AdvanceFlow features
Where cloud-based convenience meets enterprise-level power
Manage an entire audit and communicate relevant information to clients from a single source
Investing in the right technology will help you save time.
Client communications
Streamline the information request process with the ability to send and track client communications using the Communications tab. You can also track the discussion in real time and upload sample documents to show how the request should be completed. Manage documentation through drag and drop and set up automated email reminders for pending requests.
Modern user interface
Maximize your workspace, easily see your engagements, track due dates with the engagement dashboard, and get notifications for tasks assigned to you with this intuitive interface.
Audit confirmations
Initiate, monitor, and receive in-network financial confirmation seamlessly from AdvanceFlow with integration to Confirmation.
Roll forward
Save time with a simple, quick, and effective roll-forward feature that provides engagement information, reporting periods, dates and indexing, trial balance, and work paper settings for the subsequent year’s audit file.
Real-time updates
Ensure you are working from the most current engagement with automatic updates that happen in real time — no need to refresh or worry about sync issues.
Real-time collaboration
Boost efficiency with the ability to work on the same engagement at the same time as your colleagues to enhance productivity, regardless of your working location.
Real-time access
Gain the flexibility to work from wherever life takes you by simply logging into AdvanceFlow from any computer to access your up-to-date engagements.
Manage even the most data-intensive engagement with a variety of work paper management features that allow you and your team to get the job done faster and more accurately.
Customizable workspace
Simply drag-and-drop to organize your workpapers in a way that works for you, including customizable folders, signoffs, and more. The design of AdvanceFlow continues to improve for greater efficiency without disrupting your workflow.
Multitasking capabilities
Perform several tasks simultaneously by accessing the same documents as your colleagues with cloud-based technology.
Review notes
Attach notes to your workpapers and assign to staff for follow up. See notes assigned to each staff member or work paper.
Permissions
Lock a work paper, assign it, or undo the checkout.
Easy signoff
Assign and track signoffs right from AdvanceFlow.
Prepare financial statements quickly and accurately with fast imports and customizable features. The working trial balance is powerful, even for large consolidation and fund clients.
Microsoft Excel import
Exceptionally fast imports and exports make it easy to transfer data from spreadsheet files. AdvanceFlow can quickly import a large chart of accounts so you can continue working on the engagement during the import process.
Journal entries
Add, edit, or delete journal entries from the Journal Entries tab on AdvanceFlow. You can create and modify any adjustments to the trial balance using any available type.
Consolidated trial balances
Easily and efficiently complete your consolidations. Staff can work on the trial balances at the same time.
Custom Reports
Create reports by adding as many columns as you want. It’s simple to add or edit options and columns.
Microsoft Office integration
Link your Excel and Word files to the trial balance. Names, dates, and numbers will update and recalculate when AdvanceFlow data changes.
Customizable views
Save the column structure of your working trial balance.
Extensive account filtering
Filter based on funds, divisions, or by criteria within the account number.
Notifications
Get notifications for tasks assigned to you.
Complete your work quickly with these trial balance capabilities
Have questions? Contact a representative.
Confidently complete engagements faster with seamless data flow to Thomson Reuters solutions and integration with Microsoft Office.
Microsoft Excel integration
Using the AdvanceFlow toolbar, you can integrate with the Microsoft Office suite of products, including Word and Excel, to create audit workpapers, financial statements, or lead sheets.
Audit workflow
AdvanceFlow brings a new level of convenience as part of Cloud Audit Suite, an end-to-end solution to easily manage your entire audit engagement from a single source, including audit confirmations.
Tax workflow integration
Experience a seamless workflow with integration to other Thomson Reuters solutions, including GoSystem Tax RS and UltraTax CS, to confidently complete engagements faster without duplicative data entry.
Document management
Access GoFileRoom through AdvanceFlow to create a paperless workflow. The premier cloud-based document management and storage system standardizes and organizes volumes of documents to your business's needs.
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