Auvenir

Auvenir is a cloud-based client engagement and financial reporting solution developed for accounting firms. The platform is designed to enhance the efficiency of client interactions and improve engagement workflows. Auvenir has facilitated over 50,000 successful engagements across 90 countries, making it a recognized choice among accounting professionals.

Key functionalities of Auvenir include customizable templates that allow firms to tailor their communication and reporting according to client needs. The platform integrates secure e-signature capabilities, ensuring that documents can be signed digitally, reducing turnaround times for engagements. Additionally, Auvenir provides a comprehensive dashboard that offers insights into engagement statuses and overall performance metrics.

To support compliance and quality assurance, Auvenir includes CPA Canada's Quality Management Guide (QMG Cloud), specifically designed to help firms manage their quality assurance processes in alignment with Canadian standards.

Data security is a paramount concern for Auvenir, which is why the platform is SOC-2 accredited. It employs strong passwords, two-factor authentication, and encryption to protect client data. This makes Auvenir suitable for firms of all sizes, from small practices to large enterprises, looking to enhance their client engagement experiences while ensuring the security of sensitive information.