Avii

Avii

Avii is a cloud-based platform that automates accounting processes and enhances client interactions through its secure and integrated workspace.

Location: United States
Software Type: Web App

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Description

Avii is a comprehensive cloud-based platform specifically designed for accounting firms, providing a unified workspace that enhances practice management through interconnected applications. This advanced solution addresses the inefficiencies of traditional accounting processes by automating workflows and streamlining resource management across various services including tax, audit, advisory, and compliance. With features like document management, a dynamic client portal, and employee workspaces, Avii fosters improved client interactions and productivity. Security and compliance are paramount, with robust data connectivity that offers real-time insights to help firms run more effectively and profitably. Avii's document management tools simplify the exchange and management of documents, ensuring secure practices while enhancing collaboration. Moreover, the automation capabilities within the platform allow firms to customize workflows and match team members with appropriate tasks, eliminating manual processes and improving overall efficiency. By focusing on enhancing the client experience through streamlined communication and modern tools, Avii sets a new standard in accounting practice management.
Avii's innovative features support not only document handling but also enable contextual discussions and customizable notifications, further enriching client engagement. The platform's flexible pricing model caters to different firm sizes and needs, allowing users to select the solutions that best fit their operational requirements. With Avii, accounting firms can elevate their service offerings and achieve operational excellence.

Features

Client Portal

A unified client portal that provides visibility into projects and tasks, facilitating seamless communication and collaboration.

Document Management

Secure document exchange and management functionalities designed to enhance productivity and accuracy in handling documents.

Workflow Automation

Dynamic automation features allow for the customization of workflows, reducing manual tasks and improving efficiency.

Real-time Insights

Offers real-time data insights, helping firms make informed decisions and manage projects effectively.

Integration Capabilities

Integrates with both Avii and third-party applications to create a seamless operational experience.

Flexible Pricing

Pricing model based on a per-user basis, allowing firms to choose solutions that match their specific needs.

Tags

accountingautomationdocument managementclient experienceaccounting softwareworkflow management

Documentation & Support

  • Documentation
  • Support
  • Updates
  • Online Support