Keep one client record
Entities, contacts, services, obligations, documents, and payment settings stay attached to the same client.
- Entities
- Contacts
- Obligations
- Payment settings
Inside the platform
Every client detail, task, approval, payment, and filing stays connected—so the firm can see the current state and the trail behind it.
Entities, contacts, services, obligations, documents, and payment settings stay attached to the same client.
Tasks keep their owners, due dates, blockers, documents, books, and payroll with the client record.
Each request moves through review, approval, and confirmation beside the action it controls, with the full review trail intact.
AI reads the current record, prepares the next step, stops at approval points, and leaves an auditable trail.
Florink automates EFTPS payments and sales tax payments and filings. Each confirmation returns to the client file.
Prepare and file TY2025 income tax returns from the same database. Earlier tax years are not supported.
WHY FLORINK EXISTS
Florink started in a family-run accounting firm where client work crossed too many inboxes, spreadsheets, portals, and specialized tools.
The lesson was practical: AI is not the operating system. First, the firm needs one reliable record of the client, the work, and every decision around it.
Build the operating truth first. Then automate from it.
SELECTED-STATE BETA
Tell us where client work loses context today. If Florink is a fit, we will map that workflow with you in a 30-minute call.
FAQ
The current beta is designed for small U.S. accounting firms that want client records, work, documents, payroll operations, approvals, payments, and filings to run in one operating flow.
Florink is being designed so automation can use a shared client record and workflow state, stop at approval boundaries, and leave a reviewable trail.
They are the next product phase after the current operating-layer beta. The goal is a controlled flow from preparation through approval, submission, confirmation, and recordkeeping.
Yes — starting with tax year 2025. Returns are prepared and filed from the same record and review trail the rest of the firm runs on. Earlier tax years aren't supported.