InflowSheet in 90 seconds
A 90-second tour of InflowSheet, engagement management for CPA firms: engagements, client document requests, review, and tax and audit work in one connected workspace.
Transcript
The problem
Busy season rarely stalls on the tax law. It stalls on everything around it. Requests go out by email. Documents come back through portals, shared drives and phone photos. And nobody's quite sure what's still missing.
InflowSheet: one workspace
InflowSheet brings that work into one workspace for your firm's tax, audit and consulting engagements.
Start from what's next
Each day starts with what needs you: engagements that need attention, work waiting on the client, and returns ready for signature. Every engagement shows its next action. Click it, and you land right where that work gets done.
Client requests
The request list is your PBC list and your tax document checklist in one place. Every item, who owns it, and whether it has arrived. Clients upload straight to the request, and the conversation stays on that item. When a document lands, the completeness agent checks it against what was asked for, and a person on your team makes the call. For anything still missing, a follow-up is drafted for you. By default, nothing goes to the client until someone approves it.
Tax and audit
Tax teams track returns from review through signature, with K-1s and the 1099 season alongside. Audit teams review proposed trial balance mappings, tie evidence to the lines it supports, and assemble the binder, section by section.
The full library
That's InflowSheet in ninety seconds. Watch the full walkthroughs in the video library below.