Cloud audit suite

AdvanceFlow Client Communications

Thomson Reuters AdvanceFlow is already the most comprehensive cloud-based audit workflow management tool with full trial balance capabilities, work paper management, financial statement reporting functionality, and more.

Now, with the latest feature, Client Communications, you can also send and track all client communications — including PBC requests — right from AdvanceFlow. Avoid logging into multiple applications and tracking down emails; requesting client information has never been easier. Streamline the process and save time with a secure, integrated communication tool.

Client Communications key features:

  • Two-way comments. Auditors and clients can see each other’s comments in real time to easily track the discussion for any request.
  • Easy upload. Simply drag and drop documents to upload.
  • Reference documents. Upload sample documents to show how a request should be completed.
  • Password protection. Protect sensitive information with the option to password-protect the microsite to control access.
  • Automated email reminders. Auditors can set up a reminder schedule to follow up on pending requests.

See how it works

Start collaborating in a better way today

The intuitive design helps to ensure a smooth transition for you and your clients. Current customers can simply log into AdvanceFlow to get started. The new, time-saving feature is already available — at no additional cost.

Not an AdvanceFlow customer? There’s never been a better time to rely on Thomson Reuters.

Your dynamic, end-to-end audit solution

Solve multiple challenges confidently with Cloud Audit Suite