Video 1 of 10
What is InflowSheet?
The whole platform in six minutes: home dashboard, requests, tax, audit, agents and Microsoft 365.
What this walkthrough coversProduct tour
See InflowSheet in action.
Start with the 90-second tour — no form, no email. When you want the detail, open the library of 10 full walkthroughs, one workflow at a time.
- Recorded in the actual product, with demo data
- 10 full walkthroughs, about 40 minutes in total
- Made for CPA firm partners, managers and operations leads
Free · no email needed1:32
InflowSheet in 90 seconds
Chapters and transcriptFull library
Unlock the full walkthroughs.
The tour is the overview. The library is the detail: each walkthrough follows one workflow through the product. Add your name and work email to open it.
All walkthroughs open on this page as soon as you submit
One workflow per video, so you watch only what matters to your firm
No sales call required to watch
Open the library
The library
10 full walkthroughs
- Video 2 of 10
Client document requests
One request list per engagement: what came in, what is wrong with it, and what to send next.
What this walkthrough covers - Video 3 of 10
Engagement workspace
Start every day from what is next: KPI cards, the portfolio, Next Action links and the engagement overview.
What this walkthrough covers - Video 4 of 10
Tax workflow and returns
From source documents to a signed 8879: organizer, Tax Returns, ERO signing order, K-1s and 1099s.
What this walkthrough covers - Video 5 of 10
Trial balance and analysis
TB import and versions, account mapping, variance commentary, tie-outs and lead schedules in one workspace.
What this walkthrough covers - Video 6 of 10
Evidence, programs and binder
Evidence by lead schedule line, your own audit program with two signatures, and a binder indexed A to G.
What this walkthrough covers - Video 7 of 10
Engagement letters and e-signature
Letters built from your service library, signed partner first, then client, with return signing alongside.
What this walkthrough covers - Video 8 of 10
AI agents and document review
Completeness checks, drafted chases and signature reminders, all reviewed in one room, with autonomy your firm controls.
What this walkthrough covers - Video 9 of 10
Microsoft 365, SharePoint and Teams
Microsoft sign-in, a private Teams channel per engagement, and SharePoint folders for every request and signature.
What this walkthrough covers - Video 10 of 10
Roles, permissions and dashboard
Rails by role and engagement type, entity access, invitations, and ERO and Partner Verifier signing authority.
What this walkthrough covers
Prefer a live walkthrough?
We run it against your own engagement types rather than a demo dataset.