portalA vendor-neutral checklist: storage, Microsoft 365 fit, requests, e-signature and KBA, permissions, migration, pricing.Read more

These guides answer questions CPA firms ask about running engagements. They cover how to set up SharePoint for client work, how to organize a PBC list, how to cut down on missing tax documents, and how to track K-1s. They also cover how to review a trial balance, how to organize engagement files, and what to check before replacing a client portal.

When a guide states a deadline, a standard or a rule, it cites the source, such as IRS.gov, the AICPA’s auditing standards or Microsoft Learn, with the date we read it. Rules change, so check the source before you rely on a date for a specific filing.

Each guide describes a process that works with any software. For product detail, see solutions or the video library.

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