Audit engagement platform for CPA firms

Partner-ready audit files.Your firm brand. One modern workspace.

GAAS Flow is the cloud audit platform mid-size practices use to plan, execute, and conclude engagements with consistent quality - trial balance, intelligence, confirmations, client PBC, and a deep methodology library, all under your letterhead.

14-day trial | No credit card required to explore | Live in hours, not quarters

496+
Workpaper programs
Full lifecycle coverage partners can rely on
3,785+
Executable procedures
Step-level guidance staff actually complete
25
Methodology series
Permanent file through reporting & specialty
26+
Decision engines
Branching judgment with standards orientation

Built for firms that refuse to choose between depth, speed, and brand professionalism.

Multi-user cloudWhite-labelGAAS-orientedSame-day launch

The cost of “good enough”

If your audit stack still feels cobbled together, it is.

Growing practices lose hours - and sometimes quality - to tools that never became a complete engagement system. GAAS Flow is the upgrade path without the enterprise circus.

Scattered workpapers

Spreadsheets, PDFs, and desktop folders that never quite become one engagement story.

Uneven file quality

Strong seniors produce great files. Newer staff invent process under deadline pressure.

Partner bottlenecks

Review time spent hunting for status instead of exercising judgment on real risks.

Brand that looks generic

Client-facing and internal packages that still look like someone else's template kit.

Why firms choose GAAS Flow

Outcomes partners can feel in the first busy season

Not another checklist PDF. A complete engagement platform engineered for documentation quality, team throughput, and files you are proud to put your name on.

1Partner confidence

Walk into review with a file that is already organized

Risk snapshots, open review notes, completion status, and a one-click partner summary - so briefing meetings start with facts, not scavenger hunts.

  • Partner summary built for sign-off conversations
  • Open notes and activity history in plain view
  • Print packages ready for the permanent file
2Practice consistency

Same quality standard on every engagement - not just the partner's favorite clients

Guided workflow, decision engines, and a deep methodology library keep staff executing the same disciplined approach from acceptance through QC.

  • 7-phase engagement tracker teams can actually follow
  • Yes/No decision engines with AU-C / GAAS orientation
  • Entity modules for commercial, NFP, governmental, and EBP
3Speed to delivery

Less rebuild. More fieldwork. Faster file assembly.

Import the trial balance, drive scoping from client data, track confirms and PBC, and roll engagements forward - so next year starts closer to done.

  • Trial balance -> cycles, leads, variance, materiality aids
  • Confirmations hub + client PBC portal
  • Roll-forward / duplicate for next-year efficiency

Your firm on every page

Legal name, logo, confidentiality footer, and partner defaults - automatically on workpapers and print packages.

Cloud collaboration without chaos

Invite partners, managers, staff, and reviewers. Autosave. Roles. Activity history. One source of truth.

Judgment, documented

Decision engines, risk dashboards, materiality tools, and review notes that make documentation reviewable - not theatrical.

Built for mid-size practices

Depth without multi-year implementations. Brand the workspace and open a real engagement the same day.

Complete platform

Everything an engagement needs - plan, execute, conclude

Stop stitching half-tools together. GAAS Flow is the engagement system your staff will actually open every day.

Engagement command center

One multi-user cloud file: branding, roles, autosave, notes, docs, and status - not five tools stapled together.

Trial balance that drives the work

Import client data for cycle mapping, FS views, lead schedules, PY variance, AJE proposals, and materiality assists.

Audit Intelligence + AI Assist

Concentration and risk flags, sample planning aids, and professional draft language for memos, conclusions, and review points.

Confirmations & PBC that unstick fieldwork

Track bank, AR, debt, legal, inventory, and investment confirms - plus a client portal for prepared-by-client requests.

Methodology that earns its keep

496+ workpaper programs and 3,785+ procedures across the full audit lifecycle and specialized entity types.

Quality before report release

Review notes, activity log, completion discipline, and partner export so open judgments are closed - not buried.

Methodology library

496+ programs. 3,785+ procedures. Built to ship work - not impress a brochure.

A structured audit program library covering permanent file, planning, major cycles, fraud, controls, completion, and reporting - plus specialized NFP, governmental, and EBP modules when those engagements walk in the door.

Content pack
2026.2
Entity types
8
User roles
5
Interactive decisions
26+
Permanent file
Governance, policies, contracts, related parties - organized for reuse.
Planning & risk
Acceptance, materiality, RMM, fraud, IC, IT, sampling - structured, not ad hoc.
Cash & treasury
Confirms, reconciliations, cutoff, restricted cash, kiting response.
Revenue & AR
Recognition considerations, confirms, allowances, deferred revenue, fraud response.
Inventory
Observation, pricing, LCNRV, cutoff, third-party locations.
Investments
Custody, fair value hierarchy, income, impairments.
PP&E & leases
Additions, depreciation, impairment, lease accounting considerations.
Payables & payroll
Search for unrecorded liabilities, accruals, payroll integrity, benefits.
Debt & tax
Covenants, classification, income tax considerations, other taxes.
Equity & OCI
Issuances, equity-based compensation, distributions, AOCI.
Fraud & controls
Override tests, tests of controls, deficiencies, communication discipline.
Completion & report
Subsequent events, representations, opinion path, file assembly.

The workspace experience

Software partners can put in front of a client committee

Firm-branded headers, risk cards, recommended procedures, review notes, document vault, activity history, and partner export - designed for daily fieldwork and serious demos.

  • Live progress and autosave status you can trust under deadline
  • Series navigation across the full engagement file
  • Open review notes surfaced where they matter
  • One-click partner summary for review meetings
  • Client portal link for PBC - no more buried email threads
Open your firm workspace free
Engagement workspace | 496+ WPs
Your firm legal name
Professional Audit Program
Overall | Moderate
Fraud | Elevated
GC | Clear
A-8Fraud Risk Assessment
YesNo

Documented response | linked procedures recommended | ready for manager review

Get started

From signup to partner-ready file - same day

No six-month implementation. No army of consultants. Brand it. Invite the team. Run the work.

01
Create your firm

Legal name, logo, footer, partner defaults - once.

02
Invite the team

Partners, managers, staff, reviewers with seat control.

03
Run the engagement

TB, workflow, library, confirms, PBC, AI assists.

04
Review & release

Partner summary, print package, documentation closed.

Firm data isolation
Every query is scoped to your firm. Client files are never shared across tenants.
Role-based access
Owner, partner, manager, staff, reviewer - invite only the people you trust.
Standards-oriented methodology
Procedures and citations oriented to GAAS / AU-C concepts to support professional judgment.
Your work product stays yours
Print packages and partner summaries export under firm control - not locked in a black box.

Simple pricing

Full methodology on every plan. Pay for seats - not for features locked behind sales.

Starter from $199/mo. Pro for growing teams. Firm for practice-wide rollouts with onboarding. Start free, upgrade when the value is obvious.

FAQ

Straight answers for partners and buyers

No hype. No vague “enterprise transformation.” Just what you need to decide.

Is GAAS Flow affiliated with the AICPA?+
No. GAAS Flow is independent software. We reference professional standards for orientation only and do not claim endorsement by any standards body or publisher. Professional judgment remains your firm's responsibility.
Will our clients and partners see our firm brand?+
Yes. Your legal name, logo, confidentiality footer, and default partner flow onto engagement workpapers and print packages automatically. It looks like your practice - because it is.
How deep is the methodology library?+
The content pack includes 496+ indexed workpaper programs across 25 series, with 3,785+ detailed procedures and interactive decision points - spanning commercial, not-for-profit, governmental, and employee benefit plan engagements.
Can the whole team work the same engagement?+
Yes. Cloud autosave supports multi-user firm workspaces. Review notes, roles, and activity history keep the file coordinated without emailing "final_v7.xlsx".
What entity types are covered?+
C-Corp, S-Corp, LLC, partnership, sole proprietorship, not-for-profit, governmental, and employee benefit plans - with specialized modules where those engagements demand it.
How fast can we be productive?+
Most firms brand the workspace, invite the team, and open an engagement the same day. Load the demo engagement for partner walkthroughs and staff training in minutes - not weeks of implementation theater.
Does this replace professional judgment?+
Never. GAAS Flow structures the work, surfaces considerations, and documents decisions. Partners and engagement teams still exercise professional skepticism and sign the report.
What if we outgrow Starter?+
Upgrade seats and plan anytime from Billing. Pilot upgrades work even before Stripe is configured for production. Firm-wide rollouts get custom onboarding and volume pricing.
GAASFlow

Put your firm's name on a platform that deserves it

Start a trial. Brand the workspace in minutes. Load the demo engagement. Walk partners through a real file - before your next busy season decides for you.

Independent software | Not affiliated with or endorsed by the AICPA | Professional judgment required