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AdvanceFlow Reviews & Product Details

Lee W.
LW
Partner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

AdvanceFlow Overview

What is 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 Details
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Product Description

Thomson Reuters AdvanceFlow is the first cloud-based audit engagement software that combines the convenience of the cloud with enterprise-level processing power. Engagements, workpapers, and colleagues are available in real time, whether you're in the office, in the field, or anywhere else. It's a new level of convenience — backed by the auditing tools and trial balance power to handle the most complex clients and the most data-heavy jobs.


Seller Details
Year Founded
2008
HQ Location
Toronto, CA
Twitter
@thomsonreuters
152,777 Twitter followers
LinkedIn® Page
www.linkedin.com
34,134 employees on LinkedIn®
Ownership
NYSE:TRI
Total Revenue (USD mm)
$5,984
Description

Know today. Navigate tomorrow. In an era of unprecedented change, we are delivering innovative technology and AI that empower professionals to confidently address the complexities of today and the unknowns of tomorrow.


Robin C.
RC
Overview Provided by:

Recent AdvanceFlow Reviews

Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
0.0 out of 5
"Not efficient or effective"
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 ...
Lee W.
LW
Lee W.Small-Business (50 or fewer emp.)
1.5 out of 5
"Hidden Cost"
Availability of all engagement files and practice aid in the cloud. This is a valuable resource that greatly enhances productivity when everything ...
Anthony M.
AM
Anthony M.Small-Business (50 or fewer emp.)
0.0 out of 5
"TERRIBLE Service"
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...
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AdvanceFlow Media

AdvanceFlow Demo - Experience cloud-based audit software
AdvanceFlow®, part of Thomson Reuters cloud audit suite, is your web-native organizational hub used to power your audit workflow while allowing next-level, real-time access to workpapers, trial balances, and peers throughout the engagement. Contact us today.
AdvanceFlow Demo - AdvanceFlow
Audit engagement software hosted in the cloud
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13 out of 14 Total Reviews for AdvanceFlow

3.3 out of 5
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G2 reviews are authentic and verified.
Verified User in Accounting
AA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Anthony M.
AM
Accounting Associate
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

João X.
JX
RPA Developer
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
What do you like best about AdvanceFlow?

Importing TB to ultra tax really works fine.. Review collected by and hosted on G2.com.

What do you dislike about AdvanceFlow?

Engagement binder is to slow sometimes which gives more problem Review collected by and hosted on G2.com.

Recommendations to others considering AdvanceFlow:

Good to use Review collected by and hosted on G2.com.

What problems is AdvanceFlow solving and how is that benefiting you?

Time saving Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about AdvanceFlow?

Compatible for small CPA firm needs. Very user friendly! Review collected by and hosted on G2.com.

What do you dislike about AdvanceFlow?

Tech support needs improvement for advancement of product. Review collected by and hosted on G2.com.

What problems is AdvanceFlow solving and how is that benefiting you?

I was able to get daily work accomplished organized! Review collected by and hosted on G2.com.

Verified User in Accounting
AA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems is AdvanceFlow solving and how is that benefiting you?

getting rid of expensive caseware. Review collected by and hosted on G2.com.

RM
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Javier F.
JF
Associate Professor
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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 Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Maria Mercedes A.
MA
Senior Associate Auditor
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
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 Review collected by and hosted on G2.com.

What do you dislike about AdvanceFlow?

There is nothing I dislike. Advanceflow has a great cloudbase architecture for complex audits. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about AdvanceFlow?

Drag and drop documents into a file. It's a glorified 'windows explorer folder' Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.