Inflo | FAQ

Getting Started with Inflo 

At YHB, we use Inflo, a leading cloud-based financial statement engagement platform, to make your engagement experience more collaborative, transparent, and insightful. Here’s how to get started: 

What is Inflo, and how does it enhance my experience? 

Inflo is a secure, cloud-based financial statement engagement platform used by YHB to deliver a smarter engagement experience. It allows you to easily upload documents, track engagement requests, and gain insights into your financial data through advanced analytics. 

 How do I access Inflo? 

You’ll receive a personalized invitation to activate your Inflo account when it’s time to start your engagement. YHB will initiate this process. Simply follow the activation link to set up your account and access your financial statement engagement dashboard 

What should I do after logging in? 

After logging in, you’ll be able to: 

• View and respond to document requests. 
• Upload financial data using simple guided steps. 
• Find additional resources on how to use the platform. 
• Communicate directly with your YHB engagement team via the platform. 

Do I need to install any software? 

No. Inflo is fully cloud-based and works directly through your internet browser. No downloads or installations are necessary. 

Is there a guide to help me learn the system? 

Yes! Once logged into Inflo, click the book icon in the top right corner to access Inflo Know, the platform’s built-in resource center. You’ll find quick-start guides, video tutorials, and FAQs. 

How can I add or manage team members in Inflo? 

Inflo allows you to grant access to colleagues and reassign tasks easily. You can control user permissions to ensure the right people have access to the right information. 

What if I run into a technical problem? 

Click the bell icon inside Inflo to raise a support ticket directly. Inflo’s technical team, along with your YHB engagement team, will provide fast, efficient help. 

Using Inflo Effectively 

Once you’re up and running, Inflo makes it easy to stay organized, gain insights, and enjoy a smoother financial statement engagement process. Here’s how to get the most out of it: 

How do I stay on top of financial statement engagement requests? 

Use your Inflo dashboard to view all open, pending, and completed document requests. Progress indicators and deadlines are visible at a glance, helping you manage priorities easily. 

Can I communicate directly with my YHB team through Inflo? 

Yes. Inflo enables real-time messaging linked to specific financial statement engagement requests. You can easily ask questions, clarify requirements, and share updates without switching to email. 

How does Inflo enhance security for my data? 

Inflo applies top-tier security, including: 

• ISO 27001 certification 
• SOC 2 compliance 
• Advanced encryption 
• Single sign-on (SSO) authentication Your data is protected at every step. 

What kind of insights will I receive through Inflo? 

Inflo’s powerful analytics help your engagement team identify trends, risks, and key performance indicators in your financial data. These insights are shared with you throughout the financial statement engagement, offering a clearer view of your organization’s financial health. 

Will using Inflo reduce the amount of documentation I need to provide? 

Often, yes. By using advanced data analytics, Inflo can sometimes reduce the need for extensive sample-based testing, minimizing the documentation you must prepare. 

What ongoing support is available? 

Support is always available through: 

• Raising a technical support ticket via the platform. 
• Accessing self-help resources in Inflo Know. 
• Contacting your YHB engagement team directly for personalized assistance. 

Need help? 

Visit the Inflo Help Center inside your dashboard or reach out to your YHB engagement team for expert support at any time.