GAASFlow

Plans and prices

Every plan, in full

On the record

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.gaasflow.com · read 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.gaasflow.com · read 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.gaasflow.com · read 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.gaasflow.com · read 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.gaasflow.com · read 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.gaasflow.com · read 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.gaasflow.com · read 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.gaasflow.com · read 3 Oct 2026

Support

Starter includes standard product support, Professional adds priority support, and Firm includes a named support contact and security-questionnaire support.gaasflow.com · read 3 Oct 2026

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.gaasflow.com · read 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.gaasflow.com · read 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.gaasflow.com · read 3 Oct 2026

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