--- title: AdvanceFlow Reviews meta_title: 'AdvanceFlow Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 15 reviews by the users' company size, role or industry to find out how AdvanceFlow works for a business like yours. aggregate_rating: rating_value: 3.3 review_count: 15 scale: '5' date_modified: '2026-06-22' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # AdvanceFlow Reviews **Vendor:** Thomson Reuters **Category:** [Financial Audit Software](https://www.g2.com/categories/financial-audit) **Average Rating:** 3.3/5.0 **Total Reviews:** 15 ## About AdvanceFlow AdvanceFlow by Thomson Reuters is audit engagement management software hosted in the cloud. With AdvanceFlow, you can work from anywhere and collaborate on even the most complex audits. With just a click, you can access engagements, workpapers, and colleagues wherever you are, in real time. We offer a new level of convenience as well as a whole new set of possibilities - backed by the power of audit management and trial balance to manage the most complex clients and most data-intensive projects. Security layers ensure that only authorized users can access specific documents in AdvanceFlow. A feature of the system also protects emailed documents, so they can only be viewed by the intended recipients. AdvanceFlow's advanced security options allow you to maintain full control over your documents while ensuring their integrity. Most of the top accounting firms in the United States are already using Thomson Reuters' GoFileRoom® cloud-based document management system. So, we integrated AdvanceFlow and GoFileRoom seamlessly. Along with AdvanceFlow's additional capabilities, GoFileRoom users will enjoy familiar navigation, workflow, and security features. Copy this link into your browser for a free demo! https://tax.thomsonreuters.com/us/en/cs-professional-suite/advanceflow#form ## AdvanceFlow Reviews ### 1. No free trial but Smooth Team Collaboration **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about AdvanceFlow?** The team can work simultaneously on the same engagement, which makes collaboration smoother and helps keep everyone aligned. **What do you dislike about AdvanceFlow?** The pricing is quote-based, with no public price list or free trial, which makes it harder for small or mid-size firms to assess cost-effectiveness upfront. **What problems is AdvanceFlow solving and how is that benefiting you?** Stay in sync without version conflicts and access files from anywhere. ### 2. Not efficient or effective **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2023 **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 excessive amounts of time. If I can get a sales call 3x per week, then I should get solutions to issues even faster. I tell people often to avoid this product at all costs. **What problems is AdvanceFlow solving and how is that benefiting you?** AF was supposed to allow our teams to function in the audit field and be more efficient/effective overall. That's not at all what happened. This has been a detriment to our business. ### 3. TERRIBLE Service **Rating:** 0.0/5.0 stars **Reviewed by:** Anthony M. | Accounting Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2022 **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 currently on hold for 1 hour and 45 minutes and have not spoken to anyone. There are many software issues that have made me consider quitting my job so I do not have to deal with this software again. For example Checkpoint engagement workpapers automitcally duplicated in a client binder for no reason and they cannot be permanently deleted. Next workpapers get linked for no apparent reason. I go to click on 1 workpaper and another one gets checked off as well. Finally the most behind frustrating thing is that when I have clicked on one workpaper to delete it a completely seperate folder gets checked off as well and deletes with it. Then when I try to delete said workpaper permanently and its the only thing that is checked off everything gets deleted instead and I have to start all over. And heres the real kicker even if I try to permanently restore the workpaper and the folder with other workpapers in it instead and permanently deletes and is gone forever. This service sucks. **What problems is AdvanceFlow solving and how is that benefiting you?** There is been no benefit and the only problems that I am solving are the problems that are associated with the software ### 4. Hidden Cost **Rating:** 1.5/5.0 stars **Reviewed by:** Lee W. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2022 **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 the phone. Many times the system will drop the call after you have waited an extended period forcing the process to start over. In our experience, the IRS has better customer service than AdvanceFlow. **What problems is AdvanceFlow solving and how is that benefiting you?** Although the concept is great, I cannot recommend adopting Advanceflow at this time due to the terrible support. ### 5. More accurate and easier audits. **Rating:** 5.0/5.0 stars **Reviewed by:** João X. | RPA Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2021 **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 far the audits are perfect with AdvanceFlow. **What problems is AdvanceFlow solving and how is that benefiting you?** AdvanceFlow greatly facilitates the handling of internal company audits and the confidentiality of user data. The admin can view the full, real-time item reports for better analysis. Few tools have given us so much peace and efficiency to do this activity occasionally. As it is fully managed in the cloud, it works from anywhere and on any device, providing flexibility. ### 6. Advanceflow **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2022 **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 ### 7. Perfect Size! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2021 **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! ### 8. Never used it - Wanted to review JUST the setup process **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2021 **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 was baffled for a while. After we got the program to actually open, we had other errors where we had to send sample folders to them only to find out the program does not work with periods in directory names. Then we could not just rename the folder, we had to also rename all the files in the folder to match. Then the program would not work properly as a standard user, would not work in elevated admin rights. Would only work from a logged in admin user. This is the worst experience. In the end we wasted weeks just to get to the point of actually putting data in advanceflow. **What problems is AdvanceFlow solving and how is that benefiting you?** getting rid of expensive caseware. ### 9. AdvanceFlow audits and risk data !! **Rating:** 4.0/5.0 stars **Reviewed by:** Robert M. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2020 **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 dislike about AdvanceFlow?** It is an interface that requires technical knowledge to be able to handle it in its entirety, draw on its tools completely and obtain expected results, so that new members who do not have said knowledge cannot exercise complete management through this software without first being trained, I think a less complex interface to handle would be an attractive solution to this. For our company, despite the aforementioned, it continues to give us powerful tools and support for our workflow, therefore it is a very powerful software. **Recommendations to others considering AdvanceFlow:** It is a cloud-based audit participation software that gives us complete and fast access to our clients' documents power in a matter of seconds. It minimizes online risk by providing collaboration through trusted engagement, through automated analysis of detailed consumer information that adds real-time value to the process. **What problems is AdvanceFlow solving and how is that benefiting you?** The system is extremely flexible, therefore it allows all personnel to adapt it to our work, customizing the security configuration for the specific access needs of each team. Thanks to its storage in the cloud we can obtain the necessary tools to carry out complex audits at any time and place. We can manage our documents in a more efficient way and thus obtain a more optimal process. Through your trial balance, we are able to handle larger fund and consolidation clients, which improves our company's income. ### 10. Cloud based engagement software **Rating:** 5.0/5.0 stars **Reviewed by:** Javier F. | Associate Professor, Enterprise (> 1000 emp.) **Reviewed Date:** November 11, 2020 **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 you?** To integrate audit solutions and most data heavy jobs in an instant. You can work from the cloud and you dont need to download ay software. It saves you time and has flexible system configuration for you to choose. I recommend it! ### 11. Great for audit engagement **Rating:** 4.5/5.0 stars **Reviewed by:** Maria Mercedes A. | Senior Associate Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** November 13, 2020 **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 and how is that benefiting you?** I liked that you can work completely in the cloud, and even linked integrations. I loved the advanced workflows and their real time collaboration capabilities to exchange files with colleagues online. I recommend it! ### 12. Spend your time fixing their problems while paying their subscription **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2020 **What do you like best about AdvanceFlow?** Drag and drop documents into a file. It's a glorified 'windows explorer folder' **What do you dislike about AdvanceFlow?** You will spend all your time fixing their problems. It crashes on a dime and you lose all your work. If you want to lose sleep, spend all your time fixing their problems, and be unhappy, then this is your product. **Recommendations to others considering AdvanceFlow:** You want the issue? While you are clunking around in administrative time providing Beta feedback to Thomson Reuters, you are not billing your clients for professional services. The sales people will always sell you on the features they want to provide, and how it will save you time, money, and effort. It should be a red flag if you ask a question about a supposed feature and the answer is "it's under development." Especially when the feature magically works on the demonstration being promoted. This product is horrible. When you are in a little bubble, where there are no phone calls, staff meetings and interruptions, and you never have to get up to eat food or go to the bathroom, this product might work out for you. It's analogous to a game of "Operation" back in the day. You must consider every single action, click as precise, because one misstep will cause the buzzer to go off and next thing you know you just lost all your work. The price of the product doesn't really matter when you have to spend all your time and effort to develop processes and procedures for product features that don't work, doesn't work as intended, is a feature for a future development. What it feels like is they push Beta programming to end users in real time. **What problems is AdvanceFlow solving and how is that benefiting you?** Instead of going to the network folder for client information, I go to the dashboard. Few benefits have been realized. So far, we have gone backwards with AdvanceFlow. You lose work in Excel. Whether the system times out or your Excel document crashes. The data recovery is even worse, but it sometimes works. Good luck figuring out where you left off. ### 13. Great Cloud Based Audit Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Joyce B. | Software Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** December 02, 2019 **What do you like best about AdvanceFlow?** We have access to the tools whether we are in the office or in the field since it is cloud based. We never worry about downloading any software, installing software, or updating software because the system is cloud based are we are able to perform complex audits without compromising quality anytime, anywhere. The system allows us to perform several tasks at once and for data intense tasks they are simplified by templates that we use from the system to complete such tasks. Its multilayer security allow only authorized users to access files in the system or through email making it secure and reliable. Funding clients and performing consolidations is even easier in the system with its trail balance capability. In addition, GoFileRoom platform makes the audit streamlined with the integrated file management system. **What do you dislike about AdvanceFlow?** It's complexity requires minimum system requirements that are higher like a higher resolution monitors of which they are not cheap. It also needs on job training for employees to make full use of the system and automate processes. **Recommendations to others considering AdvanceFlow:** Advance Flow makes work easier and reduces the need for extra costs on hardware because it runs from the cloud. It is a great option for both small and large enterprises that need streamlined and smooth audits in their organization. **What problems is AdvanceFlow solving and how is that benefiting you?** We perform our audits with up to date data that syncs from all users in real time. Most importantly, we are able to access the system and perform large scale audits from anywhere without the need to be in the office. Most of the processes of an audit are simplified and automated in the system making it easy for us to focus on other important tasks and increase our productivity. ### 14. Control the financial area with this system. **Rating:** 4.0/5.0 stars **Reviewed by:** Jose P. | Team Manager, Consumer Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2019 **What do you like best about AdvanceFlow?** AdvanceFlow is a system that we use in our company to audit financial systems and, therefore, to know how the organization is economically we are very happy, because it is a totally online service and that allows us to work together with our accountants and make the reports are safer and more efficient, in addition to keeping all the information in the cloud it allows to give more security to the reports. **What do you dislike about AdvanceFlow?** We have no problems with this service for us, it is an excellent service at an economical price and specifically helps the accountants of our company. **Recommendations to others considering AdvanceFlow:** I recommend the service because it is broad and optimal and also has subjective support and incredible software across the cloud makes it much more reliable and fast, I recommend it. Although I also recommend reviewing other software and finding a more viable solution for what they need. **What problems is AdvanceFlow solving and how is that benefiting you?** Very serious problems because the financial data or the audit was a very slow process that caused the accountants to suffer upon reaching a conclusion or answers to finish the work and know how our organization is financially, that is why we are looking for a solution to help accountants to review much faster, We found this AdvanceFlow service that allows you to help speed up the process and deliver a quick report and all through the cloud that makes it safer, in addition to offering incredible support to help much more In the process, very happy with the software. ### 15. Auditing from anywhere at anytime **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** November 15, 2019 **What do you like best about AdvanceFlow?** Being cloud based we don't need to be at office to access its best auditing tools, we can access it anywhere while collaborating with our fellow users wherever they are. It has customizable security features so that we can control what our team needs to access. It has a variety of templates that makes huge data tasks easy to perform. Gofileroom platform with its easy integration has also helped us with large document handling and processing. **What do you dislike about AdvanceFlow?** Advanceflow has trouble cooperating with old systems as it is advanced and far forward, of which it isn't its problem. As of now we have no trouble using it. **Recommendations to others considering AdvanceFlow:** Auditing needs to be flexible and quick while not leaving any stone unturned. Advanceflow helps achieving greatness with ease. **What problems is AdvanceFlow solving and how is that benefiting you?** No matter how complex the audit is, we always get the tools for the work wherever we are due to its cloud based convenience. ## AdvanceFlow Discussions - [What is AdvanceFlow used for?](https://www.g2.com/discussions/what-is-advanceflow-used-for) - [How to use AdvanceFlow](https://www.g2.com/discussions/how-to-use-advanceflow) - 1 upvote - [View AdvanceFlow pricing details and edition comparison](https://www.g2.com/products/advanceflow/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-29+22%3A18%3A49+-0500&secure%5Bsession_id%5D=ce227b83-34cb-4c1a-b0de-6f4748ec9f4f&secure%5Btoken%5D=01e2cd2219e002dd2b63c3acb30316e342cb0db4c3e22b2b6c986daf453d3894&format=llm_user) ## AdvanceFlow Features **Audit** - Automation - Risk - Compliance - Globalization **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Analytics** - Behavior Analysis - Risk Analysis - Optimization **Agentic AI - Financial Audit** - Proactive Assistance ## Top AdvanceFlow Alternatives - [AuditFile](https://www.g2.com/products/auditfile/reviews) - 4.3/5.0 (15 reviews) - [Hubdoc](https://www.g2.com/products/hubdoc/reviews) - 4.3/5.0 (87 reviews) - [DataSnipper](https://www.g2.com/products/datasnipper/reviews) - 4.8/5.0 (217 reviews)