Inflo

Grow Confidently

A Smarter, More Collaborative Engagement Experience with YHB using Inflo

At YHB, we’re committed to innovation and leveraging technology to improve your experience. That’s why we’ve partnered with Inflo, a secure, cloud-based financial statement engagement platform that enhances collaboration, transparency, and security in the engagement process.

While all financial statement engagements will eventually transition to Inflo, our initial rollout is focused on engagements clients with a June 30 fiscal year-end. Clients with other year-ends will be onboarded to Inflo over time, with full adoption planned for financial statement engagements of calendar year-end 2025 and beyond.

What is Inflo?

Inflo is the world’s only financial statement engagement platform that seamlessly integrates:

Digital collaboration for an easier, more transparent process.
Automated data analysis to identify insights and reduce risk.
Cloud-based security that meets ISO 27001 and SOC 2 compliance standards.
A smarter, more intuitive engagement experience that saves time.

Inflo isn’t just a tool for YHB—it’s a solution that makes the engagement process simpler and more valuable for you.

Why This Matters for You

Our transition to Inflo is part of YHB’s ongoing commitment to enhancing the client experience. Here’s how Inflo benefits you:

More Streamlined Engagement
Inflo reduces back-and-forth emails and manual data entry, making document requests and submissions easier than ever.
Better Business Insights
Advanced analytics help identify key trends and risks, offering you valuable insights into your financial data.
Enhanced Security & Compliance
Inflo’s industry-leading security measures ensure that your data remains safe and fully compliant with regulatory requirements.
Seamless Collaboration
Interact directly with your engagement team through a user-friendly dashboard, keeping everything in one place.

What to Expect When You First Work with YHB and Inflo

Here’s how the transition will work for you:

You’ll receive an invitation to access Inflo when we initiate document requests.
Upload data easily through guided steps in the Inflo system.
Monitor progress in real-time with a transparent dashboard.
Access support anytime with free technical assistance and built-in resources.

Common Questions About Inflo

1. Will this change how I provide information for my financial statement engagement?
Yes, but in a way that makes things easier! Instead of manually sending documents, you’ll upload them directly into Inflo, reducing email chains and improving organization.

2. Is Inflo secure?
Absolutely. Inflo is ISO 27001 certified and SOC 2 compliant, utilizing advanced encryption and single sign-on for maximum security.

3. Do I need special training to use Inflo?
No! Inflo is designed to be intuitive and easy to navigate. Plus, you’ll have access to Inflo Know, a resource hub with step-by-step guidance.

4. What if I have issues with the system?
The YHB and Inflo team are here to help! Inflo also provides free technical support, and you can raise a support ticket directly from your dashboard.

Read our full Inflo FAQ