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AdvanceFlow overview

AdvanceFlow is a secure, web-based, cost-effective, paperless audit and tax solution that can help your firm process workpapers, trial balances, and journal entries for your clients.

Set up AdvanceFlow

  • System requirements - Before you use AdvanceFlow, confirm that your computers meet the system and software requirements for AdvanceFlow. Pay close attention to the Adobe requirements.
  • GoFileRoom IT checklist and AdvanceFlow IT checklist - To accommodate software integration and internet setting options, you also need to make sure your computers are set up according to the IT checklists.