Accounting operations in one record
Client records, bookkeeping, invoices, and payments share the same firm database.
One firm OS · One flow
One firm. One flow.Run it all in 
Run client records, workflow, documents, payroll, payments, filings, and the review trail AI needs to automate more of the work.
One client recordWorkflow + docsPayrollEFTPS payments nextSales tax filing nextTax returns goal
florink.app/firm-home
Firm Home
See the firm in one place.
92%clear work status
Client intake
Payments due
Review queue
Single source of truth
Work moves in one flow
Reviewable AI actions
1 flowclients, work, docs, payments, filings
Togetheraccounting, workflow, docs, approvals
NextEFTPS payments + sales tax filing
Goaltax returns on trusted data
The operating shift
Client work moves faster when it lives together.
Florink brings records, tasks, documents, approvals, payments, and filing work into the same operating system.
Workflow and documents together
Tasks, owners, due dates, blockers, docs, and review status stay together.
Approvals tied to the client
Requests, approvals, sign-offs, and audit trails stay tied to the client.
AI-ready by design
AI can act when the firm has one flow.
One client record and one workflow state give automation the context it needs to act with a review trail.
Next: fully automate EFTPS payments, then sales tax payment and filing. Ambitious goal: tax returns.
01 · Source of truth
One client record.
Entities, contacts, services, documents, obligations, and payment settings.
02 · Workflow state
One workflow state.
Payroll, filings, requests, and billing cycles become trackable work.
03 · Payments + filings
Automate EFTPS + sales tax.
Prepare, approve, submit, confirm, and keep the trail in Florink.
04 · Tax returns goal
Tax returns on trusted data.
Clean data and review trails make returns the next layer.
Platform coverage
One OS. One firm flow.
Florink connects client truth, daily work, payment + filing automation, and future tax returns in one operating flow.
Accounting operationsWorkflow managementDocument approvals
Unified firm operations
Client records, workflow, documents, approvals, payments, and filings run inside one Florink OS.
One record drives the work, the documents, the payments, and the audit trail.
01Client record02Firm work03Next automation04Ambitious goal
01
Client record
One client truth.
Entities, contacts, services, documents, obligations, and payment settings agree.
EntitiesContactsServicesDocuments
02
Firm work
Work stays in motion.
Workflow, bookkeeping, assets, payroll, invoicing, and review status stay together.
WorkflowBookkeepingPayrollInvoicing
03
Next automation
Payments and filings run here.
EFTPS payments and sales tax filing move through approval, submission, and confirmation.
EFTPSSales taxApprovalsAudit trail
04
Ambitious goal
Tax returns on trusted data.
Returns come after clean operations, trusted data, and a complete review trail.
Clean dataReview trailReturn packet
Roadmap
One firm database. Then AI from A to Z.
Florink's long-term goal is one system and one database for the whole accounting firm: client records, workflow, documents, payroll, bookkeeping, payments, filings, review history, and eventually income tax returns. When the data is unified, teams move faster and AI has the context to automate work with a review trail.
Run the firm on one database
Clients, documents, tasks, books, payroll, invoices, payments, filings, and history share one source of truth with complete context.
Make daily work automation-ready
AI can prepare, check, route, and reconcile work because the client record, workflow state, and review trail live together.
Fully automate EFTPS and sales tax
EFTPS payments, sales tax payments, filings, confirmations, and approvals run in one controlled flow.
Reach income tax returns
The ambitious goal is end-to-end accounting-firm automation, including income tax returns built from trusted data.
Built from real firm work
Florink started inside a family-run accounting firm.
Florink began inside a family accounting firm that wanted client work to move faster and feel easier to run.
The lesson was simple: AI becomes useful when client data, work, documents, and payments live in the same operating flow.
Operating thesis
- One firm databaseClients, work, documents
- One firm flowBookkeeping, workflow, signatures
- Next automationEFTPS + sales tax
- Ambitious goalTax returns
Beta
For firms ready to run in one flow.
Selected-state beta for small U.S. firms that want one operating system for client work, documents, approvals, payments, and filings.
- Small U.S. accounting firms (2-25)
- Unified operating flow
- Guided onboarding
- Average reply within 24 hours
- 1Submit
- 230-min fit call
- 3Onboarding plan
FAQ
Clear boundaries before the demo.
How much firm work can run inside Florink?
Florink's product direction is to bring accounting operations, workflow, documents, approvals, payments, and filings into one operating system.
Why does AI need an OS underneath it?
AI needs readable state. Florink gives it one client record, one workflow state, and a review trail.
What is next after the current beta?
Fully automated EFTPS payments, then sales tax payment and filing with approvals and confirmations.
Does Florink handle tax returns?
Tax returns are the ambitious goal after the operating layer is trusted. The current beta focuses on the firm OS, EFTPS, and sales tax automation.
Who is the best fit for beta?
Small U.S. accounting firms (2-25 people) ready to run the firm from one AI-ready system.