Freedom251 › External Audit Software
GAASFlow
What GAASFlow is
GAASFlow is web-based audit engagement software for independent and growing CPA firms. It keeps evidence, conclusions, review notes, and sign-offs in a shared engagement file. Trial balances can be imported by CSV or pasted, mapped to cycles, and used to seed lead workpapers, with prior-year variance and materiality assistance. Guided workpapers support evidence attachments, linked review notes, electronic preparer and reviewer stamps, locks, and partner approvals. A client PBC portal gives expiring, token-scoped access to requests without exposing internal workpapers, risks, conclusions, or review notes. GAASFlow exports governed report-package PDFs and portable engagement ZIPs with integrity manifests; released engagements can also include a client-delivery DOCX. Security controls include HTTPS/TLS, encryption at rest, tenant isolation, role-based access, TOTP MFA options, and session revocation. A seven-day trial includes three seats and a sample engagement without a credit card. Starter costs $349 a month, billed monthly.
Who it suits
It is intended for independent and growing CPA firms needing structured engagement files, workpapers, review controls, client requests, and audit exports.
What it does well
- CSV or pasted trial-balance imports
- Guided workpapers and review notes
- Client portal limits internal access
- Governed PDF and ZIP exports
- Seven-day trial without credit card
What to know first
- No free plan
- Not a full general ledger
- Excel workbook import is unavailable
- SOC 2 and SAML/SSO are roadmap items
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Firm | Monthly; or $14,990/yr · 2 months free · 40 users · 100 GB storage per firm · 25 MB per document · unlimited engagements, subject to reasonable use | $1,499 a month |
| Starter | Monthly; or $3,490/yr · 2 months free · 5 users · 5 GB storage per firm · 25 MB per document · unlimited engagements, subject to reasonable use | $349 a month |
| Professional | Monthly; or $7,990/yr · 2 months free · 15 users · 25 GB storage per firm · 25 MB per document · unlimited engagements, subject to reasonable use | $799 a month |
As gaasflow.com lists them, read 3 Oct 2026. The maker's own page has the final word.
Verdict
GAASFlow brings trial-balance workflows, workpaper review, client requests, security controls, and governed exports into one engagement file. Firms should note its scope limits and paid plans.
Facts from GAASFlow's own pages
- 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 3 Oct 2026
Where GAASFlow stands on Freedom251
- External Audit Software#15 of 29