For Clients

The data you share with your accountant through Inflo is stored in an encrypted format. You control who has access to your financial information, and you have the peace of mind that comes with always knowing where it’s stored.

When your advisor uses Inflo, you spend up to 30% less time preparing information by providing a single data set. Using the data they can perform more of their work off-site throughout the year making the time spent onsite with your team more valuable and focused on the key areas that will add value to your business.

Chasing status updates or progress reports can be frustrating. Inflo provides you with a transparent approach to project management, so you can see the status of a project in real-time on any device.

In the digital world, running reports and printing documents feels archaic and wastes time. Inflo transports your firm into the digital age: you can access it from any device, anywhere and use it to seamlessly, safely, and securely transfer digital files.

Whether it’s the individual transaction by-passing controls, the inefficient process embedded in your systems or how your KPIs compare to everyone in your industry, Inflo advisors always have a different and valuable perspective to share with you.

Inflo empowers your advisors to do more than the annual compliance work. Now you can gain assurance over the quarterly or monthly numbers that form the basis of the key decisions in your business, or you can see how you are trending against industry peers to provide more context on your performance.