Inside the platform

One record runs through the work.

Every client detail, task, approval, payment, and filing stays connected—so the firm can see the current state and the trail behind it.

Keep one client record

Entities, contacts, services, obligations, documents, and payment settings stay attached to the same client.

  • Entities
  • Contacts
  • Obligations
  • Payment settings

Carry context into every task

Tasks keep their owners, due dates, blockers, documents, books, and payroll with the client record.

  • Owners
  • Due dates
  • Blockers
  • Books + payroll

Approve beside the action

Each request moves through review, approval, and confirmation beside the action it controls, with the full review trail intact.

  • Request
  • Review
  • Approve
  • Confirm

Keep AI on the record

AI reads the current record, prepares the next step, stops at approval points, and leaves an auditable trail.

  • Current state
  • Drafted work
  • Approval gates
  • Audit trail

Automate payments and proof

Florink automates EFTPS payments and sales tax payments and filings. Each confirmation returns to the client file.

  • EFTPS
  • Sales tax
  • Payments + filings
  • Confirmations

File TY2025 returns together

Prepare and file TY2025 income tax returns from the same database. Earlier tax years are not supported.

  • TY2025
  • Income tax
  • Prepared
  • Filed

WHY FLORINK EXISTS

Built inside a working accounting firm.

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

Bring us your hardest handoff.

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.

  • Built for small U.S. accounting firms
  • Guided workflow mapping
  • A clear fit call before onboarding
  1. 01Submit the workflow
  2. 0230-minute fit call
  3. 03Onboarding plan

Request a Florink demo

Tell us what should move as one.

Where does the handoff break first?Choose up to 3

FAQ

The important boundaries, upfront.

01Who is Florink built for?

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.

02What does AI do inside Florink?

Florink is being designed so automation can use a shared client record and workflow state, stop at approval boundaries, and leave a reviewable trail.

03Are EFTPS and sales tax automation available now?

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.

04Does Florink prepare income tax returns?

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.