Getting started with AdvanceFlow

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This topic provides overview information about AdvanceFlow. It also includes information about configuring AdvanceFlow, and about performing common tasks, such as creating engagements and workpapers, importing and updating trial balance information, adding notes, and creating reports.

AdvanceFlow overview

AdvanceFlow is an engagement management application that allows you to organize and update workpapers and client workflow information that is stored in GoFileRoom.

Note: To use AdvanceFlow, you must have access to your firm's documents in GoFileRoom. For more information, contact your firm's administrator.

You should be familiar with the following information before you begin working in AdvanceFlow.

Application update information

For AdvanceFlow release and update information, see AdvanceFlow user bulletins.

Performing administrative tasks

The following topics discuss common administrative tasks in AdvanceFlow.

Performing common tasks

The following topics discuss how to manage engagements in AdvanceFlow.

Additional resources

Additional help resources are available to help you get started with AdvanceFlow.

Related topics

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