One entity is missingA K-1 references Riverside Management LLC, but no return was included.
The whole client picture
Onboarding that
reads the documents.
Your client uploads last year’s return. ValidFlo reads it, asks only what the documents can’t answer, and hands your firm a prepared file before your team starts chasing.
Created By A Tax & Accounting Firm Owner
ONBOARDING · COMPLEX HOUSEHOLD
The Watson Prepared File
Built from the prior-year return and related records
84%FILE READY
4people
5entities
8rentals
3states
RELATIONSHIP MAP
RSRobert & SarahJoint filers · TX
OWNTRUSTEE / BENEFICIARY
RHRiverside Holdings1120-S · 60/40 ownership
WTWatson Family Trust1041 · grantor trust
8Rental propertiesTX · CO · AZ
EEEstate of EleanorFinal-year 1041
WHAT VALIDFLO FOUND
One answer still neededTwo rentals may have changed ownership since the prior-year return.
Source verifiedRobert’s 60% ownership is supported by two returns and the operating agreement.
Every fact links to the record behind it.
The friction
Three problems every accounting firm knows.
Before your team can do the work, it has to collect, clarify and reconnect the client’s information.
Onboarding takes too long.
It can take weeks to collect the information your team needs before work can begin.
Documents keep going missing.
Clients send partial information through different channels, and staff spend hours tracking down what is still needed.
Client information is fragmented.
Intake, document collection, tax work and accounting records arrive in disconnected places instead of one usable picture.
Repeated follow-upsGeneric intake formsUnclear document requestsMissing information found late
One Clear Flow
Documents before questions.
Everyone else asks the client questions. ValidFlo reads the documents the client already has.
Upload the return.
Your client uploads last year’s return instead of starting with a blank organizer.
ValidFlo reads the file.
ValidFlo extracts the people, entities, states, income sources, filings, schedules and records already available.
Ask only what changed.
The client gets a focused delta interview instead of a long generic questionnaire.
Start with a prepared file.
Your team gets a source-backed file that is organized, reviewable and ready for the first meeting.
Why this is different
The rules decide. Your firm reviews.
ValidFlo starts with the return, connects each material fact to its source and uses firm-controlled rules to decide what still needs to be requested. Every onboarding also creates a source-backed client record your firm can update instead of rebuilding next year.
- Documents before questions
- Built for business-owner clients
- Rules you can audit
- A file that gets stronger every year
CLIENT FACTVerified
Robert owns 60% of Riverside Holdings.
Riverside Holdings 2025 ReturnSchedule K-1 · Box G
PrimaryOperating AgreementArticle III · Ownership
SupportsBuilt for business-owner clients
Complex is the point.
Business-owner households
Personal returns, operating companies, holding entities, payroll and books.
Real-estate families
Multiple rentals, property LLCs, partnerships, states and ownership changes.
Trust and estate families
Grantors, trustees, beneficiaries, estates and the filings between them.
Inherited client books
Turn years of files into a usable client record when a partner retires or a firm is acquired.
Works with your stack
Works on top of the tools your firm already uses.
ValidFlo isn’t trying to replace your portal, practice-management system or bookkeeping stack. It sits before the workflow, reads the client’s records and hands your team the prepared file those systems do not create on their own.
CanopyTaxDomeKarbonQuickBooksXeroEmailClient portals
Connector availability will roll out in phases. ValidFlo begins with secure uploads and source-backed document reading.Security by design
Built for the most sensitive files a business has.
Returns, payroll records, bank statements, EINs and books need more than a shared folder. ValidFlo is built with encryption, access controls, MFA, role-based permissions and audit logging from day one.
EncryptionAccess controlsMFARole-based permissionsAudit logging
Note From The Founder
“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 WatsonFounder, ValidFlo — working tax & accounting firm owner
Questions, answered
The short version.
Is ValidFlo another practice-management system?+
No. ValidFlo sits before your existing workflow. It reads the client’s records and hands your team a prepared file; your practice-management system still handles tasks, communication and production.
How much does the client have to upload?+
Start with last year’s complete return and any related records already available. ValidFlo identifies what is already known and asks only for the smallest relevant follow-up.
Does ValidFlo replace professional judgment?+
No. The document reader extracts and phrases. Firm-controlled rules decide what gets requested, and your professionals review the prepared file.
Does ValidFlo replace our portal?+
No. ValidFlo is the step before the portal: it turns the documents your client provides into a prepared client file your team can use in the systems it already has.
How does ValidFlo protect client files?+
ValidFlo is built with encryption, access controls, MFA, role-based permissions and audit logging for sensitive tax and business records.
Pilot list
Help shape the onboarding layer built for modern CPA firms.
We’re working with a small group of CPA firms that serve business-owner clients. If onboarding still means blank organizers, missing documents and staff chasing answers the return already contains, we’d like to show you what we’re building.