GAASFlow
GAASFlow is cloud audit engagement software for independent and growing CPA firms.
What GAASFlow is
GAASFlow is cloud audit engagement software for independent and growing CPA firms. It keeps evidence, conclusions, review notes, and sign-offs in a shared engagement file. Users can import trial balances by CSV or paste, map accounts to cycles, seed lead workpapers, and view prior-year variance and materiality assistance. Guided workpapers support evidence attachments, linked review notes, preparer and reviewer stamps, locks, and partner approval controls. A client portal gives expiring, token-scoped access to existing requests, while keeping internal workpapers and review material unavailable to clients. GAASFlow can produce a governed report-package PDF and portable engagement ZIP with an integrity manifest; released engagements can also include a client-delivery DOCX. It runs on the web and offers a 7-day trial with three user seats and no credit card required. The product is an engagement file, not a full general ledger.
Good
- CSV and pasted trial-balance imports
- Guided workpapers with evidence attachments
- Client portal limits access to existing requests
- PDF and ZIP engagement exports available
Watch out
- No free plan
- Excel workbook import is not included
- Not a full general ledger
- SOC 2 and SAML/SSO are roadmap items
Who it suits
It suits CPA firms that want a shared space for audit evidence, workpapers, reviews, and client requests. Firms needing a full general ledger, Excel workbook import, or a complete statistical sampling package should note those omissions.
Verdict
GAASFlow brings trial-balance workflows, workpapers, review controls, and client requests into one web-based engagement file. Check its plan limits and missing features against your firm’s workflow before choosing a paid plan.
Plans and prices
From GAASFlow's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $349 a month | 5 users · 5 GB storage per firm · 25 MB per document · unlimited engagements, subject to reasonable use · Monthly; or $3,490/yr · 2 months free |
| Professional | $799 a month | 15 users · 25 GB storage per firm · 25 MB per document · unlimited engagements, subject to reasonable use · Monthly; or $7,990/yr · 2 months free |
| Firm | $1,499 a month | 40 users · 100 GB storage per firm · 25 MB per document · unlimited engagements, subject to reasonable use · Monthly; or $14,990/yr · 2 months free |
The facts
Each one read from GAASFlow's own pages, with the date it was checked.
What it does
- Compliance limits
- GAASFlow says SOC 2, SAML/SSO, and an independent penetration-test summary are on its roadmap and are not currently claimed as completed or available.checked 3 Oct 2026
- Exports
- GAASFlow can generate a governed report-package PDF and portable engagement ZIP with an integrity manifest; released engagements can also have a client-delivery DOCX.checked 3 Oct 2026
- Integrations
- CSV and pasted trial balances are the supported self-service import path; QuickBooks Online and Xero API adapters require configuration, and customer-facing self-service authorization is not generally available.checked 3 Oct 2026
- Methodology
- GAASFlow describes its methodology as an original, firm-adaptable toolkit and says it is not AICPA-endorsed or a substitute for professional standards or firm methodology.checked 3 Oct 2026
- PBC portal
- The client PBC portal provides expiring, token-scoped access to existing requests, while clients cannot access internal workpapers, risks, conclusions, or review notes.checked 3 Oct 2026
- Product limits
- The product is an engagement file rather than a full general ledger; Excel workbook import and a complete statistical sampling package are not currently included.checked 3 Oct 2026
- Purpose
- GAASFlow is cloud audit engagement software for independent and growing CPA firms, with a shared engagement file for evidence, conclusions, review notes, and sign-offs.checked 3 Oct 2026
- Security
- The stated controls include HTTPS/TLS, provider-managed database-volume encryption at rest, firm-level tenant isolation, role-based access, optional or firm-required TOTP MFA, and session revocation.checked 3 Oct 2026
- Support
- Starter includes standard product support, Professional adds priority support, and Firm includes a named support contact and security-questionnaire support.checked 3 Oct 2026
- Workpapers and review
- The product provides guided workpapers, evidence attachments, workpaper-linked review notes, electronic preparer and reviewer stamps, locks, and partner approval controls.checked 3 Oct 2026
Money
- Trial-balance workflow
- Users can import trial balances by CSV or paste, map accounts to cycles, seed lead workpapers, and view prior-year variance and materiality assistance.checked 3 Oct 2026
- Trial terms
- The 7-day trial includes the working application, three user seats, and the completed Summit Ridge sample engagement, with no credit card required.checked 3 Oct 2026
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