VALIDFLO
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AI Onboarding Software for CPA Firms

Onboard clients in days, not weeks.

ValidFlo delivers AI-guided onboarding
and a unified data room for tax & accounting firms.

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Get early access and lock in founding-firm pricing for life. No spam.
Before & After

What ValidFlo actually fixes

Three problems every CPA firm knows. Solved.

Today
✕It takes 18 to 30 days to fully onboard a single new client
✕Tax and accounting still live in separate folders, portals, and checklists
✕Firms lose 340+ hours a year chasing missing client documents
With ValidFlo
✓Onboarding wraps up in days with one guided flow clients actually finish
✓One unified data room that brings tax & accounting together and thinks like a CPA
✓AI flags what's missing in real time, so nobody has to chase it by hand
NW
"I own a tax & accounting firm. Every January I watched my best people burn weeks chasing documents and asking clients questions we already knew the answers to. ValidFlo is the tool I needed and couldn't buy, so I built it inside my own firm."
Nik Watson
Founder, ValidFlo — working tax & accounting firm owner
How It Works

One connected flow

ValidFlo never asks your client a question their documents already answer. Intake starts from last year's return, requests only what actually changed, and files everything it receives — classified, checked, and ready — into one intelligent data room for tax and accounting.

app.validflo.com
AI-guided intake
AI-guided intake

An intake that only asks what matters.

Your client uploads last year's return. ValidFlo reads it and prefills their profile (entity, states, income sources, schedules) before they answer a single question.

Works on top of the tools you already run. No switching. No migration. Your data walks out with you anytime.
TaxDomeKarbonCanopyQuickBooks OnlineXero
Security

Built for the most sensitive files a business has.

Returns, bank statements, EINs, payroll. ValidFlo is built to protect client financials from day one.

Encrypted end to end

Documents are encrypted in transit and at rest — call it bank-level for the files that are literally bank statements.

Access controls for firms

Role-based permissions, MFA, and scoped access so the right people see the right clients as your firm grows.

Built for review

Audit logging, monitoring, and a clear compliance roadmap — SOC 2-ready infrastructure from day one.

Encrypted at restMFARole-based accessAudit loggingSOC 2-ready
Founding Firms · $499/year

Lock in founding firm pricing.

Save the 340+ hours your team loses every year chasing documents, for $499 a year, locked in for as long as you're a ValidFlo customer. Plus first access to every new feature and a direct line to our team.

✓ You're on the list. One email when we're ready for you.
● SOC 2-ready infrastructure