The Avii
Difference

Unified solution for tax, audit, advisory, compliance & management consulting

In the highly competitive accounting landscape, firms need to set themselves apart, evolve and implement smart automation, keep clients satisfied, attract new ones and track their own firm’s performance.

Avii has just the platform and team to help.

Unifies your client & teams into a secure, collaborative workspace

The Avii Workspace provides an unparalleled multi-app workspace that unifies your accounting firm, your teams, and your clients. Providing a unique portal for each client, the Avii Workspace provides better experiences and richer collaboration for everyone involved.

Integrates and unifies the essential apps—document exchanges, project management & resource planning

Avii automates what other firms do manually, securing data exchanges and streamlining their work. Uniting Avii’s robust document management system with its project management suite and resource planning toolkit, accounting firms have all of their essential apps in one centralized location. And with the Avii flexibility, you can simply choose only the solutions you need right now.

Reduces licensing fees of the many disconnected applications you’re using

You will no longer need your many disconnected applications with their varied experiences and logins. Nor will you incur their monthly fees. Because Avii includes the essential applications, you will be streamlined, cost-effective, and efficient.

“Our clients can expect a higher-level of service as a result of the software solutions we are expanding and implementing.”
—Patrick Walsh, CPA, MBA, Tax Partner, WithumSmith+Brown, PC

Automates your processes & workflows with integrated AI

Taking the tedious, manual work out of assigning projects and tasks, Avii provides integrated AI that automates your processes and workflows. The Avii platform automatically follows your predetermined workflows, making you look smart(er) and your team more efficient.

Provides fast onboarding so you’re efficient right away

Avii’s targeted onboarding and intuitive platform will help you get started quickly. And with built-in AI, automation, and templates, you can build your internal teams, introduce your clients to their portal, and start working on projects fast.


“Can’t afford to automate? (Maybe you can’t afford not to)”
—David K. Williams, Forbes

Taps into your existing big data & systems, improving your existing investments

Securely storing data and documents is important business. Avii not only provides secure storage, but it also improves the entire document exchange process and ties into your existing storage systems. Even with big data, Avii helps you to make sense of it all.