AdvanceFlow Reviews in March 2025: User Ratings, Pros & Cons

"Not efficient or effective"

What do you like best about AdvanceFlow? I liked the concept of AF: a one-source engagement manager that allowed functionality in the field, at home or in the office. However, that's just not how it worked out. What do you dislike about AdvanceFlow? It feels like AF wasn't properly beta-tested before release. We constantly experienced issues that ranged from minor inconveniences to leaving us dead in the water during the busy season. When we reached out to customer service, it took ...

"Hidden Cost"

What do you like best about AdvanceFlow? Availability of all engagement files and practice aid in the cloud. This is a valuable resource that greatly enhances productivity when everything works as intended. What do you dislike about AdvanceFlow? There is a dramatic hidden cost because their customer service is terrible. Occasionally things do not work, especially when installing on new computers. On these occasions, your staff will spend hours on hold waiting for Thomson Ruters to answer ...

"TERRIBLE Service"

What do you like best about AdvanceFlow? The whole point of switching from engagement to advanceflow was to gain efficency and plain and simple with all the problems that have arised it is the complete opposite. What do you dislike about AdvanceFlow? Im am not sure what is worse the customer service or the software. Extremely long waits just to talk with somebody. They allow a callback service that claims that you will be first in line well after receiivng that call back. I have been ...

"Advanceflow"

What do you like best about AdvanceFlow? Importing TB to ultra tax really works fine.. What do you dislike about AdvanceFlow? Engagement binder is to slow sometimes which gives more problem Recommendations to others considering AdvanceFlow: Good to use What problems is AdvanceFlow solving and how is that benefiting you? Time saving

"Perfect Size!"

What do you like best about AdvanceFlow? Compatible for small CPA firm needs. Very user friendly! What do you dislike about AdvanceFlow? Tech support needs improvement for advancement of product. What problems is AdvanceFlow solving and how is that benefiting you? I was able to get daily work accomplished organized!

"More accurate and easier audits."

What do you like best about AdvanceFlow? AdvanceFlow software upgraded the company's internal audit issues. It has been of great use and value because it brings everything needed for an audit. The files are available in real time bringing super detailed and personalized reports with options for actions, dates, users, devices. It's very safe and reliable. What do you dislike about AdvanceFlow? Honestly, we didn't have any reports of problems or errors in the software for us to comment. So ...

"Never used it - Wanted to review JUST the setup process"

What do you like best about AdvanceFlow? The web portal seems to work ok after you install all the plugins / addons required for it to load properly. What do you dislike about AdvanceFlow? Onboarding/setup. We were coming from caseware and their Data conversion utility to covert caseware to advanceflow sucks. First we had some dependecy the program needed but it didn't prompt and tell you that. IT gave a debug log where you had to dig through and puzzle it together. Even their on tech team ...

"Great for audit engagement"

What do you like best about AdvanceFlow? I used the free demo and I was able to see how great this software is. Has amazing auditing tools for data intensive sharing and streamlined engagements. Uses the go file room Platform. I tried different workflows to maintain document retention policies and the integration was great What do you dislike about AdvanceFlow? There is nothing I dislike. Advanceflow has a great cloudbase architecture for complex audits. What problems is AdvanceFlow solving ...

"Cloud based engagement software"

What do you like best about AdvanceFlow? Is a great tool for autiding purposes. Has a wide variety of tools and convines enterprise level processing power with the cloud. Is secure, very easy to use and you perform several tasks at once What do you dislike about AdvanceFlow? The platform is great for document management. I think the only thing I dislike that it was too efficient and I wish I had discovered this software before! What problems is AdvanceFlow solving and how is that benefiting ...

"AdvanceFlow audits and risk data !!"

What do you like best about AdvanceFlow? At the time of the audits for our company it has been of great advantage, since it makes all the files or documents available to us in real time. It gives us a detailed report where we can see the history of all the actions carried out, allowing us to keep track of the start and end dates of each of them. We can feel safe due to the support it offers us, its auditing tools facilitate a more complex handling of clients and with more data. What do you ...